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Ferrylend

Integrations: what works today and what's coming

Use Ferrylend with the email, e-sign, phone and data tools you already have. What works today with no setup, what is built in, and how to join a waitlist for what is coming.

Updated Everyone can see the list and join waitlists. Owners and managers connect integrations.

Open Settings → Integrations. The list has two parts: Connect your tools (your own accounts, such as your mailbox, your e-sign tool or your dialer) and Built into Ferrylend (features and add-ons that run inside Ferrylend, with nothing else to sign up for). Each card shows where it stands for your workspace: Connected, Available, Works today or Coming soon. Use the filter and search at the top to narrow it down.

Works today, with nothing to connect

  • Any phone or softphone. Every phone number is a call link. Click it and your computer opens its default calling app (RingCentral, Zoom Phone, Kixie or any softphone); on a phone it dials directly. Record the outcome with Log call on the lead.
  • Any e-sign tool, by upload. Send the application or contract from DocuSign, PandaDoc or whatever you use. When it comes back signed, open the deal, go to Documents and upload it as Signed contract (or Signed application). A signed contract marks the contract on the accepted offer signed and moves the deal to Contracts signed. The Signed contract button on the Documents tab does this in one step.
  • Spreadsheets. Import leads, or merchants with their owners, from any CSV or Excel export (see Import leads).

Built into Ferrylend

  • Email from the app. Submissions and emails go out under your name with replies to your own inbox. Add and verify senders in Settings → Senders.
  • Merchant application link. Your own application with statement upload and consent (see Your online application link).
  • AI bank statement reading. Upload statement PDFs on a deal's Bank statements tab and the monthly figures and existing positions are filled in for you. Included in Pro, or sold as an add-on.
  • Lender submissions by email, and portal-assist for lenders that take deals through their own portal (see Send a submission).

Coming soon, and the waitlist

Cards marked Coming soon are not in the product yet: sending from Gmail or Outlook, a per-deal email address to BCC or forward to, DocuSign, PandaDoc and Dropbox Sign, call logging from RingCentral, Kixie, Aircall, Dialpad and JustCall, bank connect, a built-in dialer, SMS, built-in e-sign, DecisionLogic, CRS credit reports, Credibly and Lendio submissions, Zapier, an API with webhooks, QuickBooks and Slack.

  1. 1Click Join waitlist on the card.
  2. 2Optionally, tell us which tool you use and what you need it to do. This note is the most useful part.
  3. 3The button changes to On the waitlist. Click it again to edit your note or leave the waitlist.

Waitlists decide what we build next. Each card also says what to do in the meantime, for example uploading the signed PDF until your e-sign tool connects.

Not on the list?

Use Request an integration at the bottom of the page to tell us which tool you depend on. Our team reads every request.

Add-on prices on the cards come from the current price list. Settings → Plan & features shows what your plan already includes.

Related articles

Submit a deal to lendersBuild one email per lender from your template, or a copy kit for lenders you submit to on their portal, attach the package, and track every response.
Your online application linkShare a link (or embed a form on your website) where merchants apply, upload bank statements and consent. Each application arrives as a new lead.
Import leads from a spreadsheetBring in a CSV or Excel list of leads, or merchants with their owners: map the columns, choose how duplicates are handled, and assign the rows to reps.
All help articlesStill have a question? Contact us