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SBA Loan CRM

SBA Loan CRM

CRM Software Designed for SBA Lenders and Brokers

CRM Software Designed for SBA Lenders and Brokers

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 Your Business

Brokers

Add any lender, submit deals, and track performance. Send documents for electronic signature, track emails, and close more deals.

Funders

Add any commercial mortgage loan broker or syndicate. Process borrower debits and syndicate credits. Track deal performance, and more.

Syndicators

View important performance reports for participated deals. Get daily email updates, and more.

Put the Power of Centrex in Your Customers Pocket

SBA Loan CRM Software Mobile

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
SBA Loan CRM Software Mobile

The future of SBA loan CRM is now

Multi-Lender Submissions

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

Full Underwriting

Complete underwriting technology with multiple SBA loan tracking, plus third party integrations for borrower financials and credit reports.

Participation Tracking

Manage all the SBA loans that you are participating in or syndication partners you have on SBA loans.

Invoice Factoring Origination

Complete customizable 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.

ClixSign Documents

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

Text & Email Marketing

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

Client Portal

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

Broker/ISO Management

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

Contract & Deal Management

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

Advance Servicing

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

Want to see our CRM in action?

Demo Our SBA Loan CRM

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

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3090 Pullman St
Costa Mesa, CA 92626
Sales@CentrexSoftware.com
Phone: (888) 622 5810
Fax: (657) 900 2440