1 00:00:07.170 --> 00:00:10.290 Unknown: Hello, and welcome. This is a full demo of the 2 00:00:10.290 --> 00:00:13.560 Centric Software CRM platform and the finance industry. Let's 3 00:00:13.560 --> 00:00:16.050 go ahead and get started. So here at Centrex Software, we are 4 00:00:16.050 --> 00:00:21.480 definitely more known to be a full circle CRM ERP platform for 5 00:00:21.480 --> 00:00:24.870 the finance sector, we have CRM up front, anything that you 6 00:00:24.870 --> 00:00:27.690 would traditionally see in a customer relationship management 7 00:00:27.690 --> 00:00:30.750 platform. Down the middle, we have opportunity management, 8 00:00:30.750 --> 00:00:33.480 whether you're a broker, a funder or a syndicator. And on 9 00:00:33.480 --> 00:00:36.450 the back end, we have full servicing integration with ACH 10 00:00:36.450 --> 00:00:39.180 partners, a full syndication platform where you can pay out 11 00:00:39.180 --> 00:00:41.550 investors and syndication partners through the software. 12 00:00:41.760 --> 00:00:44.130 And then of course, we have email marketing, text, message 13 00:00:44.130 --> 00:00:46.950 marketing, all sorts of different types of reports, a 14 00:00:46.950 --> 00:00:50.010 full calendar system. And then of course, you can manage 15 00:00:50.070 --> 00:00:53.550 multiple brands and multiple companies under one roof within 16 00:00:53.550 --> 00:00:56.700 centric software. So like I said, definitely more of a 360 17 00:00:56.700 --> 00:00:59.430 software platform, let's go ahead and take a look. So we're 18 00:00:59.430 --> 00:01:01.800 gonna go from left to right here with all the tabs, if we jump 19 00:01:01.800 --> 00:01:04.740 into centric software, we come to the guidelines tab. The 20 00:01:04.740 --> 00:01:07.560 guidelines tab is really just an intranet for you and your team. 21 00:01:07.560 --> 00:01:10.500 So you can come in here, and you can create categories of data. 22 00:01:10.590 --> 00:01:13.410 And then you can create content for those categories. Categories 23 00:01:13.410 --> 00:01:17.250 can be sales scripts, company, policy documents, maybe dress 24 00:01:17.250 --> 00:01:20.310 code for your company, anything that you feel like you want your 25 00:01:20.430 --> 00:01:23.760 staff to see that they can go to the guidelines tab and see 26 00:01:23.760 --> 00:01:25.770 anything about your company, anything about how to use the 27 00:01:25.770 --> 00:01:28.440 product, or how to sell or how to represent your company, you 28 00:01:28.440 --> 00:01:29.670 can use in the guidelines tab. 29 00:01:29.670 --> 00:01:32.540 So again, more of an intranet for you in the company. In the 30 00:01:32.540 --> 00:01:35.690 Contacts tab. This is where you're going to see the majority 31 00:01:35.690 --> 00:01:39.140 of the CRM software platform, okay, this is where you're going 32 00:01:39.140 --> 00:01:42.890 to manage all of your contacts in the software. Now, in centric 33 00:01:42.890 --> 00:01:45.830 software, we have contacts, and then we have deals, deals are 34 00:01:45.830 --> 00:01:49.070 essentially the opportunity to fund the broker or syndicate a 35 00:01:49.100 --> 00:01:52.550 certain business owner out there in the United States. Okay, so 36 00:01:52.550 --> 00:01:55.130 you can have multiple deals per one contact, and we'll go over 37 00:01:55.130 --> 00:01:57.950 that here in just a second. So in the Contacts tab, the first 38 00:01:57.950 --> 00:02:00.590 thing that we have here is customized workflow. So if you 39 00:02:00.590 --> 00:02:03.050 ever decide to join us, we're going to give you a workflow out 40 00:02:03.050 --> 00:02:06.080 of the box that we feel like works really well in the 41 00:02:06.080 --> 00:02:09.740 industry. Okay, once you decide to join us, the very first 42 00:02:09.740 --> 00:02:11.990 meeting we have with you is to go over this workflow to make 43 00:02:11.990 --> 00:02:14.960 any adjustments. So what we can do here is we can drag and drop 44 00:02:14.960 --> 00:02:18.410 statuses up and down, we can drag and drop entire stages up 45 00:02:18.410 --> 00:02:20.810 and down and all the statuses and then if I were to click on a 46 00:02:20.810 --> 00:02:24.410 stage or status, we can edit the state or status and then use 47 00:02:25.070 --> 00:02:27.920 restriction permissions on who can change the stage or status. 48 00:02:27.920 --> 00:02:31.010 Okay, we can color code, these stages and status any color we 49 00:02:31.010 --> 00:02:33.650 want. And then like I said, we can click on any one of these. 