Deposit Savings Planner

The Deposit Savings Planner is an embeddable tool designed for first-home buyers who don't know where to start. Visitors enter their deposit goal, what they've already saved, then add rows of income and expenses that match their real situation. The planner crunches the numbers live and shows monthly net savings, time-to-goal, a projected savings curve, and a breakdown of where their money is going. Every input updates the result instantly, with no submit button to find the answer.

What to Expect

Once a user sees their goal date, the planner asks if they'd like a broker to help them get there faster. They submit name, email, and phone, with an optional checkbox to kick off onboarding straight away. Tick it, and Lend1 fires an onboarding invite via email or SMS automatically. The lead lands in your CRM as a Contact, and the planner snapshot is saved against the submission so you walk into the first call already knowing their numbers. Don't tick it, and they're still captured as a warm lead.

• Live goal date that updates as users edit income and expenses
• Inline lead capture with optional onboarding opt-in
• Full submission snapshot saved with every lead

Qualifications & Requirements

Built for brokers who want to be the first conversation a first-home buyer has, not the third. The planner positions you as a guide before they're even shopping for finance, and the optional onboarding opt-in compresses the gap between curiosity and a signed client. It runs as an iframe widget on your site, branded to your colours and fonts, with a no-PII analytics layer that tracks the funnel from view to submission to onboarding-started.

• Branded to your colours, fonts, and border radius
• Custom income, expense, and frequency configuration per tenant
• Funnel analytics from view to onboarding-started