logo

Centrex Software Links

See below for a few helpful links.
CRM Software Login
Text Message Software Login
sales@centrexsoftware.com
(888) 622-5810

Monday – Friday 8:00am PST – 5:00pm PST

Request a Demo: (888) 622-5810

Cash Advance Management
Architected for funders, brokers and syndicators. Merchant cash advance CRM that inspires
Request a Demo

The CRM of the Future

Come experience the dedicated merchant cash advance CRM that allows you and your business to manage everything you need all in one place.  Your entire business, all under one roof for one price.

Request a Demo
Dedicated CRM

CRM functionality with full lead tracking designed for merchant cash advances and revenue based advances.

Multi-Funder Submissions

Package up and submit merchant applications to multiple funders at the same time. Track each submission with submission status and notes.

Funder Performance

Keep track of each one of your direct funders and how they are closing your deals.  Track overall performance and time to closing.

Pricing and Underwriting

Price out and complete full underwriting for each merchant with several third party integrations and API’s.

Your Cash Advance Company Anywhere You Want It

Stay securely connected to your finance company at any time

Servicing Your Funded Portfolio

Manage and service your entire funded portfolio with integrated credit card and ACH processing along with Quickbooks Accounting API.

Request a Demo
Borrower Financials

Input daily average balances, total deposits, NSF’s, withdraws, ending balance along with credit card processing statements.

FICO Data

Pull FICO and other credit report data from resellers and directly from TransUnion.  Other integrations are coming soon.

Bank Statement Validation

Pull Decision Logics validation reports directly into the platform along with the ability to refresh those reports at any time.

Multi-Funder Submissions

Package together an advance with multiple documents and submit to several different funders all at the same time.

Syndication Tracking

If you are participating or have brokers participating with you, track each advance and expected fee’s and income per advance.

ACH Drafting

Service your entire loan portfolio as a direct funder with daily, weekly, or monthly ACH drafts.  Full accounting with integration into Quickbooks online.

Take the Next Step to Success

Come join one of the fastest growing finance sectors in the US and use the most reliable and intuitive platform in the industry to do it.

Request a Demo