50 00:02:33.650 --> 00:02:36.620 And we can edit. If you want to add a stage or status, we come 51 00:02:36.620 --> 00:02:39.530 over here to the far right, we click on Add New, and we can add 52 00:02:39.530 --> 00:02:42.620 a stage or status into the software. If you add a status, 53 00:02:42.620 --> 00:02:45.770 it's going to ask you what stage is the status a part of okay, 54 00:02:45.770 --> 00:02:48.170 and then of course, if I click on one of these, we can delete a 55 00:02:48.170 --> 00:02:51.290 stage or status as well. In centric software, we have 56 00:02:51.290 --> 00:02:53.930 something called file types. So for the business finance 57 00:02:53.930 --> 00:02:56.360 industry, we have the business loan file type, which gives you 58 00:02:56.360 --> 00:03:00.020 dedicated business loan technology for any contact for 59 00:03:00.020 --> 00:03:03.440 that file type. But we have other file types, like broker, 60 00:03:03.500 --> 00:03:07.760 like lead vendor, like equipment vendor, right. So if you have 61 00:03:07.790 --> 00:03:11.360 multiple types of contacts that you're trying to reach out to, 62 00:03:11.540 --> 00:03:14.090 we can entertain that within centric software where you have 63 00:03:14.090 --> 00:03:17.090 your own dedicated workflow. Maybe for vendors, you have your 64 00:03:17.090 --> 00:03:19.970 own dedicated workflow for all your borrowers, maybe you have a 65 00:03:19.970 --> 00:03:23.150 dedicated workflow for all your attorneys. So instead of having 66 00:03:23.150 --> 00:03:27.020 multiple tabs, one vendor, one business borrower, one attorney, 67 00:03:27.110 --> 00:03:31.070 everything's in the Contacts tab, and we separate files and 68 00:03:31.070 --> 00:03:33.710 contacts and leads by file type. So they can have their own 69 00:03:33.710 --> 00:03:36.530 workflow, their own document, their own email templates, 70 00:03:36.530 --> 00:03:39.680 around text, message templates, so on and so forth. Okay, so 71 00:03:39.680 --> 00:03:42.080 this is the customized workflow built into Centric Software. 72 00:03:42.710 --> 00:03:44.810 What we also have here in Centric Software, when you 73 00:03:44.810 --> 00:03:48.260 decide to join us is something called Custom Fields. So if you 74 00:03:48.260 --> 00:03:50.450 decide to join us, you're going to send us over your 75 00:03:50.450 --> 00:03:53.360 applications and contracts, we're going to build them in the 76 00:03:53.360 --> 00:03:56.180 software. And we're going to take all the data points off 77 00:03:56.180 --> 00:03:58.430 those documents, and we're going to build them as custom fields 78 00:03:58.430 --> 00:04:00.890 in the software. And then you can always build custom fields 79 00:04:00.890 --> 00:04:03.590 yourself. So if I jump into the custom fields section, you can 80 00:04:03.590 --> 00:04:06.140 see here, here's all the custom fields, our setup team will have 81 00:04:06.140 --> 00:04:09.260 added within centric software. And you can always come in here 82 00:04:09.260 --> 00:04:12.170 and add your own custom field, give that custom fields some 83 00:04:12.170 --> 00:04:14.960 sort of answer option. And then you can give it a description, 84 00:04:15.110 --> 00:04:17.570 if you wish to do so and then click on Save. And that custom 85 00:04:17.570 --> 00:04:20.000 field will be down here for you to look at. And then of course, 86 00:04:20.000 --> 00:04:22.850 if you've already built a custom field and you want to edit that 87 00:04:22.850 --> 00:04:25.910 custom field, you can click on the edit box over here, and you 88 00:04:25.910 --> 00:04:28.970 can edit that custom field and then click on Save. Once we've 89 00:04:28.970 --> 00:04:31.250 built all your custom fields, then we're going to build your 90 00:04:31.250 --> 00:04:34.310 intake form in the software. So you can add a new contact into 91 00:04:34.310 --> 00:04:37.460 the software manually at any time. So if I come into the form 92 00:04:37.460 --> 00:04:41.870 builder here, you can create a form from scratch, or you can 93 00:04:41.870 --> 00:04:44.360 edit an existing form. So if I come in here to an existing 94 00:04:44.360 --> 00:04:48.500 intake form, you can see here here are categories of data. And 95 00:04:48.500 --> 00:04:51.140 then you've got data points within those categories. So for 96 00:04:51.140 --> 00:04:53.780 this particular intake form, we've got business information, 97 00:04:53.900 --> 00:04:57.140 we've got campaign information, we've got contact information, 98 00:04:57.350 --> 00:05:00.380 we've got loan information and broker information. Okay. For 99 00:05:00.380 --> 00:05:03.140 categories, I can come in to form groups. And I can edit 100 00:05:03.140 --> 00:05:06.110 those categories. Once I have these categories, I can come 101 00:05:06.110 --> 00:05:09.530 over here to add fields to form, I can find my custom fields, 102 00:05:09.590 --> 00:05:12.650 choose