Lender Matchmaking

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

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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.
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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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Let Centrex Software take the guessing game out of your lender submissions

Add criteria to each one of your lenders and then let Centrex Software recommend which lenders to send the file to based on 100% match rate.

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