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b-image-3aWe are very proud to announce the launch of our new Merchant Cash Advance Customer Relationship Management Software, or MCA/CRM for short.

We would love for you to see a demo, request a demo today!

Our new technology has made tracking and maintaining those requesting merchant cash advance loans easier and more efficient than ever before. The software is aimed specifically at cash advance and revenue based lenders, brokers, and syndicators.

We developed the software because we saw a need for an ability to keep track of customers and prospects under one roof.

The idea being brokers, funders, and syndicators should have the capacity to manage their business from one platform. They claim it as a once arduous task that previous software has failed to deliver fully on.

Trey Markel, a software specialist here at Centrex put it best, “We built dedicated technology for revenue based advance and merchant cash advance brokers, funders, and syndicators to get money in the hands of small business owners quicker and more efficiently than ever before.”

One of the notable features which sets us apart from other CRM platforms is a fine-tuned simple user interface which allows total control of client portfolios, where users can easily manage prospects and customers. Underwriting and servicing features included with our CRM software give you the ability to underwrite merchants and service their portfolios by credit card or ACH drafts.

Every aspect of the software can be customizable, including all forms, templates, plans, and loan payments.

Included with the program is a full client portal, where borrowers can log into the system anytime to see the status of their loan or advance. Customers can also upload documents and see statistics such as how many payments they have made and their total balance.

ISO managing and broker capabilities are included where compensation and commission splits can happen in real time.

Trey sums up the software best, “Overall Centrex Software is a one-stop shop for brokers, syndicators, and funders to close more deals faster than ever before.”

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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3090 Pullman St
Costa Mesa, CA 92626
Phone: (888) 622 5810
Fax: (657) 900 2440