the category, I want to add that custom field to, and 103 00:05:12.650 --> 00:05:15.800 click on Add Field. Once that field is in the software, I can 104 00:05:15.800 --> 00:05:19.070 drag and drop this field anywhere I want, I can click 105 00:05:19.070 --> 00:05:21.500 required to say required to submit and required for CO 106 00:05:21.500 --> 00:05:24.950 applicant and I can give this a field label, if I wish, as well. 107 00:05:25.040 --> 00:05:28.670 So what your staff sees is not business ID, they'll see 108 00:05:28.670 --> 00:05:31.850 whatever you put in this field label. Okay, and then of course, 109 00:05:31.850 --> 00:05:34.850 every intake form has all sorts of settings, you've got default 110 00:05:34.850 --> 00:05:38.180 form for the company, is this an intake form, yes or no? Is this 111 00:05:38.180 --> 00:05:40.550 an external form? And we'll go over external forms here a bit 112 00:05:40.550 --> 00:05:43.670 later. Do you want this form to show up in the Customer Portal? 113 00:05:43.850 --> 00:05:46.280 Do you want this to be an event dismissal form? And do you want 114 00:05:46.280 --> 00:05:49.070 to use single column layout? And then you've got the file type 115 00:05:49.070 --> 00:05:52.850 this intake forms associated with? If you add a new contact 116 00:05:52.850 --> 00:05:55.010 into the software using this intake form? Well, how do you 117 00:05:55.010 --> 00:05:58.160 want the stage and status to be for that new contact? Once you 118 00:05:58.160 --> 00:06:00.800 add that contact? Who do you want this to be assigned to and 119 00:06:00.800 --> 00:06:02.510 then you've got some default settings, who do you want to 120 00:06:02.510 --> 00:06:05.900 share this with, so on and so forth. So if I build this intake 121 00:06:05.900 --> 00:06:09.440 form, and I come back to the Contacts tab, and I click on Add 122 00:06:09.440 --> 00:06:12.830 a contact into the software, this is that intake form right 123 00:06:12.830 --> 00:06:15.650 here. And you can see, you've got contact information and 124 00:06:15.650 --> 00:06:18.500 business information. And then I can toggle between other intake 125 00:06:18.500 --> 00:06:21.800 forms if I wish to do so. Okay, campaign information, contact 126 00:06:21.800 --> 00:06:25.220 information, I can click on save and exit or save and remain on 127 00:06:25.220 --> 00:06:27.800 this page. And then you've got the assignments over here on the 128 00:06:27.800 --> 00:06:31.400 right. Okay, so as far as Custom Fields and Custom intake forms, 129 00:06:31.490 --> 00:06:34.460 we can edit them and create custom intake forms and custom 130 00:06:34.460 --> 00:06:37.640 fields at anytime. And our setup team will do this for you on 131 00:06:37.640 --> 00:06:40.970 behalf of setup when you first come on board with centric 132 00:06:40.970 --> 00:06:43.490 software. Okay, so that's workflow, and that's custom 133 00:06:43.490 --> 00:06:46.280 fields. But we also have built into centric software, something 134 00:06:46.280 --> 00:06:48.920 called data sources. So if you've got a website, where 135 00:06:48.920 --> 00:06:51.380 you're driving traffic to your website, and you have clients 136 00:06:51.380 --> 00:06:55.040 filling out forms, or vendors or brokers or whoever it may be, or 137 00:06:55.040 --> 00:06:57.560 maybe you're buying leads from a lead vendor, and you want that 138 00:06:57.560 --> 00:07:01.550 data to be posted into the centric software platform at any 139 00:07:01.550 --> 00:07:05.600 time, what you can do is you can come in here, and you can create 140 00:07:05.600 --> 00:07:08.990 a new custom fields, and a new data source for those custom 141 00:07:08.990 --> 00:07:11.210 fields. Okay, so if I come in here into the Data Source 142 00:07:11.210 --> 00:07:14.540 section, and I name this data source, this data sources a web 143 00:07:14.540 --> 00:07:17.720 form data source. And once I create a web form data source, 144 00:07:17.720 --> 00:07:21.050 it's going to spit out a unique post URL, so that you can send 145 00:07:21.050 --> 00:07:23.240 this to your lead provider or you can integrate it with your 146 00:07:23.240 --> 00:07:26.150 web forms, and then all the data will automatically come into the 147 00:07:26.150 --> 00:07:29.780 CRM. So if I edit an existing webform that we have here, let's 148 00:07:29.780 --> 00:07:33.170 say Centrex website, click on Edit, you'll notice here's all 149 00:07:33.170 --> 00:07:36.110 the settings for this data source. And then here's that 150 00:07:36.110 --> 00:07:39.620 post URL, I can give my IT team for my website, or my lead 151 00:07:39.620 --> 00:07:42.320 vendor to post data in the software. And then for data 152 00:07:42.320 --> 00:07:44.480 