Native Salesforce document generation and e-signature platform
CRM for MCA brokers, ISOs, funders and business lenders
Stage
Not given
Not given
Founded
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Based in
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US
Pricing model
Freemium
Paid
Pricing
Free plan with up to 10 documents/month. Starter: $10/user/month (annual) or $12/user/month (monthly), minimum 5 users. Professional: $15/user/month (annual) or $18/user/month (monthly), minimum 50 users. Enterprise: Custom pricing for 50+ users. Dochly Storage add-on: $5/user/month (included in Ent
Core: $69 per user per month (billed monthly). Pro: $99 per user per month (billed monthly). Setup fee: $999, waived through December 31. AI statement parsing: $0.05 per page on Core, $0.03 on Pro. AI reads of lender replies: $0.05 per read on Core, Pro includes 500 per month then $0.05 each. Option
Key features
Document generation from Salesforce records
Drag-and-drop template editor
Tamper-evident audit trail
Document storage in Salesforce Files
Salesforce Flow and API integration
Bank statement analysis with AI reading of deposits, balances, NSFs and existing positions
Lender auto-matching with stored criteria and rule-based filtering
Submission package building with per-lender templates and document tracking
Offer comparison calculator showing net funds, payback, payment and cost
Commission tracking with expected versus received, splits and clawbacks
Renewal eligibility tracking and automation
Role-based access control with audit logging of all changes
Data import from CSV, XLSX, current CRM or spreadsheets
Mobile-responsive interface with tap-to-call and tap-to-email
What makes it different
100% native Salesforce architecture with zero data leaving your org
Enterprise-grade security at affordable per-user pricing
HIPAA and SOX compliant workflows
No third-party tools or external servers required
Works across all Salesforce editions
Built specifically for merchant cash advance and business funding, not a generic CRM reshaped for lending
Published, transparent pricing with no seat minimum and no hidden costs
Free data migration from current CRM or spreadsheets included with setup
Your merchants stay yours; no funders, no competing, encrypted data security
Proof of submission with timestamps and audit trail for every lender contact
Dochly
Ferrylend