Business Loan CRM

CRM for Business Loan Brokers, Funders, and Syndicators to Operate Your Business

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Build amortization schedules for interest only and balloon payments and much more.

Create dynamic payment plans and build custom fields for equipment value and age.

White labeled client portal where clients can upload invoices and see transactions.

Package up unlimited docs and market to multiple lenders with one click of a button.

Built for You


Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.


Add any broker or syndicate. Process merchant debits and syndicate credits. Track deal performance, and more.


View important performance reports for participated deals. Get daily email updates, and more.

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The future of business loan CRM is now

Multi-Lender Submissions

Send advance and loan docs to multiple lenders at the same time.  Track lender submissions with notes and submission statuses.

Full Underwriting

Complete underwriting technology with multi-advance tracking, plus third party integrations for merchant financials and credit reports.

Participation Tracking

Manage all advances and business loan that you are participating in or syndication partners you have on your loans or advances.

Loan Origination

Complete customizable CRM with electronic signature, client portal, document builder and much more.

Want to see our business loan CRM in action?

Grow Faster with Centrex Software

Generate more leads, close more deals, track and manage your portfolio, all under one roof.

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Text & Email Marketing

Communicate with clients, send campaigns, track opens, and more.

Loan Servicing

Manage and service your entire portfolio through Centrex with integrated processing, and more.

ClixSign® Documents

Send any document for electronic signature with pre-populated contact data.

Contact & Deal Management

Optimize and automate effortlessly with powerful contact and deal management tools.

Client Portal

Give your clients a login to upload documents, view messages, monitor balances, and more.

Affiliate Management

Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.

See Centrex in Action

Demo Our Business Loan CRM

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