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Financial CRM

Financial CRM Designed for Loan Brokers, Loan Funders, and Loan Investors/Syndicators

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Payment Integrations

Process borrower payments with an integrated ACH processor directly within Centrex Software.

Syndicate Reporting

Grant your syndicates portal access to various reports on their deal participation and accounting.

Track Commissions

Access commission reports for sales, brokers, lenders, syndicators, and more.

Customer Portal

Give your customers a free login to view messages, upload docs, and view balances.

Built for You

Financial Brokers

Add any funder, submit deals to them, and view performance. Send documents for eSign, view email opens, and boost sales.

Financial Funders

Add any ISO/broker or investor/syndication partner. Process borrower payments and investor/syndicate credits. View deal performance, and more.

Financial Investors/Syndicates

Access a portal to view important performance reports for your participated deals. Receive daily email reports, and more.

The Future of Financial CRM is Now

Multi-Funder Submissions

Submit advance and loan documents to multiple funders at once.  Track and manage lender submissions with notes and approval statuses.

Complete Underwriting

Robust underwriting tools include multi-advance tracking and third party integrations for merchant bank statement validation and credit reports.

Deal Participation Tracking

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

Loan Origination

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

Want to see our financial CRM in action?

Grow Faster with Centrex Software

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

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 Software in Action

Demo Our Financial CRM

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