Invoice Factoring CRM

CRM Software Designed for Invoice Factoring Lenders and Brokers

Integrated ACH Processing

Process borrower payments with an ACH processor integrated directly into Centrex.

Syndication Portal

Give syndication partners access to a reporting portal to track their deal participation.

Commission Tracking

Keep track of commission for sales, brokers, lenders, syndicators, and more.

Client Portal

Give your clients access to a portal to view messages, upload docs, and view balances.

Built for Your Business

Brokers

Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.

Funders

Add any commercial mortgage loan broker or syndicate. Process borrower debits and syndicate credits. Track deal performance, and more.

Syndicators

View important performance reports for participated deals. Get daily email updates, and more.

Put the Power of Centrex in Your Customers Pocket

Creating more engaging relationships with your customers always brings more business and revenue to the front door. The Centrex white labeled mobile app is designed and architected to do just that.

When your merchants download your mobile app from the iOS app store or Android app store, they will have the ability to:

Link their bank accounts
Upload documents
View and complete tasks you give them
See how many advances they have on file
View transactions and advance balances
Monitor their financial health

The future of invoice factoring CRM is now

Multi-Lender Submissions

Send equipment financing or leasing docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses.

Full Underwriting

Complete underwriting technology with multiple invoice factoring deal tracking, plus third party integrations for borrower financials and credit reports.