Lender Matchmaking

Add criteria for each one of your lenders and let Centrex recommend which lenders to submit to.

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Lender Criteria

  • Add lender criteria using any standard field or custom field in the CRM.
  • Criteria for lenders are normally 7 to 10 data points
  • Years in business, annual gross revenue, entity type, industry, state, credit score.
  • Lender criteria can be edited or changed at any time by you or another Centrex Software CRM user.

Lender Recommendations

  • Submit a single package to multiple lenders without having to remember which lenders to submit to.
  • CRM will recommend which lenders to send to in green based on 100% match rate.
  • Recommended lenders will display at the top of your lender list.
  • Lender performance tracking to better understand which lenders are closing the most deals.
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Grow Smarter

with lender matchmaking

Take the guessing game out of your lender submissions and let Centrex lead the way with lender filters and matchmaking.

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ClixSign Documents

Once a lender has said yes to your submission, send docs out for esign.

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Text & Email Marketing

Communicate with your clients letting them know their request for funds have been accepted.

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Client Portal

Give your clients the transparency they want with a full white labeled client portal.

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Mobile App

Let your clients know which lenders have accepted right in their pocket.

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Contact & Deal Management

Organize all your contacts and deals on those contacts for the best results.

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Advance/Loan Servicing

As a funder manage your transactions and accounting all under one roof with Centrex.

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Multi-Company Management

Manage multiple brands with multi-company management keeping everything safe and secure.