Getting started with Ferrylend
Sign in for the first time, set your password, and find your way around the app.
Updated
There is no self-serve signup. When you request access, we create your workspace and your owner account, and send you a temporary password.
Your first sign-in
- 1Go to ferrylend.com/login and sign in with your email and the temporary password.
- 2You are taken to Settings → Profile and asked to choose a new password of at least 10 characters. You can't use the app until you do.
- 3Open Settings → Organization and check your company name, phone, email, website and time zone.
- 4Invite your team (see Invite your team).
- 5Bring in your leads (see Import leads from a spreadsheet) and your lenders (see Set up your lenders).
Finding your way around
The sidebar has one entry per part of your business: Dashboard, Leads, Deals, Merchants, Lenders, Companies, Submissions, Funded, Commissions, Tasks, Reports, Import and Settings. The New button at the top creates a lead, deal, merchant or lender from anywhere.
On a phone the sidebar becomes a menu in the top-left corner. Every page works on a phone, and every phone number is a link you can tap to call.
To switch between light and dark mode, open your account menu at the bottom of the sidebar and choose Theme.
Related articles
Invite your teamAdd teammates with an invite link or a password you set, choose their role, and remove access when someone leaves.
Roles and permissionsWhat owners, managers, agents, processors and read-only users can see and do.
Set up your organizationCompany details, team visibility, deal math defaults, lead sources and pipeline rules.