Deposit Savings Planner

The Deposit Savings Planner is an embeddable tool for first-home buyers who do not know where to start. Visitors enter their deposit goal and what they have saved so far, then add income and expense rows 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 goes. Every input updates the result instantly, with no submit button to find the answer.

From plan to conversation

Once a user sees their goal date, the planner asks if they would like a broker to help them get there faster. They submit their details, with an optional checkbox to begin onboarding straight away. Tick it and Lend1 fires an onboarding invite automatically. The lead lands in your CRM with the planner snapshot saved, so you walk into the first call already knowing their numbers.

• Goal date that recalculates as users edit
• Inline lead capture with optional onboarding opt-in
• Full submission snapshot saved with every lead
• Branded PDF export of the savings plan
• Warm leads captured even without the opt-in

Be the first conversation

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 are even shopping for finance, and the optional onboarding opt-in compresses the gap between curiosity and a signed client.

• Branded to your colours, fonts and border radius
• Custom income, expense and frequency setup per tenant
• Funnel analytics from view to onboarding started
• Runs as a lightweight iframe widget on your site