MORTGAGE BROKERS
The mortgage broker CRM
that does the chasing
Your clients complete their home loan application on their phone: payslips, ID, bank connection and a signed privacy consent, all in one go. Lend1 checks what comes in, keeps your pipeline moving and, if you're with Connective, syncs it with Mercury.
Where the week goes
The document chase
You send the checklist, then spend a week asking for the second payslip and the statement with every page on it.
Typing it in twice
Client details arrive by email and text, get keyed into your CRM, and then get keyed into your aggregator software again.
Construction loans after settlement
Progress payments run on phone calls and forwarded invoices, and the client never knows what is holding up the next drawdown.
How your clients apply
Home Loan onboarding is switched on from day one, under your brand. Clients pick their path and Lend1 walks them through it. Every answer saves as they go, so they can stop and pick up later on any device.
Pick the loan
Buying, first home, refinancing or cashing out equity.
The property
Address lookup as they type, so you get a clean, complete address.
Solo or joint
Applying with someone else? The co-applicant gets their own invite to complete their part.
Work and income
Employment details, with ABN lookup and an accountant authority for self-employed clients.
Documents
Payslips and ID uploaded from their phone, then checked by AI fraud detection against everything else in the application.
Bank connection
Statements and transaction data straight from their bank through Fiskil open banking, with no PDFs to edit or chase.
Sign and review
Privacy consent signed electronically, then a final review before it lands in your pipeline.
What mortgage brokers use most
- Customer Portal & OnboardingWhite-label onboarding on your domain or embedded in your own website, with flows you build, code sign-in and a client portal for documents and signatures.
- Open BankingCollect verified bank statements straight from your client's bank through Fiskil, on Australia's Consumer Data Right rails. No PDFs, no screenshots, just secure transaction data and income verification built into onboarding.
- AI Fraud Detection47 checks across every deal's ID, payslips, employer ABN, bank data and file metadata catch mismatches, edited PDFs and reused documents before you lodge.
- Build TrackerTrack each construction loan from settlement to the final progress payment: stages, invoices, variations, client contributions and claims to the bank.
- CalculatorsFive embeddable mortgage calculators that live on your website, branded to your business, and turn casual browsers into qualified enquiries.
- Integrations & APIConnect Lend1 to Connective Mercury and Nexus, open banking through Fiskil, Google Calendar and the 5,000-plus apps on Zapier, so deal and client data moves without double-keying.
Connective sync, or export to any aggregator
If you're with Connective, Mercury stays your system of record for lodgement and compliance and Lend1 is the client-facing layer in front of it. On another aggregator, export the application workbook (every applicant's answers, the details read from their documents and their bank data) and download the deal's documents in one go, then finish the deal in your own software.
ConnectiveDeals and contacts sync both ways with Mercury, the fact find (living expenses, assets, liabilities and bank accounts) goes into Mercury, and documents, notes and tasks go to Nexus.
FiskilStatements and transaction data straight from your client's bank, on Australia's Consumer Data Right.
CashDeckA second way to collect verified bank statements and income data.
Your WebsiteYour onboarding portal, calculators and savings planner, embedded on your own site.
Put your website to work
Five mortgage calculators sit on your website with one line of script: Borrowing Power, Repayments, Stamp Duty for every state and territory, Extra Repayments and Offset Savings. Add the Deposit Savings Planner for first home buyers who are still saving. Calculators and the planner are included on Pro and Enterprise.
Ready on day one
Home Loan onboarding is on from the moment you sign up. Add your logo and colours, then point it at your own domain.
Construction, SMSF and bridging loan flows are ready-made templates you switch on when you need them.
Connective, Fiskil and CashDeck connect from the integrations page.
One flat monthly fee for the brokerage, from $149 per month, with AI included on every plan.
When Lend1 isn't the right fit
We would rather tell you now than after you sign up. As at October 2026, Lend1 is probably not for you if:
You want to lodge with lenders from your CRM. Lend1 hands the deal to your aggregator software for lodgement.
You want one system for everything from first enquiry to commissions. Lend1 extends your aggregator software; it doesn't replace it.
Questions mortgage brokers ask
See it with your own deals. Explore every feature, flat pricing or how Lend1 compares.
Get Started
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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