Ferrylend Learn
Learn the lending business, and the CRM that runs it.
96 free lessons in 13 tracks. Written guides with checklists and worked examples, for owners, reps, processors and underwriters. No sign-up needed.
New to Ferrylend?Start here: The deal lifecycle in one page7 minutes, then a tour of the app and your first 30 minutes.New to the industry?What a merchant cash advance is (and is not)The first lesson of Merchant cash advance 101. No product required.
Using Ferrylend
Step-by-step lessons for each role, written from the app itself.
- 6 lessons 58 minStart hereHow a lead becomes a funded deal in the CRM, a tour of the app, roles, and your first 30 minutes.For: Everyone on the teamOpen track
- 12 lessons 68 minOwner and admin setupSet up the organization, users, visibility, pipeline, lead sources, custom fields, templates and imports before the team starts.For: Owners and managersOpen track
- 10 lessons 61 minSales rep playbookWork your leads, convert them to deals, request documents, read lender matches, submit, compare offers and close.For: Agents (sales reps)Open track
- 8 lessons 48 minProcessor playbookKeep files moving: documents, statement analysis, existing positions, submission packages, statuses and renewals.For: ProcessorsOpen track
- 7 lessons 47 minUnderwriting and analysisBuild the deal profile, set lender criteria, read the match matrix, price offers and leave a defensible record.For: Whoever reviews files (managers or processors)Open track
- 7 lessons 44 minFunded deals, commissions and reportsTrack funded deals and payback, spot renewals, reconcile lender statements, pay reps and report on the book.For: Owners and managersOpen track
Lending know-how
How merchant cash advance and small business lending actually work. Free for anyone.
- 8 lessons 65 minMerchant cash advance 101What an MCA is, who the players are, the factor-rate math, remittance, fees, stacking and the core vocabulary.For: New brokers, reps, processors and anyone new to MCAOpen track
- 6 lessons 45 minReading bank statementsRead business bank statements the way an underwriter does: true revenue, NSFs, balances, existing positions and red flags.For: Processors, underwriters and reps who pre-qualifyOpen track
- 7 lessons 48 minLender matching and submissionsHow lenders decide, keeping a lender list current, picking the right three to five, writing the submission and handling declines.For: Reps, processors and ownersOpen track
- 7 lessons 48 minSales and merchant conversationsLead sources, the first call, fast qualification, presenting offers honestly, objections, follow-up and referrals.For: Sales reps and the people who coach themOpen track
- 5 lessons 35 minCommissions and renewalsHow brokers get paid, splitting commissions fairly, when a merchant is renewal-ready, and chasing unpaid commissions.For: Owners, managers and repsOpen track
- 7 lessons 45 minCompliance basicsDisclosure laws, broker registration, calling and texting consent, advertising claims, PII and recordkeeping. Education, not legal advice.For: Owners, managers and anyone who talks to merchantsOpen track
- 6 lessons 44 minSBA, lines of credit and term loansWhen a term loan, line of credit, SBA loan or equipment financing beats an advance, and how to move a declined deal to a better product.For: Brokers who place more than MCAOpen track
Looking for a definition? The lending glossary explains every term. Need a quick answer about a screen? Try the help center.