Trey Markel: Hello and welcome. This is a Centric Software sales
demo video for the lender matchmaking technology within
Centric Software, let's go ahead and get started. So in the
Centric Software platform, you have a lenders tab, which gives
you the ability to add any lender you want that you work
with that you broker files to or if you are a lender, you can add
yourself in here as well. So as you scroll down, you can see
there's several different lenders built into my demo
account here. And if I go ahead and jump into OnDeck Capital,
you can see here for OnDeck Capital, on the far left, you've
got some basic contact information, you've got the
total advances on deals that you've closed with OnDeck, all
those deals you're working with on deck will stack down the page
over here on the right. And then you've also got some contacts
over at OnDeck. So the system knows when you submit a deal to
OnDeck who you want to submit to, you've got some basic
underwriting notes here. But what you also have is a new
button called criteria. So if I click on criteria, I have a drop
down that says add filters and I can add any filters I want.
These filters, here are all the standard fields and custom
fields you have built into your CRM account. Okay, so if you
want to add filters like yours in business, annual gross
revenue, industry type, entity type, maybe credit score, let's
say there's seven to 10 data points, you want to filter for
each one of your lenders, because you happen to know their
underwriting guidelines. So you can see here we've got one
filter for OnDeck gross monthly credit card sales is more than
20,000 a month. Okay, it's but you can add as many filters as
you'd like for on capital. So let's say you've added all your
filters for each one of your lenders. And now you want to do
a submission for a particular file that you have. So let's go
ahead and go to the contacts tab. I'm going to go ahead and
jump into this particular contact here. All right, and I'm
going to come over to deals and I've got a deal on file that is
already packaged up and ready to go. And now I want to do a
submission. If I come into the submission section here, and I
scroll down, I haven't done any submissions yet, for this
contact, I want to go ahead and click on new submission, the
system is going to ask you what documents you want to package up
in this submission. And then if you notice here, the lenders
that the system has identified that meet 100% of the match rate
for this particular merchant stack in green here at the top
of the page. So let's say you've got four or five, six different
filters for each one of these lenders. And on file for this
particular merchant. This particular borrower, you have
those data points, you have data points like yours in business,
like annual gross revenue, like industry type, where they're
located in the US. And maybe those are filters for your
lenders in the system will recommend based on 100% match
rake the lenders that are in green, we recommend you send
this file to because it meets 100% match rate of the filters
for this particular lender and the filters for this particular
merchant, this particular borrower, okay, so you can go
ahead and choose these lenders. And you can choose any other
lenders that you wish, you can come down here and you can write
your message and then you can come in here and you can submit
your package. Okay. And then of course, when you submit your
package, you'll be able to see all of the different submissions
that you did for this particular deal or advance opportunity. So
if I come back to the contacts tab, and I go into a different
contact here, and I jump into deals, and I jump into this
particular deal. And I roll down to the submission tab, you'll
notice this particular deal has several submissions on file and
you can date and timestamp and track all your submissions. If
the lender starts giving you offers, you can put your offers
in the notes box. And you can come in here and you can change
the status of a particular submission so that you can see
the status of that lender for that submission. Okay. And then
when you're done submitting throughout the course of the
day, the week, the month, the year you can come into reports
and we have a report called Advanced Submission Report. And
you can come in here and you can run your advanced submissions,
submissions over time submissions by lender,
submission by user, submission by company, and submission by
status. That is the lender matchmaking technology within
Centric Software. We look forward to chatting with you soon.