Process borrower payments with an integrated ACH processor directly within Centrex Software.
Grant your syndicates portal access to various reports on their deal participation and accounting.
Access commission reports for sales, brokers, lenders, syndicators, and more.
Give your customers a free login to view messages, upload docs, and view balances.
Built for You
Add any funder, submit deals to them, and view performance. Send documents for eSign, view email opens, and boost sales.
Add any ISO/broker or investor/syndication partner. Process borrower payments and investor/syndicate credits. View deal performance, and more.
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
Submit advance and loan documents to multiple funders at once. Track and manage lender submissions with notes and approval statuses.
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.
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.