Broker/ISO Management

Manage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof.

ISO and Broker Management

Brokers and ISO's

  • Grant access all ISO’s and brokers to portal to submit new deals
  • Multi-company assignment to know which deal belongs to who
  • Broker and ISO email and SMS triggers and notifications
  • Custom branding within CRM and portal

Syndicates and Investors

  • Grant access to syndicates and investors to portal
  • Payee bank account data to pay out investors and syndicates
  • Create users and sub-users for all investors and syndicates
  • Custom branding for investors and syndicates within CRM and portal

Grow Smarter

with lender matchmaking

Take the guessing game out of your lender submissions and let Centrex lead the way with lender filters and matchmaking.

ClixSign Documents

Once a lender has said yes to your submission, send docs out for esign.

Text & Email Marketing

Communicate with your clients letting them know their request for funds have been accepted.

Client Portal

Give your clients the transparency they want with a full white labeled client portal.

Mobile App

Let your clients know which lenders have accepted right in their pocket.

Contact & Deal Management

Organize all your contacts and deals on those contacts for the best results.

Advance/Loan Servicing

As a funder manage your transactions and accounting all under one roof with Centrex.

Multi-Company Management

Manage multiple brands with multi-company management keeping everything safe and secure.