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