sources, you've got some settings here. So what file 153 00:07:44.480 --> 00:07:47.120 type? Is this data source for? How do you want the stage and 154 00:07:47.120 --> 00:07:49.700 status to come in for data sources? Is it associated with a 155 00:07:49.700 --> 00:07:53.540 campaign? Do we want to run some D dupe? What's the D dupe action 156 00:07:53.540 --> 00:07:55.970 and if we do flag as do what status Do you want to put that 157 00:07:55.970 --> 00:07:58.910 duplicate lead into. So if you're buying leads from some 158 00:07:59.120 --> 00:08:02.180 lead provider, and they're sending you data you can do by 159 00:08:02.180 --> 00:08:05.270 email, for example. And you can come in here and flag as do and 160 00:08:05.270 --> 00:08:08.240 then you can shove that lead into a duplicate status, so that 161 00:08:08.240 --> 00:08:10.790 you can go ask for refunds for any duplicate leads you may have 162 00:08:10.790 --> 00:08:13.220 purchased from that lead provider. You've also got 163 00:08:13.220 --> 00:08:17.180 autoresponders, both for email, and for text messages built in 164 00:08:17.180 --> 00:08:19.400 the software. So if someone fills out your intake form on 165 00:08:19.400 --> 00:08:22.280 your website, the data automatically goes into the CRM, 166 00:08:22.490 --> 00:08:25.070 that customer is going to get an automatic email and an automatic 167 00:08:25.070 --> 00:08:27.530 text message saying whatever you want, these templates are fully 168 00:08:27.530 --> 00:08:32.180 customizable in the marketing tab. And then someone on your 169 00:08:32.180 --> 00:08:35.180 staff if you want to automatically assign maybe Round 170 00:08:35.180 --> 00:08:39.410 Robin to people on your staff, they will also get an insistent 171 00:08:39.410 --> 00:08:42.380 popup notification and email to their inbox and a text message 172 00:08:42.380 --> 00:08:45.020 to their cell phone saying they have a new lead. Of course, you 173 00:08:45.020 --> 00:08:47.660 can automatically shove data into a dialer as well. And you 174 00:08:47.660 --> 00:08:50.270 can send other notifications that new leads have been 175 00:08:50.600 --> 00:08:53.930 imported into the software. Okay, so this is a web form data 176 00:08:53.930 --> 00:08:56.810 source. Another type of data source we have is an import data 177 00:08:56.810 --> 00:08:59.780 source. So if I come back to the Contacts tab, I click on data 178 00:08:59.780 --> 00:09:03.020 sources to create a brand new data source. If I use the Import 179 00:09:03.170 --> 00:09:08.330 function, we can upload a CSV file into the software of 20,000 180 00:09:08.330 --> 00:09:11.630 records, 100,000 Records, 5000 Records, whatever it may be, and 181 00:09:11.630 --> 00:09:15.500 then you can associate them with different users on your staff 182 00:09:15.530 --> 00:09:18.560 accordingly and automatically. Okay, so that's data sources 183 00:09:18.560 --> 00:09:20.870 built in the software. That's how we get data inside the 184 00:09:20.870 --> 00:09:23.960 software platform. But we also have something called web hooks. 185 00:09:24.020 --> 00:09:27.080 This is how we get data out of the software into someone else's 186 00:09:27.080 --> 00:09:30.950 software. Okay, so someone else, they'll have to give you a post 187 00:09:30.950 --> 00:09:33.620 URL, you come in here and put in all the data points, who do you 188 00:09:33.620 --> 00:09:36.830 want to share this webhook with, you can click on Save web hook. 189 00:09:36.890 --> 00:09:39.620 And then we've got something called web hook triggers. So you 190 00:09:39.620 --> 00:09:42.560 can automatically post data from our software into somebody 191 00:09:42.560 --> 00:09:45.110 else's software automatically based on let's say, a status 192 00:09:45.110 --> 00:09:49.250 change or a document being uploaded. Or we have execute web 193 00:09:49.250 --> 00:09:52.040 hook manually at the contact level if you wish to do so. 194 00:09:52.430 --> 00:09:56.840 Okay, so that is custom fields, workflow, data sources and web 195 00:09:56.840 --> 00:09:59.240 hooks, but we also have built into centric software something 196 00:09:59.240 --> 00:10:02.720 called campaign So if you're buying lists of data on a 197 00:10:02.720 --> 00:10:05.870 regular basis, you can come in here, and you can create some 198 00:10:05.870 --> 00:10:09.890 campaigns. And you can associate those campaigns with data 199 00:10:09.890 --> 00:10:13.160 sources. And you can always edit these campaigns as well. Okay, 200 00:10:13.160 --> 00:10:15.650 so if you want to be able to understand the conversion rates 201 00:10:15.650 --> 00:10:18.050 on some of the data you're buying, you can come in here and 202 00:10:18.050 --> 00:10:21.320 