// case study · finance broking

Lend1 loan onboarding from hours to minutes.

2025 · CRM platform · AI onboarding · Workflow automation · Custom website

webgrid · lend1.case

$ webgrid show --case lend1

builtOnboarding platform · AI data extraction · Deal tracking

stackLaravel · AI integration · Managed hosting

statusbuilt and still run by webgrid

// the problem

The problem.

Signing up a home loan client traditionally means an interview of an hour or more: the broker collecting personal details, loan information and documents by hand, then re-keying all of it into their systems.

Multiply that across every client and broking teams spend a huge share of their week on data gathering rather than deals. That is the work Lend1 exists to remove.

// what we built

What we built.

Webgrid built Lend1 as a product for brokers and brokerages: a curated onboarding experience a broker's clients complete themselves, from a link the broker sends or embedded on the broker's own website. What used to be an hour-plus interview becomes a five to ten minute application.

AI does the heavy lifting underneath. A client uploads their driver's licence and Lend1 extracts their details automatically, processes the application data and pushes it straight into the broker's aggregator, ready to execute. E-signing, document collection, lender portal integrations and automatic email reminders are all built in, on a Laravel platform webgrid runs end to end.

The AI keeps working after onboarding: Lend1 tracks every deal and flags the ones at risk, and brokers can text the system and get answers back from their CRM by SMS.

The Lend1 deals pipeline in kanban view, with needs-attention and urgent flags on deals
the deal pipeline: every deal tracked, at-risk and urgent flagged (sample data shown)
The Lend1 AI assistant screen: ask anything about deals, contacts and tasks in the pipeline
Lend1 AI: brokers ask the CRM about their pipeline and get answers back
The lend1.com.au homepage: AI-powered client onboarding built for mortgage brokers
lend1.com.au: the public site for the platform, also designed and built by webgrid

// how it runs today

How it runs today.

Lend1 is young: live with its first broking team and built to take on more. Webgrid hosts it, monitors it and keeps developing it as a product, right down to the public site at lend1.com.au.

The core promise already holds: from an hour-plus sit-down to a ten minute application, with the data ready to execute the loan straight away.

// in their words

"The AI copilot webgrid built into our CRM has completely changed how we handle client communications. It drafts responses, surfaces next actions, and saves us hours every week."

Owner · Lend1

// outcomes

What changed.

  • Loan applications that took an hour-plus interview now take clients five to ten minutes
  • Driver's licence in, details out: applicant data extracted by AI automatically
  • Application data pushed straight into the aggregator, ready to execute
  • Deals tracked with at-risk flags, plus a text-message AI that answers from the CRM
  • Built, hosted and still being developed by webgrid

Want AI doing the heavy lifting inside your business?

ai automation in adelaideJP Mortgages case study

// let's talk

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