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Lending CRM

Ferrylend

Lending CRM

Ferrylend is a web-based CRM for merchant cash advance (MCA) and business funding brokers, ISOs and funders. It holds leads, bank statements, lender criteria, submissions, offers, funded deals, commissions and renewals on one record per deal. MCA is the main focus, but deals and lenders can also be tagged as term loans, lines of credit, SBA, equipment or factoring, so other products sit in the same pipeline.

Made by Digital Mundo LLC (location not published) · Listing checked Oct 24, 2026

What it does

It is built for lending shops of any size, from a single closer to a full sales floor. Key features include lender matching against stored rules with the reason for every pass or fail, AI reading of bank statement PDFs, stamped submission documents with proof of submission, side-by-side offer comparison and commission tracking with splits and clawbacks. Ferrylend says it does not fund or broker deals and never sells customer data.

Pricing is published per user per month with no seat minimum. Core costs $69 monthly or $59 billed annually. Pro costs $99 monthly or $84 billed annually and adds AI statement parsing, advanced reports, renewal automation, e-sign (through your own BoldSign account, DocuSign coming soon) and Gmail sending. A $999 one-time setup fee is waived for workspaces created through December 31, 2026. There is no free plan, but a live demo with sample data needs no signup.

Use it to

  • Match each MCA or business loan deal against stored lender criteria and see why lenders pass or fail
  • Pull deposits, balances, NSFs and existing positions out of bank statement PDFs
  • Send submission packages to several lenders and compare the offers side by side on cost and commission
  • Track expected versus received commissions, rep splits and clawbacks
  • See which funded merchants are eligible for a renewal and create follow-up tasks

Pricing

Checked Oct 24, 2026
Starts at$59/user/mo
Free planNo
  • From $59/user/month billed annually ($69 monthly)
  • Ferrylend is sold per user per month in USD with no seat minimum. Core is $69 per user per month billed monthly, or $59 billed annually (about 15% less). Pro is $99 per user per month billed monthly, or $84 billed annually. Setup and onboarding, including data migration from your current CRM, is a one-time $999 fee per workspace, waived for workspaces created through December 31. Optional add-ons include AI statement parsing at $1.50 per statement (25 a month included in Pro), e-sign at $39/month and advanced reports at $49/month (both included in Pro), email campaigns at $29/month with 5,000 emails included then $0.80 per 1,000, bring-your-own Cloudflare R2 storage at $199/month, and hands-on training at $750 one-time. Plans are month to month unless you choose annual billing. Confirm current prices on the official Ferrylend pricing page before buying.

Prices come from Ferrylend's public pricing page and change, so confirm on their site before you subscribe.

Good and watch out

What's good

  • Pricing is published per user with no seat minimum and no demo required to see costs
  • Lender matching shows the specific reason a deal fails each lender's rules
  • Submitted PDFs are stamped per lender and a proof of submission includes a hash of every file sent
  • Sensitive fields and documents are encrypted with a key unique to each company, with an audit log of reveals and exports
  • Free data migration and a waived $999 setup fee for workspaces created through December 31, 2026
  • Live demo with sample data: no signup or card, it asks for a work email to start

Watch out for

  • No free plan or free trial beyond the sample-data demo
  • AI statement parsing, e-sign and advanced reports cost extra on Core
  • SMS, a built-in dialer, bank connect and Outlook sending are listed as coming, not available now
  • The deepest tooling (statement analysis, positions, factor-rate math, renewals) is built for MCA rather than other loan types

Tool facts

Free Version

No (no free plan or trial; sample-data live demo, no signup, asks for a work email to start)

Pricing

From $59/user/month billed annually ($69 monthly)

API Available

Not published (lender API connectors on roadmap)

Mobile App

No native app (every screen works in a phone browser)

Platforms

Web

Languages

English

Tags

bank statement analysisBroker Softwarebusiness lendingcommission trackingISO Softwarelender matchingMCA CRM

For developers

API

  • Ferrylend does not publish a public API on the pages reviewed.
  • Lender API connectors and bank connect are listed on the roadmap and are not sold until they ship.
  • Current integrations include Gmail sending (Pro), e-sign through your own BoldSign account (DocuSign coming soon) and your own Cloudflare R2 storage; a Kixie calling integration is in beta.
  • API availability: No

Sources

Official Website

Pricing

Community resources

Ferrylend Website

Product overview.

Ferrylend Pricing

Current plans and prices.

Questions

What is Ferrylend?
Ferrylend is a CRM for MCA and business funding brokers, ISOs and funders. It covers leads, bank statement analysis, lender matching, submissions, offers, commissions and renewals.
How much does Ferrylend cost?
Core is $69 per user per month and Pro is $99, or $59 and $84 billed annually. There is no seat minimum, and a $999 setup fee is waived through December 31.
Is there a free plan or free trial?
There is no free plan. You can try a live demo workspace with sample data, no signup or card required, and paid plans are month to month.
Does Ferrylend work for loans other than MCA?
Yes. Lenders, programs and offers can be tagged as MCA, term loan, line of credit, SBA, equipment or factoring, though the deepest tools are built for MCA.
Can Ferrylend import data from my current CRM?
Yes. You send a CSV or Excel export and the team maps columns with you, skips duplicates and imports lenders, included in setup at no extra charge.
Does Ferrylend have a mobile app?
There is no app to install. Ferrylend says every screen works in a phone browser, with tap to call or email merchants.

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Listing last checked Oct 24, 2026 against Ferrylend's website and pricing page. Features and prices change; check the vendor's site before you rely on them.