Syndicate Network

CRM for Business Loan Brokers, Funders, and Syndicators to Operate Your Business

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Easy Underwriting

Process borrower payments with an integrated ACH processor directly within Centrex Software.

Clean Integration

Grant your syndicates portal access to various reports on their deal participation and accounting.

Detailed Reports

Access commission reports for sales, brokers, lenders, syndicators, and more.

SuperVest Portal

Give your customers a free login to view messages, upload docs, and view balances.

Get Syndication

Invest

Add any funder, submit deals to them, and view performance. Send documents for eSign, view email opens, and boost sales.

Submit Deals

Add any ISO/broker or investor/syndication partner. Process borrower payments and investor/syndicate credits. View deal performance, and more.

Underwriting Products

Access a portal to view important performance reports for your participated deals. Receive daily email reports, and more.

The Future of Easy Participation is Here

Multi-Funder Submissions

Submit advance and loan documents to multiple funders at once. Track and manage lender submissions with notes and approval statuses.

Complete Underwriting

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

Deal Participation Tracking

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

Loan 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.

ClixSign Documents

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

Text & Email Marketing

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

Client Portal

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

ClixSign Documents

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

Contract & Deal Management

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

Loan Servicing

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

Affiliate Management

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