[treymarkel]

Looking for the best CRM's for a broker/funder. Any suggestions?

Centrex Software is one of the best platforms dedicated to the finance sector. We know the industry, we know lending, and we know tech. Doesn't matter if you are broker, funder, or syndicator, we have it all. Features include:

Esign, web form integration, lender matchmaking, email marketing, SMS marketing, broker management, pulling credit, pulling DL, tracking commissions, tracking renewals, servicing funded deals, paying out syndicates, and much more. Here is a link to our website and demo video as well.

https://www.centrexsoftware.com/

https://www.centrexsoftware.com/full-demo/

Cheers,

Trey Markel - (888)622-5810 ex 101
tmarkel@centrexsoftware.com

[CT3]

Centrex Software is one of the best platforms dedicated to the finance sector. We know the industry, we know lending, and we know tech. Doesn't matter if you are broker, funder, or syndicator, we have it all. Features include:

Esign, web form integration, lender matchmaking, email marketing, SMS marketing, broker management, pulling credit, pulling DL, tracking commissions, tracking renewals, servicing funded deals, paying out syndicates, and much more. Here is a link to our website and demo video as well.

https://www.centrexsoftware.com/

https://www.centrexsoftware.com/full-demo/

Cheers,

Trey Markel - (888)622-5810 ex 101
tmarkel@centrexsoftware.com

I've heard mixed reviews on this, anyone have a good or bad experience with them?

[mcaconsultant]

I've heard mixed reviews on this, anyone have a good or bad experience with them?

I've used Centrex Software for multiple years. Not only do they continuously upgrade the technology, their team is incredibly accessible to assist with enhancement requests. Having consulted with multiple funders on Centrex Software, and others, I strongly recommend Centrex.

[Rbeebe]

I've heard mixed reviews on this, anyone have a good or bad experience with them?

Centrex is awesome! It is already built for our industry and the number of gadgets to follow up and market are top-notch.