Ferrylend is the CRM for MCA brokers, ISOs, funders and business lenders. It puts leads, bank statements, lender matching, submissions, offers, commissions and renewals in one fast workspace, from application to funded. It is built merchant cash advance first, with business loans, lines of credit, SBA, equipment and factoring deals alongside in the same pipeline.
Import leads from CSV or XLSX with saved column mapping and duplicate skipping, and send merchants an application link. Work every deal on a board or table with stage history, docs and stips, tasks and a full timeline. Upload bank statement PDFs and AI reads each month's deposits, balances, NSFs and negative days, with averages and an affordability check. Store each lender's criteria once (minimum revenue, time in business, credit, positions, industries, states) and every deal gets a shortlist of lenders it qualifies for, with the reason behind every pass and fail. Build a submission package once, send it to the lenders you pick from your own Gmail, and compare offers side by side on cost and commission. Track expected versus received commissions with splits and clawbacks, and see which merchants are eligible to renew.
Sensitive fields and documents are encrypted with a key unique to each company, reps can be limited to their own deals, and every reveal, export and change is recorded in an audit log. Ferrylend doesn't fund or broker deals, never markets to your merchants and never sells your data. Pricing is published per user per month with no seat minimum, and the team imports your data from your current CRM or spreadsheets.