The team
behind Lend1

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 (Connective Mercury and Nexus), Google address verification, open banking through Fiskil, bank statement collection through CashDeck, Stripe, Google Calendar, and Calendly. You can also connect to thousands of other apps through Zapier.

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. 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.