DOCUMENTATION
Settings
Team, branding, domains, compliance, roles, billing and email configuration.
- 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.
- Setting up your organisation detailsSet your organisation name, business website, contact details, address and compliance line in Lend1, and see where each one appears for your clients.
- Creating custom roles and permissionsBuild custom roles in Lend1, choose what each role can see and do, and look up what every deal, contact, document and settings permission allows.
- Setting up your branding and custom domainAdd your logo, colours and fonts in Lend1, see where your branding appears, then point your own domain at your client portal with one DNS record.
- Setting up your compliance documentsBuild your compliance library in Lend1: upload PDFs, add a Lend1 letter template, set a default privacy document, and manage versions and reviews.
- Customising your system emails and sender settingsEdit the emails Lend1 sends your clients and referrers, add merge tags and global variables, and set your from address, domain and email layout.
- Updating your profile and sign-in detailsUpdate your name, email, phone and avatar in Lend1, change your password, and see how Google, password and email link sign-in each work.
- Choosing your notificationsChoose which Lend1 notifications reach you in the app and by email, category by category, and learn which alerts are always sent.
- Managing your plan and billingSee your Lend1 plan and usage, compare what each plan includes, change plan with your saved card, and open the billing portal to manage payments.
- Reviewing the audit logSee who created, changed or deleted records in your Lend1 workspace, filter the audit log by action and model, and read the old and new values.