associate a campaign with an upload of a data source, go into 203 00:10:21.320 --> 00:10:24.290 the Reports tab and run some conversion reports on that 204 00:10:24.290 --> 00:10:27.530 particular data set. And was that data sent a positive ROI, a 205 00:10:27.530 --> 00:10:30.590 negative ROI? Or did you break even on that data set? 206 00:10:30.860 --> 00:10:35.120 Okay, so that's campaigns built within centric software. What we 207 00:10:35.120 --> 00:10:37.550 also have at the contact level is something called list 208 00:10:37.550 --> 00:10:39.770 building. Now the nice part about the list building and 209 00:10:39.770 --> 00:10:43.130 centric software, it's fully dynamic. So depending on the 210 00:10:43.130 --> 00:10:47.030 filters, you put on a particular list, every single time you look 211 00:10:47.030 --> 00:10:49.880 at that list, the data on that list could potentially be 212 00:10:49.880 --> 00:10:52.790 different. Again, we've got different types of filters, you 213 00:10:52.790 --> 00:10:55.910 can use some of those filters being time sensitive filters. So 214 00:10:55.910 --> 00:10:59.330 for example, if I want to build a list of all my leads in the 215 00:10:59.330 --> 00:11:02.690 state of California that came in three days ago, I can build that 216 00:11:02.690 --> 00:11:05.960 list. And every single day I look at that list, the system is 217 00:11:05.960 --> 00:11:09.140 going to go back three days, look at California and display 218 00:11:09.140 --> 00:11:12.260 data to you. Okay, so you don't have to be building lists on a 219 00:11:12.260 --> 00:11:16.130 regular basis, you can build a list strategy, within centric 220 00:11:16.130 --> 00:11:19.310 software, share that strategy with the entire staff, the 221 00:11:19.310 --> 00:11:21.980 entire company, so everyone's managing their data the same 222 00:11:21.980 --> 00:11:25.370 exact way. But the way you build your list is so that certain 223 00:11:25.370 --> 00:11:28.340 reps can only see their own data versus other people's data. But 224 00:11:28.340 --> 00:11:31.280 everyone's looking technically at the same list. Can we have 225 00:11:31.280 --> 00:11:34.520 some amazing consulting packages here at centric software, where 226 00:11:34.520 --> 00:11:38.000 we build all of this out for you, so that you've got a nice 227 00:11:38.000 --> 00:11:41.330 data management strategy for your entire company. Okay, so 228 00:11:41.360 --> 00:11:44.210 all of your lists are going to stack down the page here in this 229 00:11:44.210 --> 00:11:46.610 drop down. So you can toggle between lists throughout the 230 00:11:46.610 --> 00:11:49.280 day, you can build lists based on status, time sensitive 231 00:11:49.280 --> 00:11:51.800 filters, whatever you wish to do, you can hide lists from 232 00:11:51.800 --> 00:11:54.710 certain users, so on and so forth. So if I click on new 233 00:11:54.710 --> 00:12:00.080 list, I can name this list. Do I want this list from a setting 234 00:12:00.080 --> 00:12:03.110 perspective to show all contacts no matter who it's assigned to, 235 00:12:03.140 --> 00:12:06.440 or my contacts. So again, the nice part about this is we can 236 00:12:06.440 --> 00:12:09.290 build a list that says all hot leads, I can share with the 237 00:12:09.290 --> 00:12:12.830 entire sales department, let's say that's 10 reps. And every 238 00:12:12.830 --> 00:12:16.280 single person is going to be able to see the hot lead list in 239 00:12:16.280 --> 00:12:19.520 the sales department. But if I drop this down to my contacts, 240 00:12:19.670 --> 00:12:22.610 each rep is only going to be able to see leads on that list. 241 00:12:22.610 --> 00:12:25.790 If they're assigned to themselves and themselves only, 242 00:12:25.880 --> 00:12:28.550 they're not going to be able to see their associates leads on 243 00:12:28.550 --> 00:12:31.700 that same list. So again, you don't have to build a list for 244 00:12:31.730 --> 00:12:34.580 each rep, you build one list, share it with the whole 245 00:12:34.580 --> 00:12:38.150 department, and drop this down to my contacts, and reps can't 246 00:12:38.150 --> 00:12:40.310 see each other's leads, even though they're all looking at 247 00:12:40.310 --> 00:12:42.890 the same list. This is how powerful the list building 248 00:12:42.890 --> 00:12:45.320 features within centric software. And again, we've got 249 00:12:45.320 --> 00:12:47.780 some great consulting packages on building this out for you. 250 00:12:48.080 --> 00:12:50.300 Okay, and then you can add as many filters as you want. I 251 00:12:50.300 --> 00:12:52.250 mean, look how many filters we have built into centric 252 00:12:52.250 --> 00:12:55.250 software, just tons for you to choose from. And then over here 253 00:12:55.250 --> 00:12:58.010 on the far right, you've got available fields to show so we 254 00:12:58.010 --> 00:13:01.970 can come down to the bottom here, we can drag and drop the 255 00:13:01.970 --> 00:13:04.520 data points that you want to see from a list view perspective. 