Freedom251 › Mortgage CRM Software
Lend1
What Lend1 is
Lend1 is a web-based AI onboarding platform and CRM for Australian mortgage, finance, and insurance brokers. Clients use a branded portal to provide details, upload documents, and complete onboarding from any device. AI extracts document information, renames and categorises files, and every plan includes fraud detection running 44 checks across identity documents, payslips, employer ABN, bank data, and file metadata. The platform supports borrower and 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. Plans start at A$149 a month for Starter, with Pro at 299.00 AUD and Enterprise at 499.00 AUD. There is no free plan, but a free demo is available. Lend1 has no mobile app.
Who it suits
Lend1 suits Australian mortgage, finance, and insurance brokers needing client onboarding, document processing, CRM workflows, and broker-focused integrations. It is designed to work alongside aggregator software.
What it does well
- Branded onboarding portal on any device
- 44-check AI fraud detection
- Two-way Connective Mercury and Nexus sync
- AI document extraction and filing
- Free demo before purchase
What to know first
- No free plan
- Web-based with no mobile app
- AI staff tools pause when credits run out
- Documentation is still a work in progress
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Monthly; yearly option advertised as saving 17% · 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 | A$149 a month |
| Pro | Monthly; yearly option advertised as saving 17% · 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 | A$299 a month |
| Enterprise | Monthly; yearly option advertised as saving 17% · 10 team members · 200 active deals · 25,000,000 AI credits/month · 1,000 SMS/month · Unlimited storage · Unlimited automations · Unlimited AI website chatbots | A$499 a month |
As lend1.com.au lists them, read 5 Oct 2026. The maker's own page has the final word.
Verdict
Lend1 combines broker onboarding, CRM operations, document AI, fraud checks, and workflow automation in a web platform. Its three paid tiers differ by team, deal, credit, storage, SMS, and automation limits.
Facts from Lend1's own pages
- 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. · lend1.com.au, 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. · lend1.com.au, 5 Oct 2026
- AI document tools
- AI extracts information from uploaded documents and can rename and categorise files. · lend1.com.au, 5 Oct 2026
- Documentation
- Lend1 says its documentation is a work in progress and some parts of the product are not covered yet. · lend1.com.au, 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. · lend1.com.au, 5 Oct 2026
- Free access
- Lend1 says it has no free plan and offers a free demo before purchase. · lend1.com.au, 5 Oct 2026
- Headquarters
- Aldinga, South Australia, Australia · lend1.com.au, 28 Sept 2026
- Integrations
- Lend1 lists Connective, Fiskil, CashDeck, ASIC ABN Verification, Brevo, Twilio, Calendly, Google Calendar and Zapier among its integrations. · lend1.com.au, 5 Oct 2026
- Lead capture
- Pro and Enterprise include conversations, an AI website chatbot, a lead widget, mortgage calculators and a deposit savings planner. · lend1.com.au, 5 Oct 2026
- Onboarding
- Clients use a branded, step-by-step portal to provide details, upload documents and complete onboarding from any device. · lend1.com.au, 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. · lend1.com.au, 5 Oct 2026
- Product
- Lend1 is an AI-powered client onboarding platform and CRM for Australian mortgage, finance and insurance brokers. · lend1.com.au, 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. · lend1.com.au, 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. · lend1.com.au, 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. · lend1.com.au, 5 Oct 2026
Where Lend1 stands on Freedom251
- Mortgage CRM Software#22 of 29