Use cases
One system for everyone who touches a deal
From the rep who takes the first call to the team that tracks the payback. Here is what each role does in it.
Shop owners
See the whole book without asking anyone
You want to know what is in the pipeline, what funded this month, what commission is still owed and who is ready to renew, without chasing reps for spreadsheets.
With Ferrylend
- One pipeline from new lead to funded, with every deal's stage history.
- Expected, received and clawed-back commissions, with rep and partner splits worked out the same way every time.
- Renewal lists that show who is eligible now and who is close.
- Roles that decide who sees what, and an audit log of who changed what.
- Published per-user pricing with no setup fee.
Sales reps and ISOs
Spend the day on the phone, not in the CRM
Your leads come from lists, referrals and your website. The faster you can work them and get a package to the right lenders, the more you fund.
With Ferrylend
- Import a lead list in minutes, with duplicates caught before they reach your pipeline.
- Your own referral link to the online application, with statements uploaded by the merchant.
- Convert a lead into a merchant, owner and deal in one step.
- See which lenders a deal fits before you submit, and why the others do not.
- Every number is a tap-to-call link, and every page works on your phone.
Processors
Clean packages, out the door, tracked
You collect the documents, build the package and send it to a list of lenders, then keep track of every response, stip and offer.
With Ferrylend
- Documents and stip requests on the deal, with what is received and what is still missing.
- One email per lender from your template, following each lender's subject format, with the package attached.
- Send from the app or from your own email, and see every submission's status in one list.
- Decline reasons and stip requests recorded per lender.
- Offers entered once, with the math worked out and comparable side by side.
Underwriters
Every number behind the decision, in one place
You need the bank activity, existing positions and history in front of you, and a clear record of conditions and why a deal was approved or declined.
With Ferrylend
- Monthly statement figures per account: deposits, balances, NSFs and negative days.
- Existing positions and what a new payment does to the merchant's holdback.
- An underwriting tab with notes on liens, UCC position and history, with version history.
- Conditions you approve or decline, recorded with who did it.
- Pricing that locks at the stage you choose, with every unlock recorded.
Funder operations
From funded to paid back to renewed
Once a deal funds, the work becomes tracking payments and performance, settling what is owed to the partners who sent it, and knowing when the merchant can come back.
With Ferrylend
- Funded deals with payback, payment schedule and percent paid.
- Payments recorded one by one or imported from a remittance report.
- Partner and referral splits, payouts and clawback windows tracked per deal.
- Renewal eligibility checked every night against your threshold.
- Programs and criteria per product, for loans, lines of credit, SBA and equipment as well as advances.
See it with your own deals.
Tell us about your shop. We set up your workspace and import your data from your current CRM.