256 00:13:04.820 --> 00:13:07.580 Okay, then I can come up here and I click on Save list. And 257 00:13:07.580 --> 00:13:10.160 you'll notice here, here's this list. And then of course, 258 00:13:10.190 --> 00:13:13.100 there's all the data columns created full name, email, 259 00:13:13.100 --> 00:13:16.160 business name, work, phone, so on and so forth. Okay. And then 260 00:13:16.160 --> 00:13:18.950 you've got some quick filters here. If you want to not build a 261 00:13:18.950 --> 00:13:21.920 list and you just want to quickly run some queries on your 262 00:13:21.920 --> 00:13:24.200 database within centric software, you can build some, 263 00:13:24.290 --> 00:13:27.770 some quick filters here, and it'll show you data. Okay, now 264 00:13:27.800 --> 00:13:31.940 from the list view perspective, okay, so any list you pull up 265 00:13:31.970 --> 00:13:34.250 from the list view perspective, there's some really cool quick 266 00:13:34.250 --> 00:13:36.950 actions you can take. So you don't actually have to go into 267 00:13:36.950 --> 00:13:39.440 the client dashboard all the way. One of those things you can 268 00:13:39.440 --> 00:13:42.530 do is you can click on the email icon here, and the email modal 269 00:13:42.530 --> 00:13:45.500 pops up. Okay, this is a full WYSIWYG editor, you can attach 270 00:13:45.500 --> 00:13:48.470 documents several different ways. And then you can send this 271 00:13:48.470 --> 00:13:51.170 email off to your customer, the email comes from your email 272 00:13:51.170 --> 00:13:55.070 address within the software. And we hook up your email servers 273 00:13:55.070 --> 00:13:58.040 with SMTP settings within centric software so that they're 274 00:13:58.040 --> 00:14:01.220 coming off your email servers. Another thing you can do here 275 00:14:01.220 --> 00:14:03.590 from the list view is you can click on a phone number and you 276 00:14:03.590 --> 00:14:06.500 can manually track a phone call. Okay, so if you want to know 277 00:14:06.500 --> 00:14:08.870 productivity, you can manually track these calls, you can 278 00:14:08.870 --> 00:14:11.450 schedule follow up calls, and when you schedule follow up 279 00:14:11.450 --> 00:14:14.780 calls, these events will be on your calendar within centric 280 00:14:14.780 --> 00:14:17.990 software. If you're using an integrated phone system with 281 00:14:17.990 --> 00:14:20.300 centric software, these will be click to dial option. So 282 00:14:20.300 --> 00:14:23.000 there'll be a little icon here where you can click on it, and 283 00:14:23.000 --> 00:14:25.280 then it'll start ringing the clients phone number in your 284 00:14:25.280 --> 00:14:28.670 headset for your reps on the floor. Okay, so there's some 285 00:14:28.670 --> 00:14:31.490 automation here as well with a phone system integration. Over 286 00:14:31.490 --> 00:14:34.190 here on the far right, you've got some quick actions, we can 287 00:14:34.190 --> 00:14:37.910 change the stage and status of this contact on the fly, we can 288 00:14:37.970 --> 00:14:41.540 update the contact information for this client on the fly. We 289 00:14:41.540 --> 00:14:45.500 can add a note for this client on the fly. We can add a 290 00:14:45.500 --> 00:14:48.260 calendar event for this client on the fly and then we can 291 00:14:48.290 --> 00:14:51.590 upload documents for this client on the fly. Okay, so these are 292 00:14:51.590 --> 00:14:54.710 just some quick actions that you can take here within centric 293 00:14:54.710 --> 00:14:57.770 software from the list view. Now if you ever want to do any mass 294 00:14:57.770 --> 00:15:00.710 editing within centric software, you're going to Pull up the list 295 00:15:00.710 --> 00:15:03.680 that you want to edit. So there's 1000 contacts on this 296 00:15:03.680 --> 00:15:07.280 list, I can come over here and I can say with list, which means 297 00:15:07.280 --> 00:15:10.850 the entire list, so all 1000 contacts, or I can choose with 298 00:15:10.850 --> 00:15:14.780 selected, and right now I've selected zero. But if I start 299 00:15:14.930 --> 00:15:18.050 choosing contacts over here, you'll notice in the top right 300 00:15:18.050 --> 00:15:22.190 as I choose these contacts, now, we've got six contacts chosen. 301 00:15:22.400 --> 00:15:24.770 So what I want to do though, is I want to mass edit the entire 302 00:15:24.770 --> 00:15:27.050 list. So I'm going to go ahead and uncheck all of these. 