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
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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.

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ClixSign Documents

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

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Text & Email Marketing

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

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Client Portal

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

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Mobile App

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

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Contact & Deal Management

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

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Advance/Loan Servicing

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

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Multi-Company Management

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