Business Loan CRM

Run your business loan company under one roof

CRM software technology for business loan brokers, direct lenders, and investors to efficiently operate your business

Commercial Mortgage

Build amortization schedules for interest only and balloon payments and much more.

Equipment Leasing

Create dynamic payment plans and build custom fields for equipment value and age.

Invoice Factoring

White labeled client portal where clients can upload invoices and see transactions.

SBA Loans

Package up unlimited docs and market to multiple lenders with one click of a button.

Built for You


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


Add any broker or syndicate. Process merchant debits and syndicate credits. Track deal performance, and more.


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

Give The Power Of Centrex Software To Your customers

Centrex Software CRM will boost your team’s productivity, increase efficiency, provide more transparency, and generate more revenue. Manage your entire end-to-end business in one central platform.

Whether you are funder, broker, or any business owner in need of a better way to track and manage your pipeline, Centrex Software CRM is built for you. You’ll have access to state-of-the art technology to keep you at the cutting edge of your industry.

The Future of
Business Loans CRM is Now

Multi-Lender Submissions

Send advance and loan docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses.

Full Underwriting

Complete underwriting technology with multi-advance tracking, plus third party integrations for merchant financials and credit reports.

Participation Tracking

Manage all advances and business loan that you are participating in or syndication partners you have on your loans or advances.

Loan Origination

Complete customizable 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.

ClixSign Documents

Send any document for electronic signature with pre-populated contact data.

Text & Email Marketing

Communicate with clients, send campaigns, track opens, and more.

Client Portal

Give your clients a login to upload documents, view messages, monitor balances, and more.

ClixSign Documents

Send any document for electronic signature with pre-populated contact data.

Contract & Deal Management

Optimize and automate effortlessly with powerful contact and deal management tools.

Loan Servicing

Manage and service your entire portfolio through Centrex with integrated processing, and more.

See it in Action

Demo Our Business Loan CRM

Like Nothing You’ve Seen. Sign Up Today & Experience Centrex Software