303 00:15:28.890 --> 00:15:31.710 And then over here, I'm going to choose with list. And I'm going 304 00:15:31.710 --> 00:15:35.040 to choose mass edit, I'm going to click on the green circle. 305 00:15:35.160 --> 00:15:38.730 And it allows me to choose an edit any data point, any custom 306 00:15:38.730 --> 00:15:41.580 field, a stage a status, anything here in the software, 307 00:15:41.700 --> 00:15:44.790 and it'll say 1000 contacts will be affected, I can click on 308 00:15:44.790 --> 00:15:47.580 perform mass edit, or if you want to mass delete all these 309 00:15:47.580 --> 00:15:50.340 contacts in the software, you can do that as well. Okay, so 310 00:15:50.340 --> 00:15:53.220 that's how you add mass delete, or mass edit an entire list 311 00:15:53.370 --> 00:15:56.550 built in the software. If you click on the Contacts tab, and 312 00:15:56.550 --> 00:15:59.730 you want a default list to show up every time, you've got this 313 00:15:59.820 --> 00:16:02.310 button over here that you can check and uncheck and this will 314 00:16:02.310 --> 00:16:04.500 give you your default list. So every time you click on the 315 00:16:04.500 --> 00:16:09.270 Contacts tab, this is the list that shows up. Okay. All right. 316 00:16:09.270 --> 00:16:11.790 So now let's go ahead and jump into a contact on the software. 317 00:16:11.790 --> 00:16:14.160 I've got some recently viewed here, which will show you all 318 00:16:14.160 --> 00:16:16.950 your recently viewed, you can also search a contact by several 319 00:16:16.950 --> 00:16:19.380 data points, I'm gonna go ahead and click on Al's laundry 320 00:16:19.380 --> 00:16:19.860 service. 321 00:16:19.980 --> 00:16:22.650 This is kind of our dummy contact on the software. And 322 00:16:22.650 --> 00:16:25.950 this is what we call the client dashboard. So this is everything 323 00:16:25.950 --> 00:16:28.590 relative to the customer. On the far left, over here, you've got 324 00:16:28.590 --> 00:16:31.500 the business name, you've got the first name and the last name 325 00:16:31.500 --> 00:16:34.140 of the business owner. If there's a co applicant on file, 326 00:16:34.290 --> 00:16:38.100 you've got the business loan file type, the stage and status. 327 00:16:38.280 --> 00:16:41.610 And then if I click over here, I can see the entire history of 328 00:16:41.610 --> 00:16:44.640 the status changes for this contact, the green button allows 329 00:16:44.640 --> 00:16:47.730 me to update status, so I can choose the stage first, I can 330 00:16:47.730 --> 00:16:50.910 choose the status. Second, as I scroll down this page, you're 331 00:16:50.910 --> 00:16:53.670 gonna see customer ID, you're gonna see the assignments on 332 00:16:53.670 --> 00:16:56.400 file, you can always change the secondary assignment or the 333 00:16:56.400 --> 00:16:59.730 primary assignment on file, you've got social security 334 00:16:59.730 --> 00:17:02.190 numbers, social security numbers can also be encrypted, if you 335 00:17:02.190 --> 00:17:06.000 wish, birthday, same concept for email. So I can click on the 336 00:17:06.000 --> 00:17:09.810 email icon again, and that email box pops up. Same concept for 337 00:17:09.810 --> 00:17:11.940 phone numbers. If I click on one of these phone numbers, I can 338 00:17:11.940 --> 00:17:14.550 track a phone call or the click to dial feature with an 339 00:17:14.550 --> 00:17:17.700 integrated phone system, I can click on the address of the 340 00:17:17.700 --> 00:17:20.790 client's address, it'll pop a Google map, so you can see 341 00:17:20.790 --> 00:17:24.030 exactly where this customer is in the United States. But we 342 00:17:24.030 --> 00:17:26.580 also have built in the central IQ software is a full budget 343 00:17:26.580 --> 00:17:30.300 analysis tool. So I can click on budget analysis, I can come here 344 00:17:30.300 --> 00:17:33.480 and I can see the different types of monthly income liquid 345 00:17:33.480 --> 00:17:36.720 assets, other assets and monthly expenses built in for this 346 00:17:36.720 --> 00:17:40.050 particular contact. And I can save this budget analysis for 347 00:17:40.050 --> 00:17:42.360 this contact. So when I go back to the contact, it gives you 348 00:17:42.360 --> 00:17:45.810 some basic data points here on their cash flow. Down here at 349 00:17:45.810 --> 00:17:48.300 the bottom, we've got something called an external form request. 