Advance Servicing Software

Customer Management | CRM Software

https://www.centrexsoftware.com/ 6579002440

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Product Overview

Merchant Cash Advance Servicing

Experience the Power of Servicing Your Merchant Cash Advance Portfolio with Centrex

If you are a direct funder and need to ACH draft your merchants daily, weekly, or monthly, Centrex is the software platform for you. Manage and pay out syndicates, manage brokers, accounting, and more.

Cash Advance Calculator

Auto calculate RTR and payment amount

CC Split or ACH programs

Daily, Weekly, and Monthly repayment options

Lock pricing automatically for security

Override calculator for modifications or slow pay

Advance types: New, Renewal, Add-On

Specifications

Accounting

Create custom accounting reports

Debits and credits

Email accounting reports

Export accounting reports

Analyze reports

Quickbooks integration

Data Cloud

Snowflake portal access

Write custom sequel queries

Third party data import

Google data studio

Tableau

Every 15 minute data sync

Syndicates

Syndicate portal

Daily remittance reports

Daily, weekly, monthly payouts

Performance reports

Exhibit A management

Fees and override commissions

ISO's

ISO management

ISO portal and submissions

Custom ISO performance

ISO CRM

Multi-company management

Commission tracking

Syndication Platform

If you are a direct funder and have investors or syndicates that participate on your files, Centrex has a complete end-to-end syndication platform. Syndicates have unlimited access to a free portal, will receive daily remittance reports, can be paid out based on custom settings, can re-invest, and more.

Fund Management

If you are a fund manager and need to service your merchant cash advance portfolio and have investors or syndicates, Centrex has a partnership with SuperVest. SuperVest is a syndicate matchmaking network along with fund management software integrated into the Centrex platform.