Document Management & eSign

Stop chasing documents over email. Lend1 gives clients a clear checklist of what is needed, lets them upload from their phone, and automatically categorises and validates what they submit. AI reads each upload, extracts key fields like income, employer and account details, and maps the data straight to the record. Files are stored in a private, tenant-isolated bucket.

eSign built in, not bolted on

Built-in electronic signatures cover Credit Guides, Privacy Forms, Accountant Authority Letters and Quotes. Document checklists per deal track what is received, approved or missing, and you can see signature status at a glance. No third-party eSign subscription required.

• Built-in electronic signatures, no third-party tool
• Automatic data extraction from documents
• Document checklists with approval workflows
• Signature status tracking with expiry dates
• Documents synced to Connective Nexus
• Signed consents and authority letters stored on the deal's eSign tab

Compliance

Compliance evidence, built in

Keep your Privacy Policy, Credit Guide, Credit Quote, Financial Services Guide and accountant authority letter in one library. Every upload is a new version and history is never deleted. Set a review cadence per document, from one to twelve months, and Lend1 alerts the owner two weeks before review is due and every week it stays overdue. Each broker can carry their own privacy policy, and the onboarding wizard shows the deal's assigned broker's version first, then the company one.

Version-stamped consent

When a client signs the privacy step, the exact document version, IP address, device and timestamp are recorded against the deal.

Review reminders

Default cadences of three months for a privacy policy and six for a credit guide, with in-app and email alerts before they lapse.

Per-broker documents

Company-wide by default, or a broker's own version shown on their personal onboarding link.

Accountant authority letters

Generated per client from your template, signed in the wizard and rendered to a branded PDF, valid for twelve months.

Pinned to the request

Attach a library document to an eSign request and later uploads never change what the client was asked to sign.

Used-by visibility

See which onboarding flows point at each document before you archive or replace it.

• Six document kinds, PDF up to 10 MB, version history on every one
• View, manage and view-all permissions so support staff see only what they should
• Archive instead of delete, with flows falling back to your default privacy policy
• Signed consents and authority letters appear in the client's portal downloads

Templates that do the busywork

Letter templates live in the compliance library with a rich-text editor and merge tags, so every accountant authority letter is generated for the client and rendered to a branded A4 PDF once signed. Form submissions export as branded PDFs too, and one download bundles every document, signed record and form on a deal into a single zip. eSign requests can be triggered from workflow automations, all inside one secure, tenant-isolated platform.

• Letter templates with merge tags and version history
• Approval workflows with reject-and-reupload
• Every document, signed record and form on a deal in one zip download
• eSign requests triggerable from automations