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INTEGRATION

Lend1 + CashDeck

Through CashDeck, your clients share verified bank statements and income data straight from their bank, so you stop chasing PDFs and start assessing.

CashDeck integration

Collect verified bank statements and income data straight from your client's bank, an alternative collection path alongside Fiskil.

Bank statements are the slowest, most error-prone part of collecting a client's financial position: screenshots, incomplete PDFs, and redacted transactions all mean another email and another delay. Lend1's CashDeck integration replaces that loop with secure statement collection. Clients authorise access once, securely, and their statement data arrives verified and complete.

CashDeck sits alongside Fiskil, our primary Consumer Data Right open banking connection, as an alternative collection path. Because the data comes straight from the bank, it is lender-ready: income and expenses are captured accurately, and there is nothing to re-type. The whole flow sits inside your branded client portal, so the experience stays yours from first invite to final document.

What the CashDeck integration does

  • Verified bank statements sourced directly from the client's bank

  • Income and expense data captured without manual entry

  • Secure, client-authorised consent flow

  • Delivered inside your branded Lend1 client portal

CashDeck is one piece of the picture. See how it fits the rest of the platform: Open Banking, Customer Portal & Onboarding.

Ready to streamline your brokerage?

Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.

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