Merchant Cash
Advance CRM

Run your entire finance business all with one platform

Merchant Cash Advance CRM for MCA Brokers, MCA Funders, and MCA Syndicators

Payment Integrations

Process merchant 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

MCA Brokers

Add any funder, submit deals to them, and view performance. Send documents for eSign, view email opens, and boost sales.

MCA Funders

Add any ISO/broker or syndication partner. Process merchant payments and syndicator credits. View deal performance, and more.

MCA Syndicators

Access a portal to view important performance reports for your participated deals. Receive daily email reports, 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
Merchant Cash Advance 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.

Advance 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.

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.

Affiliate Management

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

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 Merchant Cash Advance CRM

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