Invoice Factoring CRM Software

CRM Software Designed for Invoice Factoring Lenders and Brokers

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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 You


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.

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The future of invoice factoring CRM is now

Multi-Lender Submissions

Send invoice factoring docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses.

Full Underwriting

Complete underwriting technology with multiple invoice factoring deal tracking, plus third party integrations for borrower financials and credit reports.

Participation Tracking

Manage all the invoice factoring deals that you are participating in or syndication partners you have on invoice factoring deals.

Invoice Factoring Origination

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

Want to see our invoice factoring CRM in action?

Grow Faster with Centrex Software

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

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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 in Action

Demo Our Invoice Factoring CRM

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