DOCUMENTATION
Getting Started
Set up your workspace, invite your team and send your first client invite.
- A tour of your Lend1 workspaceFind your way around Lend1 after your first login: the sidebar, your dashboard, the application link you share with clients, and where settings live.
- Reading your dashboardWhat each number, chart and list on your Lend1 dashboard counts, which ones follow the period selector, and how your role changes what you see.
- Inviting your team and assigning rolesInvite brokers and support staff to your Lend1 workspace, give each person a role, and control the deals and contacts they can see.
- Sending a client an onboarding inviteSend a client a secure link to complete their loan application online by email or SMS, then track their progress and resend it from the deal.
- Connecting Fiskil open bankingTurn on Fiskil so clients share bank data through the Consumer Data Right during onboarding, no API keys, then see statements and insights on the deal.