| What it does | AI assistant for real estate agents that captures leads, organizes client information, and automates follow-ups through voice, text, and mobile apps
| CRM for MCA brokers, ISOs, funders and business lenders
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Free trial
| Paid
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| Pricing | 30-day free trial, then $49.99 per month for individual agents. Custom pricing for teams and brokerages.
| 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
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| Key features | - Voice lead capture from WhatsApp, SMS, and mobile apps
- Automatic property matching based on buyer requirements
- Personalized email and message draft generation
- Follow-up reminders and task tracking
- Morning briefs with relationships, tasks, and meetings
- Business card and handwritten notes scanning
- Google Contacts and CRM system sync
| - 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
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| What makes it different | - Voice-first interface works from WhatsApp, SMS, or mobile apps without switching between tools
- Automatic property matching in seconds based on buyer preferences
- Eliminates missed follow-ups through automated reminders and task tracking
- Drafts personalized responses instantly using client context already captured
- Saves 10+ hours per week through automated organization and workflow
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 37 ● no change since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 21 | 0 |
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| Citation Flow (Majestic) | 30 | 15 |
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| Referring domains (Majestic) | 428 | 1 |
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The Librarian™
Ferrylend