Document Management & eSign

Stop chasing documents via email. Lend1 gives your clients a clear checklist of what's needed, lets them upload from their phone, and automatically categorises and validates what they submit. AI reads uploaded documents and extracts key fields like income, employer, and address, then maps the data directly to the contact record.

What to Expect

Built-in electronic signatures for Credit Guides, Privacy Forms, Accountant Authority Letters, and Quotes. Document checklists per deal track what's received, approved, or missing. No third-party eSign tools required.

• Built-in electronic signatures
• Automatic data extraction from documents
• Document checklists with approval workflows

Qualifications & Requirements

The document template engine supports multiple template categories with a drag-and-drop editor and merge variables for dynamic content. Generate branded PDFs automatically and trigger eSign requests through workflow automation.

• Template engine with merge variable support
• Approval workflows with reject-and-reupload
• Secure cloud storage with tenant isolation