Lend1 review
A structured mortgage CRM with strong onboarding, automation and broker workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Lend1 pros and cons
- 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
Lend1 fact sheet, pricing and score →
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