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sales@centrexsoftware.com
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Request a Demo: (888) 622-5810

Assign Funding Institutions

Assign Funding Institutions

Assign Funding Institutions for merchant cash advance clients is fast and easily and can be done in only 3 steps. If you want to learn more about the power of CentrexSoftware, click on over and request a demo!

 

We get the question occasionally asking how do I assign a funding institution to a merchant cash advance customer. One of the key features that CentrexSoftware has for dedicated merchant cash advance users is the ability to assign funding agencies right in the program. Let’s review how this works; it’s super easy and fast to do.

 

Step 1

Navigate to the client dashboard.

Step 1

 

 

Step 2

The second phase is to either add a new advance or edit a current advance.

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Step 3

Here is where you can see how to assign a funder.

step

 

It’s that easy! Assigning a funding source is simple and quick. Don’t forget that you can upload your own funding sources at any time. Keep in mind this is just one of many features that we have here at CentrexSoftware. If you would like to learn more about some of the specialty features that we have built with MCA industry in mind jump on over to Youtube and watch our short video Centrex Software Merchant Cash Advance CRM Overview or visit our fully transcribed version here

 

Rob Wagner
Rob Wagner

Rob Wagner is the Chief Marketing Officer at eDirex Media and is an Internet Marketing expert with expertise in content marketing, SEO, social media, search engine marketing, and online advertising. Mr. Wagner has been an Internet marketer for over 15 years.

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