New User Training

Current Status

Not Enrolled

Price

Free

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Course Content

Setting up the CRM

Create Your Workflow

Advance / Deal Settings

FUNDERS ONLY – Funding a Deal, Adding Payments, Add Syndication, View Reports

Using the CRM

Client Dashboard

Dedicated Finance CRM for Brokers and Direct Funders and Lenders

Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.

3090 Pullman St, Suite F
Costa Mesa, CA 92626
(888) 622-5810
Sales@CentrexSoftware.com