Lend1
5.9#23 in mortgage crm softwareFrom A$149 a monthWeb
VisitLend1 vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Lend1 | Total Expert |
|---|---|---|
| Documentation | Lend1 says its documentation is a work in progress and some parts of the product are not covered yet. | The administrator help center contains guides for journeys, campaigns, email, workflows, reporting, dashboards, data import, Salesforce and many other modules. |
| Headquarters | Aldinga, South Australia, Australia | Minneapolis, Minnesota, United States |
| Integrations | Lend1 lists Connective, Fiskil, CashDeck, ASIC ABN Verification, Brevo, Twilio, Calendly, Google Calendar and Zapier among its integrations. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Product | Lend1 is an AI-powered client onboarding platform and CRM for Australian mortgage, finance and insurance brokers. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
Lend1 plans
- StarterA$149 a month
- ProA$299 a month
- EnterpriseA$499 a month
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick Lend1 if…
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.
Pick Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.