Custom software development for lenders and brokers.
Deal pipelines, lender submissions, commission tracking, AI that reads bank statements, or anything your current CRM cannot do.
What we build for lenders and brokers
Tools for your team, apps for your clients, add-ons to the software you already use, or something new. Bring us any idea, or a problem your team runs into every day.
- A CRM built around your stages, lenders and commission splits
- AI that summarizes bank statements before anyone opens the PDF
- Lender submissions and offers tracked on every deal
- Commission tracking: expected, received and owed per rep
- A portal where merchants upload documents and sign
- Dashboards for funded volume, pipeline and close rates
Something else in mind? Tell us on a call.
Questions about custom software for lenders and brokers
Can you build a CRM for a broker or ISO shop?
Yes, shaped around your stages, your lenders and your commission splits. Ferrylend, a CRM we built for business lending brokers, tracks leads, deals, submissions to lenders, funded deals and commissions.
Can AI analyze bank statements for underwriting?
As a first pass, yes. It summarizes deposits, balances, negative days and existing positions for a person to review.
How are submissions to lenders tracked?
Every submission and every lender's response sits on the deal, so nobody has to chase offers through an inbox.
Can it track commissions?
Yes: the expected commission on every funded deal, what has been received, and what each rep is owed, split the way your shop pays.
Can we move off our current CRM?
Yes. We import your leads, deals and documents, and run both until your team switches.