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Merchant Cash
Advance CRM

Run your entire finance business all with one platform

Merchant Cash Advance CRM for MCA Brokers, MCA Funders, and MCA Syndicates.  Experience the power of everything in one place.

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Pipeline Management

Manage multiple pipelines with custom list building and advance views and settings. Permission based security.

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Lender Submissions

Package up merchant docs and data and submit to multiple lenders all with one click of a button.

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Track Commissions

Create custom advance assignments and track commissions for each assignments both one-time and recurring.

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Customer Portal

Give your customers a free login to view messages, upload docs, see tasks, view notes, see transactions, and more.

Built for Your Business

Merchant Cash Advance Brokers

Add any funder, submit deals, view performance, send documents for eSign, view email opens, send text messages, take notes, and boost sales.

Merchant Cash Advance Funders

Add any ISO/broker or syndicate partner, process merchant payments and syndicate credits, view deal performance, track renewals, and much more.

Merchant Cash Advance Syndicates

Access a portal to view important performance reports for your participated deals, receive daily email reports, credits in batch, and much more.

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Put the Power of Centrex in Your Customers Pocket

Creating more engaging relationships with your customers always brings more business and revenue to the front door.  The Centrex white labeled mobile app is designed and architected to do just that.

When your merchants download your mobile app from the iOS app store or Android app store, they will have the ability to:

  • Link their bank accounts
  • Upload documents
  • View and complete tasks you give them
  • See how many advances they have on file
  • View transactions and advance balances
  • Monitor their financial health
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The Future of
Merchant Cash Advance CRM is Now

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Lender Matchmaking

Use criteria and filters for each lender you add into the CRM so Centrex can make a recommendation on which lenders to submit files to.

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Complete Underwriting

Robust underwriting tools include multi-advance tracking and third party integrations for merchant bank statement validation and credit reports.

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Deal Participation Tracking

View all advances and business loans that you are participating in or syndication partners you have on your loans or advances.

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Advance Origination

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

Grow Faster

with Centrex Software

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

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ClixSign Documents

Send any document for electronic signature with pre-populated contact data.

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Text & Email Marketing

Communicate with clients, send campaigns, track opens, and more.

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Client Portal

Give your clients a login to upload documents, view messages, monitor balances, and more.

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Broker/ISO Management

Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.

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Contract & Deal Management

Optimize and automate effortlessly with powerful contact and deal management tools.

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Advance Servicing

Manage and service your entire advance portfolio through Centrex with integrated payment processing, and more.

See it in Action

Demo Our Merchant Cash Advance CRM

Like Nothing You’ve Seen. Sign Up Today & Experience Centrex Software