Skip to main content
merchant cash advance crm

Equipment Leasing CRM

CRM Software Designed for Equipment Leasing / Equipment Finance Lenders and Brokers

CRM Software Designed for Equipment Leasing / Equipment Finance Lenders and Brokers

Integrated ACH Processing

Process borrower payments with an ACH processor integrated directly into Centrex.

Syndication Portal

Give syndication partners access to a reporting portal to track their deal participation.

Commission Tracking

Keep track of commission for sales, brokers, lenders, syndicators, and more.

Client Portal

Give your clients access to a portal to view messages, upload docs, and view balances.

Built for Your Business


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


Add any commercial mortgage loan broker or syndicate. Process borrower debits and syndicate credits. Track deal performance, and more.


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

Put the Power of Centrex in Your Customers Pocket

Equipment Leasing CRM Software

Creating more engaging relationships with your customers always brings more business and revenue to the front door.  The Centrex white labeled mobile app is designed and architected to do just that.

When your merchants download your mobile app from the iOS app store or Android app store, they will have the ability to:

  • Link their bank accounts
  • Upload documents
  • View and complete tasks you give them
  • See how many advances they have on file
  • View transactions and advance balances
  • Monitor their financial health
Equipment Leasing CRM Software

The future of equipment leasing CRM is now

Multi-Lender Submissions

Send equipment financing or leasing docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses.

Full Underwriting

Complete underwriting technology with multiple equipment financing or leasing deal tracking, plus third party integrations for borrower financials and credit reports.

Participation Tracking

Manage all equipment financing or leasing deals that you are participating in or syndication partners you have on your equipment financing or leasing deals.

Equipment Finance / Lease 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.

ClixSign Documents

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

Text & Email Marketing

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

Client Portal

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

Broker/ISO Management

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

Contract & Deal Management

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

Advance Servicing

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

Want to see the CRM in action?

Demo Our Equipment Leasing CRM

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

Close Menu

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