Equipment Leasing CRM Software

CRM Software Designed for Equipment Leasing / Equipment Finance Lenders and Brokers

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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 You

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.

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The future of equipment leasing 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 equipment financing or leasing deal tracking, plus third party integrations for borrower financials and credit reports.

Participation Tracking

Manage all equipment financing or leasing deals that you are participating in or syndication partners you have on your equipment financing or leasing deals.

Equipment Finance / Lease Origination

Complete customizable CRM with electronic signature, client portal, document builder and much more.

Want to see our equipment leasing CRM in action?

Grow Faster with Centrex Software

Generate more leads, close more deals, track and manage your portfolio, all under one roof.

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Text & Email Marketing

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

Loan Servicing

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

Clixsign® Documents

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

Contact & Deal Management

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

Client Portal

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

Affiliate Management

Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.

See Centrex in Action

Demo Our Equipment Leasing CRM

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