Payment Integrations
Process borrower payments with an integrated ACH processor directly within Centrex Software.
Syndicate Reporting
Grant your syndicates portal access to various reports on their deal participation and accounting.
Track Commissions
Access commission reports for sales, brokers, lenders, syndicators, and more.
Customer Portal
Give your customers a free login to view messages, upload docs, and view balances.
Built for You
Financial Brokers
Add any funder, submit deals to them, and view performance. Send documents for eSign, view email opens, and boost sales.
Financial Funders
Add any ISO/broker or investor/syndication partner. Process borrower payments and investor/syndicate credits. View deal performance, and more.
Financial Investors/Syndicates
Access a portal to view important performance reports for your participated deals. Receive daily email reports, and more.
The Future of Financial CRM is Now
Multi-Funder Submissions
Submit advance and loan documents to multiple funders at once. Track and manage lender submissions with notes and approval statuses.
Complete Underwriting
Robust underwriting tools include multi-advance tracking and third party integrations for merchant bank statement validation and credit reports.
Deal Participation Tracking
View all advances and business loans that you are participating in or syndication partners you have on your loans or advances.
Loan Origination
Complete customizable merchant cash advance CRM with electronic signature, client portal, document builder and much more.
Grow Faster with Centrex Software
Generate more leads, close more deals, track and manage your portfolio, all under one roof.
Demo Our Financial CRM
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