Lend1
Lend1 is a web-based client onboarding platform and CRM for Australian mortgage, finance and insurance brokers.
What Lend1 is
Lend1 is a web-based client onboarding platform and CRM for Australian mortgage, finance and insurance brokers. It gives clients a branded portal for entering details, uploading documents and completing onboarding from any device. AI extracts information from uploaded documents and can rename and categorise files. Every plan includes AI fraud detection with 44 checks covering identity documents, payslips, employer ABN, bank data and file metadata. The platform includes borrower management, referral partner management, loan pipeline tracking, marketing automation, compliance workflows and SMS automation. Pro and Enterprise add conversations, an AI website chatbot, a lead widget, mortgage calculators and a deposit savings planner. Deals, contacts, documents, notes and tasks sync both ways with Connective Mercury and Nexus, while other integrations include Fiskil, CashDeck, Brevo, Twilio, Calendly, Google Calendar and Zapier. Plans are Starter at A$149 a month, Pro at A$299 a month and Enterprise at A$499 a month. There is no free plan, but a free demo is available.
Good
- Branded onboarding portal works on any device
- AI fraud detection runs 44 checks
- Two-way sync with Connective Mercury and Nexus
- Supports borrower and referral partner management
- Includes compliance and SMS workflows
Watch out
- No free plan
- No mobile app
- AI staff tools pause when credits run out
- Documentation is still a work in progress
Who it suits
Lend1 suits Australian mortgage, finance and insurance brokers needing onboarding, CRM, pipeline and compliance tools in a web service. It is also suited to teams using Connective Mercury or Nexus alongside their aggregator software.
Verdict
Lend1 combines broker onboarding, CRM, document processing and fraud checks in one web platform. Its tier limits and credit pauses matter when planning team usage.
Plans and prices
From Lend1's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | A$149 a month | 1 team member · 50 active deals · 3,000,000 AI credits/month · 50 SMS/month · 1 GB storage · 5 workflow automations · SMS Copilot $29/month add-on · Monthly; yearly option advertised as saving 17% |
| Pro | A$299 a month | 5 team members · 100 active deals · 10,000,000 AI credits/month · 500 SMS/month · 10 GB storage · 20 workflow automations · Up to 5 AI website chatbots · Monthly; yearly option advertised as saving 17% |
| Enterprise | A$499 a month | 10 team members · 200 active deals · 25,000,000 AI credits/month · 1,000 SMS/month · Unlimited storage · Unlimited automations · Unlimited AI website chatbots · Monthly; yearly option advertised as saving 17% |
The facts
Each one read from Lend1's own pages, with the date it was checked.
What it does
- Aggregator sync
- Deals, contacts, documents, notes and tasks sync two ways with Connective Mercury and Nexus; Lend1 says it works alongside aggregator software rather than replacing it.checked 5 Oct 2026
- AI data handling
- Lend1 says its AI runs through Amazon Bedrock in Sydney and customer content is not used to train or improve models.checked 5 Oct 2026
- AI document tools
- AI extracts information from uploaded documents and can rename and categorise files.checked 5 Oct 2026
- Documentation
- Lend1 says its documentation is a work in progress and some parts of the product are not covered yet.checked 5 Oct 2026
- Fraud checks
- All plans include AI fraud detection that runs 44 checks across identity documents, payslips, employer ABN, bank data and file metadata.checked 5 Oct 2026
- Integrations
- Lend1 lists Connective, Fiskil, CashDeck, ASIC ABN Verification, Brevo, Twilio, Calendly, Google Calendar and Zapier among its integrations.checked 5 Oct 2026
- Lead capture
- Pro and Enterprise include conversations, an AI website chatbot, a lead widget, mortgage calculators and a deposit savings planner.checked 5 Oct 2026
- Onboarding
- Clients use a branded, step-by-step portal to provide details, upload documents and complete onboarding from any device.checked 5 Oct 2026
- Product
- Lend1 is an AI-powered client onboarding platform and CRM for Australian mortgage, finance and insurance brokers.checked 5 Oct 2026
- Security
- Lend1 says it is hosted in AWS Sydney, encrypts traffic in transit with TLS and data at rest, and offers two-factor authentication for broker logins.checked 5 Oct 2026
- Security testing
- Lend1 says Aikido Security penetration-tested its web application and API in September 2026, with no critical or high severity findings and all findings closed after retesting.checked 5 Oct 2026
- Support
- Lend1 lists support hours as Monday to Friday, 9am to 5pm ACST, and says contact form messages receive a reply within a business day.checked 5 Oct 2026
Money
- Free access
- Lend1 says it has no free plan and offers a free demo before purchase.checked 5 Oct 2026
- Plan limits
- When monthly AI credits run out, staff tools such as Copilot, SMS Copilot and document renaming pause until credits are topped up or reset; document reading, deal insights and lead scoring continue.checked 5 Oct 2026
The company
- Headquarters
- Aldinga, South Australia, Australiachecked 28 Sep 2026
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