Skip to main content

Syndication Software

Managing your syndicates just got easier

If you are a fund manger, funder, lender, or investor, experience the power of managing all funds and syndicates in one efficient platform.

Syndication Software
Syndicate Management

Syndicate Management

  • Manage all syndicates with company details
  • Add or suspend syndicates at any time
  • Associate syndicates to individual deals
  • Syndicate portal for reporting
  • Daily syndicate emails
  • Exhibit A’s to syndicates for e-sign

Automatic Syndicate ACH Payments

  • Auto or manual syndicate payouts
  • ACH credit to syndicates bank
  • ACH payments are in batch format
  • Manage syndicate servicing fees
  • Syndicate commission override fields
  • Syndicate “Other Fees” fields
  • Total gross due fields for syndicates
  • Optional waterfall payout structure

Syndicate Reports

  • Syndicate portal for reporting
  • Basic syndication dashboard statistics
  • Detailed information on each deal
  • Deal notes dedicated to syndicates
  • Custom reporting
  • Daily syndicate reporting emails
  • Dedicated “Accounting” tab
  • Filter on credit transactions and batches
  • Create custom transaction reports
  • Enable grouping to create aggregates
  • Export any custom built report
  • Email any custom built report
  • Managed Data Cloud (MDC)
  • Snowflake development portal access
  • Inject custom sequel queries
  • Third party data import tool
  • Google data studio BI tool
  • Tableau BI tool
  • 15 minute data sync
Syndicate Reports

Normal vs Waterfall Payout

Normal payout is where all syndicates for an individual deal receive their net remittances (minus servicing fees and other fees) at the same time based on the frequency of how the finance product is being paid back. Daily, weekly, monthly etc. Waterfall payout is putting weight on a certain syndicate and paying that syndicate out first before any subsequent syndicate can be paid out.

Syndicate Network

Current funder, or broker or ISO looking to get into funding? We have a native integration into a syndicate network company called Supervest. Supervest has syndicate investors on the backend, and funders looking for syndicates on the front end. Great solution if you are looking to grow your portfolio but want to maintain your current financial risk.

Your investment is always protected

Servicer's use the Centrex mobile app

As a syndicate you want to know your investment is protected.  Funding companies and servicer’s that use Centrex have the ability to put their brand in the iOS app store and Android app store to monitor all clients.  The mobile app is fully white labeled, has a native Plaid integration, and offers PFM capabilities for maximum engagement.

syndication software mobile app

Syndicate web form builder

If you are a current funder and/or servicer looking for more syndicates, your website is one of the best tools you can utilize to get that job done.  The Centrex WordPress plugin is a complete web form builder with conditional logic, multi-page forms, data mapping, API communication, hidden fields, and much more.

Syndicates are saying....

Here at Centrex we understand the extreme importance of a good quality syndicate network.  Often times syndicates or investors can be relatives or close colleagues.  These relationships are important and we want to make sure we protect them the best we can. Thousands of syndicates that invest everyday on the Centrex platform have some of the best finance technology behind them.

Join the growing network of investors and syndicates that choose Centrex has their core operating finance platform.

I largely rely on my syndicate network to make sure I can put capital in the hands of small business owners each day. Centrex is the best in the sector when it comes to anything syndication technology.

Keith NasonKings Funding Group

My favorite feature of the Centrex syndication software technology is the ability for it to automatically pay out my syndicates. Nothing like it.

Jack JeterMerchant Refi

Centrex solved a very unique technical challenge for us which was to pay out syndicates based on weight. They rose up the challenge and built what we needed.

Chase CraftAbundant Servicing
Close Menu

3090 Pullman St
Costa Mesa, CA 92626
Phone: (888) 622 5810
Fax: (657) 900 2440