Frequently asked
question

Lend1 is an AI-powered client onboarding platform built specifically for mortgage brokers. It replaces the fragmented spreadsheets, email chains, and manual follow-ups with a single platform that gives your clients a branded, step-by-step onboarding experience. AI handles the document collection, data extraction, and follow-ups, and once onboarding is complete, everything syncs into your existing aggregator software.

You can ask the AI questions in plain English, like "Where's Sarah up to with her onboarding?", and it'll give you an instant update. It also works in the background, guiding clients through the onboarding process, extracting data from uploaded documents, renaming files, and following up clients by text and email.

Yes. You can add your own logo, brand colours, typography, and even use your own domain name. Style your emails to match, and your clients only ever see your brand, not ours.

Lend1 integrates directly with your aggregator software, CoreLogic, Open Banking (CDR), Stripe, and Calendly. You can also connect to thousands of other apps through Zapier.

There's no free plan, but all plans come with a 30-day money back guarantee so you can try Lend1 risk-free and make sure it's the right fit for your brokerage.

Yes. Whether you're a solo broker or running a team, Lend1 has a plan to suit. We offer different pricing tiers so you can pick the one that fits your brokerage size and needs. Check out our Pricing page for details.