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Business Loan CRM

Run your business loan company under one roof

CRM software technology for business loan brokers, direct lenders, and investors to efficiently operate your business

Business Loan CRM

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

Business Loan CRM Mobile App

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.

Business Loan CRM Mobile App

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.

See it in Action

Demo Our Business Loan CRM

Like Nothing You’ve Seen. Sign Up Today & Experience Centrex Software