DOCUMENTATION

Integrations

Connect open banking, bank statements, your aggregator CRM and calendars.

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.
Connecting Connective Mercury NexusConnect your Connective Mercury account with an API key and token, turn on document upload through Connective Nexus, and see what syncs on each deal.
Connecting Google CalendarConnect your own Google Calendar to Lend1 so tasks assigned to you with a due date appear as calendar events and update when the task changes.