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Ferrylend

Using Ferrylend

Sales rep playbook

Work your leads, convert them to deals, request documents, read lender matches, submit, compare offers and close.

10 lessons About 61 minutes For agents (sales reps)

0 of 10 lessons complete

Start: Working the leads list every day

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  1. 1Working the leads list every day 6 min
  2. 2Add a lead and convert it to a deal 6 min
  3. 3The merchant profile, owners and bank accounts 5 min
  4. 4Running your deals on the board 7 min
  5. 5Requesting documents and stips from the merchant 6 min
  6. 6Notes, calls and follow-up tasks 6 min
  7. 7Reading lender matches on a deal 6 min
  8. 8Sending a submission to lenders 7 min
  9. 9Recording and comparing offers 7 min
  10. 10When the deal funds: marking it funded and your commission 5 min