CRM for MCA brokers, ISOs, funders and business lenders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
US
Pricing model
Freemium
Paid
Pricing
Creators: Free (with no card required), Starter £99/month, Pro £299/month. Brands: £999/month. Agencies: £1,999/month. Annual billing saves 17% on creator and Brand plans and 20% on the Agency plan. Storage add-on from £9/month.
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
Deals pipeline with deliverables and timelines
Contracts with e-signature
Email inbox integration with Gmail or Outlook
Video meetings with guest links and screen share
Invoicing with Stripe payment links
Live media kit at herduk.co.uk/yourname
Video editor with trimming, captioning and grading
Expenses and tax-ready financials
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
Agency commission split taken automatically from payments via Stripe Connect
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
Herd
Ferrylend