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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.


Step 3

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


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. 

Trey Markel

Trey Markel is the VP of Sales & Marketing and was one of the first three employees hired at Centrex Software when it was founded back in 2008. Trey has spent his entire career in FinTech and helping business owners solve simple and complex problems with software and technology. Trey has a bachelor of science degree in business administration from University of the Pacific.

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Phone: (888) 622 5810
Fax: (657) 900 2440