Simple pricing. Scale as you grow.

Lend1 is an AI-powered client onboarding platform built specifically for mortgage, finance and insurance 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.

No. Lend1 is the client-facing layer that sits alongside your aggregator software, not a replacement for it. Onboarding, document collection, signatures and follow-ups happen in Lend1, and deals, contacts, documents, notes and tasks sync two ways with Connective Mercury and Nexus. Your aggregator stays the system of record without any double entry.

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.

Yes. Upload a CSV or Excel file of contacts, deals or referrers, up to 10 MB per file, and Lend1 suggests how each column maps to a CRM field. You review the mapping, check the preview and run the import. If you use Connective Mercury or Nexus, the two-way sync brings your deals and contacts across as well.

Your onboarding portal runs on your own domain, with SSL handled for you, or on a Lend1 subdomain. Linking it is as simple as pointing the Apply Now button on your website at the portal address. Clients pick what they are applying for and walk through your flow from there. If you want capture on the website itself, you can embed forms with a single script tag on any plan, and Pro and Enterprise plans add the embeddable lead capture widget and calculators that hand visitors straight into your lead flow.

There's no free plan, but you can book a free demo to see exactly how Lend1 fits your brokerage before you commit. Plans are billed by subscription and you can cancel before your next billing date to avoid further charges.

Yes. Every plan includes a monthly AI credit allowance (3 million on Starter, 10 million on Pro, 25 million on Enterprise), and you can top it up with one-off credit packs from the billing page in your admin settings. Packs start at $20 for 500,000 credits. Purchased credits never expire: they are only drawn on once your monthly allowance is used, and the allowance resets each billing cycle. If you run out, staff tools such as the Copilot and document renaming pause until you top up or your allowance resets. Document reading, deal insights and lead scoring keep running, and your admins get an email so nobody is caught out.

Yes. AI Fraud Detection is included on Starter, Pro and Enterprise at no extra cost. It runs 47 checks across each deal's identity documents, payslips, employer ABN, bank data and file metadata whenever documents are read or bank data arrives, and flags anything that needs confirming before the application proceeds. The checks themselves are deterministic and use no AI credits. Only the plain-English summary of the findings draws on your monthly allowance, and it keeps running even when the allowance is used up. Admins can switch the checks or the summary off for the firm in Settings.

An active deal is any deal still in progress. Settled and inactive deals don't count, so the limit measures the size of your open pipeline, not how many deals you write in a month. Starter includes 50 active deals, Pro 100 and Enterprise 200. Leads are never blocked: deals from your forms, lead widget, imports, referrals and integrations keep arriving even when you are over the limit. Only creating a deal by hand pauses, and a clean-up tool suggests deals with no recent activity so you can move them to Inactive in one go, or you can upgrade.

Client-facing work keeps running. When AI credits run out, document reading, onboarding data extraction, deal insights and lead scoring carry on, and your website chatbot switches to taking the visitor's details and handing them to your team. Staff tools (the Copilot, SMS Copilot and document renaming) pause until you top up or your allowance resets. The SMS limit only counts texts your team chooses to send, such as conversation replies, automation texts and task reminders. Login codes, invites and magic links always send and never count. Admins get an email at 80% and 100% of any limit.

Yes. Plans are billed monthly, or annually if you choose an annual plan, and you can cancel from your admin panel. Cancellations need 30 days' notice, and fees already charged are not refunded, so cancel before your next billing date to avoid another charge.