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What is Ferrylend?

Ferrylend is a specialized online CRM tailored for MCA brokers, ISOs, funders, and teams engaged in business lending. It effectively consolidates the management of leads, merchants, lender criteria, submissions, offers, funding workflows, commissions, and renewals into one unified pipeline. Teams can conveniently upload leads in both CSV and XLSX formats, collect applications through merchant links, and securely save bank statement documents. The platform assesses deals based on predefined lender guidelines, creates customized submissions for specific lenders, compares the terms of offers, and efficiently tracks commissions, remittances, and renewals. Utilizing advanced AI technology, it extracts crucial financial details such as deposits, balances, non-sufficient funds (NSFs), negative days, and existing positions from PDF bank statements for comprehensive analysis. Furthermore, the system supports a variety of financing options, including merchant cash advances, business loans, lines of credit, SBA loans, equipment financing, and factoring arrangements. Users have the advantage of sending submissions directly through their integrated Gmail accounts, while the platform boasts strong security measures such as encryption, field masking, role-based access controls, and detailed audit logs to safeguard sensitive information. This robust framework not only ensures secure financial transactions but also enhances seamless communication and collaboration among team members, making it an indispensable tool for those in the business lending sector. By integrating these features, Ferrylend significantly improves operational efficiency and reduces the potential for errors in the lending process.

What is Engaged CRM?

The integration of mortgage sources allows for a seamless transfer of data collected from your customized fact-find directly into the APIs of 27Tec. By combining this information with the extensive filters already available through 27Tec's independent service, users can explore a diverse range of lenders, packagers, clubs, and products, all while tapping into the detailed product information and sophisticated research logic that 27Tec embeds into your CRM system. Once you receive the results, you can effortlessly access the documentation features provided by 27Tec; with a single click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS), both of which can be tailored to include your specific fees and broker information. Moreover, these documents will be efficiently stored in your CRM, ensuring that they are accessible throughout the entire application process whenever you need them. This enhanced workflow not only boosts efficiency but also guarantees that all essential documentation is at your fingertips, facilitating a smoother overall experience. Additionally, having such organized access to vital documents can significantly reduce the chance of delays in the application process.

Media

Media

Integrations Supported

BoldSign
Gmail
Kixie PowerCall & SMS
PandaDoc

Integrations Supported

CloudCall
Iress
Mogoplus
iPipeline CRM for Distributors

API Availability

API Availability

Pricing Information

$69/month/user
Core is $69 per user per month and Pro is $99 per user per month, billed monthly. There is no seat minimum. The one-time setup fee is $999 per workspace, waived for workspaces created through December 31, 2026, and data migration from your current CRM is included. AI bank-statement reading is metered by page ($0.05 per page on Core and $0.03 per page on Pro). Pro includes 500 AI lender-reply reads per month. E-signature and Kixie integrations are add-ons; Pro includes one e-signature provider.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Digital Mundo LLC

Date Founded

2026

Company Location

Fort Lauderdale, FL, United States

Company Website

ferrylend.com

Company Facts

Organization Name

Engaged

Date Founded

2012

Company Location

United States

Company Website

engagedresource.co.uk

Categories and Features

Financial CRM

Not specified

Categories and Features

Financial CRM

Lead Management
Team Assignments

Loan Servicing

Accounting Management
Auto Loans
Business Loans
Compliance Management
Construction Loans
Customer Database
Student Loans

Mortgage and Loans

Client Database
Customer Statements

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