CRM software technology for business loan brokers, direct lenders, and investors to efficiently operate your business
Business Loan CRM
Run your business loan company under one roof
Commercial Mortgage
Build amortization schedules for interest only and balloon payments and much more.
Equipment Leasing
Generate lease contracts, manage vendors, payment processing, and client portal.
Invoice Factoring
Client portal for uploading invoices, factorization calculator, calendar, and esign.
SBA Loans
Pre-populate large contracts, submission to multiple lenders, lender tracking.
Built for You
Brokers
Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.
Lenders
Add any broker or investor. Process client debits and investor credits. Track deal performance, and more.
Investors
View important performance reports for participated deals. Get daily email updates, and more.
Put Your Business Loan Company in the App Stores
Fully integrated into the Centrex business loan CRM via our API, is a mobile app white labeled to your brand that your clients can download from the Google and iOS mobile app stores.
With a complete Plaid integration, your clients can link their bank accounts which allows you to financially monitor the health of your clients business. Document management, task management, notifications, and loan transactions are details are all included.
The Future of
Business Loan CRM is Now
Multi-Lender Submissions
Send loan docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses. and submission statuses.
Full Underwriting
Complete underwriting technology with multi-loan tracking, plus third party integrations for borrower financials and credit reports.
Investor Tracking
Manage all investors for each business loan that you fund and/or service. Full investor portal and daily investor email campaigns.
Loan Origination
Originate new files with complete pipeline management, with electronic signature, client portal, document builder.
Grow Faster
Centrex business loan CRM.
Your Centrex business loan CRM along with the Centrex ecosystem, will put your business on a whole new world of success.
Accounting Reports
Build custom accounting reports with date and time filters along with transaction status filters.
Text & Email Marketing
Send both emails and text messages from the CRM on a one-off basis and/or blasting.
Client Portal
Give your clients a login to upload documents, view messages, monitor balances, and more.
ClixSign Documents
Send any document for electronic signature with pre-populated contact data.
Contract & Deal Management
Optimize and automate effortlessly with powerful contact and deal management tools.
Loan Servicing
Manage and service your entire portfolio through Centrex with integrated processing, and more.
Demo Our Business Loan CRM
Like Nothing You’ve Seen. Sign Up Today & Experience Centrex Software
