CRM Software Designed for Equipment Leasing / Equipment Finance Lenders and Brokers
Equipment Leasing CRM
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
Brokers
Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.
Funders
Add any commercial mortgage loan broker or syndicate. Process borrower debits and syndicate credits. Track deal performance, and more.
Syndicators
View important performance reports for participated deals. Get daily email updates, and more.
Put the Power of Centrex in Your Customers Pocket
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
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.
Demo Our Equipment Leasing CRM
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