Lend1
Lend1: A structured mortgage CRM with strong onboarding, automation and broker workflows. Ranked #8 of 29 in Mortgage CRM Software by our editors (7.9/10); pricing: Paid; best for australian brokers needing structured deal workflows.
At a glance
- Editor score7.9 / 10
- PricingPaid
- Best forAustralian brokers needing structured deal workflows
- Free planNo
- Paid fromA$149/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Customizable Kanban pipeline for tracking mortgage deals
- Branded onboarding portal with AI document extraction and e-signatures
- Automations, SMS, open banking and referral-partner workflows
Where it doesn't
- No dedicated mobile app
- No free plan; pricing starts at AUD 149 per month
- Conversations and calculators begin on the Pro plan
Our verdict on Lend1
Lend1 is a web-based CRM and client onboarding platform for Australian mortgage, finance and insurance brokers. It brings borrower onboarding, document collection, deal pipeline tracking, referral-partner submissions, communications and compliance-related workflows into one system. Brokers can use a branded client portal, while teams manage contacts, tasks, documents, follow-ups and deal stages from the CRM. The platform is available through the web and API, with no dedicated mobile app.
Its strongest area is the connection between onboarding and deal management. A customizable Kanban pipeline gives brokers a visual way to track applications, while workflow automation can handle document requests, reminders and follow-ups. AI document extraction and file categorization can reduce manual document handling, and built-in electronic signatures keep signing within the workflow. Role-based permissions and audit logging add structure for teams managing sensitive borrower processes. Referral-partner portals extend the workflow to lead and deal submissions.
Pricing is paid monthly across three tiers. Starter costs AUD 149 per month and includes the core CRM, onboarding portal, deal pipeline and referral program. Pro costs AUD 299 per month and adds conversations, an AI website chatbot, a lead widget, mortgage calculators and a deposit savings planner. Enterprise costs AUD 499 per month and includes those features with unlimited AI website chatbots. Lend1 fits brokers who want structured web-based workflows, automation and Australian aggregator connections such as Connective Mercury and Connective Nexus. Teams that require a dedicated mobile experience or want a free entry plan should consider another option.
Your product? Our editors can test Lend1 in depth and publish a review, labelled as paid · from $149/mo →
Lend1 pricing
All 3 Lend1 plans and prices →
Lend1 fact sheet
| Free plan | No |
|---|---|
| Paid from | A$149/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | No |
| Deployment | Cloud, Browser extension |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5,000+ integrations: Connective Mercury, Connective Nexus, Fiskil, CashDeck, ASIC ABN Verification, Brevo … See all → |
| Pricing | Paid (source) |
| Website | lend1.com.au |
| Facts checked | 20 Sep 2026 |
Lend1 integrations
Lend1 lists 5,000+ integrations on its own site — the 11 named here are the ones its pages call out.
- Connective Mercury
- Connective Nexus
- Fiskil
- CashDeck
- ASIC ABN Verification
- Brevo
- Twilio
- Calendly
- Google Calendar
- Zapier
- Stripe
Alternatives to Lend1
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
Lend1 vs the competition
- Lend1 vs Surefire CRM
- Lend1 vs Total Expert
- Lend1 vs Shape
- Lend1 vs Finova Broker CRM
- Lend1 vs One Mortgage System
- Lend1 vs Empower LO
Compare Lend1 with any tool side by side →
Used Lend1? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Lend1 for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Lend1 is listed in our Mortgage CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/lend1/"><img src="https://www.itechguides.com/best/badge/lend1.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update