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
Brokers
Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.
Funders
Add any broker or syndicate. Process merchant debits and syndicate credits. Track deal performance, and more.
Syndicators
View important performance reports for participated deals. Get daily email updates, and more.
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.
Grow Faster with Centrex Software
Generate more leads, close more deals, track and manage your portfolio, all under one roof.
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