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ACH Processing

Process Debits and Credits with ACH Works Directly Through the Centrex Software Platform

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ACH Debits

Process borrower payments with an integrated ACH processor directly within Centrex Software.

ACH Credits

Grant your syndicates portal access to various reports on their deal participation and accounting.

Next Day Funding

Access commission reports for sales, brokers, lenders, syndicators, and more.

Bank Level Security

Give your customers a free login to view messages, upload docs, and view balances.

ACH Processing

The Borrower

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

The Investor/Syndicate

Add any ISO/broker or investor/syndication partner. Process borrower payments and investor/syndicate credits. View deal performance, and more.

The Funder

Access a portal to view important performance reports for your participated deals. Receive daily email reports, and more.

The Future of Automated ACH Processing is Here

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.

Loan Origination

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

Want to see the ACH Works platform in action?

Grow Your Portfolio Faster with ACH Works

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

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 the ACH Works Portal

Demo the ACH Works Platform

Experience the power of ACH Works and Centrex Software Managing Your Portfolio

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Costa Mesa, CA 92626
Phone: (888) 622 5810
Fax: (657) 900 2440