350 00:17:48.450 --> 00:17:52.020 If you want to gather data from a customer, they're not in front 351 00:17:52.020 --> 00:17:54.180 of their computer, they're at their kids ballgame, or they're 352 00:17:54.180 --> 00:17:57.270 at some event and they can't be in front of the computer. You 353 00:17:57.270 --> 00:18:00.450 can send an external form request, it'll send them an 354 00:18:00.450 --> 00:18:03.150 email in the email, there's a link. And when they click on 355 00:18:03.150 --> 00:18:06.450 that link, it's a digital form associated to this contact. So 356 00:18:06.450 --> 00:18:08.910 you can ask anything you want social security numbers, 50 357 00:18:08.910 --> 00:18:11.760 questions, 10 questions, 100 questions. When the client is 358 00:18:11.760 --> 00:18:14.370 done filling that out, they press submit all the data 359 00:18:14.370 --> 00:18:17.070 automatically comes back into the software, and it'll send you 360 00:18:17.070 --> 00:18:20.010 a notification the client has completed the external form 361 00:18:20.010 --> 00:18:23.130 request, clients can also upload documents to an external form 362 00:18:23.130 --> 00:18:25.260 request. So if you're asking for three months bank statements or 363 00:18:25.260 --> 00:18:29.340 tax returns, that's that's an option as well. So this is a 364 00:18:29.340 --> 00:18:32.790 digital data gathering tool. It's not an esign document, it's 365 00:18:32.790 --> 00:18:36.060 not your actual application, it's just a way to gather data 366 00:18:36.180 --> 00:18:39.450 digitally in the software where it comes back automatically. The 367 00:18:39.450 --> 00:18:42.570 external form request is also fully mobile responsive. So your 368 00:18:42.570 --> 00:18:45.360 clients can use their cell phone, their iPad to fill those 369 00:18:45.360 --> 00:18:48.780 data points out. As we scroll down here, you've got any custom 370 00:18:48.780 --> 00:18:52.320 field data. In this gray box right here. All the data you see 371 00:18:52.320 --> 00:18:55.140 in this gray box is what we call standard fields. Within centric 372 00:18:55.140 --> 00:18:58.260 software, you've also got custom fields. So we talked about that 373 00:18:58.260 --> 00:19:01.200 earlier. If we add any custom fields in the software, all that 374 00:19:01.200 --> 00:19:03.840 custom field data will show up here. And then down here in the 375 00:19:03.840 --> 00:19:07.290 bottom left, you've got our customer portal. Out of the box 376 00:19:07.290 --> 00:19:10.080 with centric software, we give you this awesome white labeled 377 00:19:10.080 --> 00:19:13.620 Customer Portal, your clients can log into, they can upload 378 00:19:13.620 --> 00:19:16.440 documents into the CRM from the customer portal, they can see 379 00:19:16.440 --> 00:19:18.960 any notes that you've taken, they can see all the documents 380 00:19:18.960 --> 00:19:21.270 saved electronically sign if you're a funder, and you're 381 00:19:21.270 --> 00:19:24.450 servicing through our software, they can see all their deals, 382 00:19:24.480 --> 00:19:27.360 advances or loans on file all the payments they've made, they 383 00:19:27.360 --> 00:19:30.270 can see statements, there's several different types of items 384 00:19:30.270 --> 00:19:32.880 they can see and do within that client portal. And that comes 385 00:19:32.880 --> 00:19:35.520 out of the box. So you can activate this client portal for 386 00:19:35.520 --> 00:19:38.340 the client, you can deactivate it, you can reset password, and 387 00:19:38.340 --> 00:19:40.920 it'll automatically send them an email with their password and 388 00:19:40.920 --> 00:19:45.150 username with your logo and your email address. Okay, if you 389 00:19:45.150 --> 00:19:47.520 decide to use the customer portal at centric software, you 390 00:19:47.520 --> 00:19:50.070 can put a nice button on your website that says client portal 391 00:19:50.070 --> 00:19:53.100 login. And that will go to a white label domain name like 392 00:19:53.100 --> 00:19:56.700 portal dot your domain name.com and they can log in so it fully 393 00:19:56.700 --> 00:20:00.000 looks like it's your technology. So nice feature there. On there. 394 00:20:00.000 --> 00:20:02.880 The right hand side for the contacts, we've got several tabs 395 00:20:02.880 --> 00:20:05.910 here to track communication and all sorts of different items for 396 00:20:05.910 --> 00:20:08.790 this particular contact. The first tab is the History tab. 397 00:20:08.790 --> 00:20:11.850 Anything ever done in centric software is always date and 398 00:20:11.850 --> 00:20:14.490 timestamp. That's for your protection, so that you can 399 00:20:14.490 --> 00:20:16.710 always see what's happening with your users and what they're 400 00:20:16.710 --> 00:20:19.710 doing. Within centric software, you've got the Deals tab, we're 401 00:20:19.710 --> 00:20:22.470 going to look at that here in just a second. You've got all 402 00:20:22.470 --> 00:20:25.620 calls made to this particular customer, as long as you're 403 00:20:25.620 --> 00:20:28.290 tracking the call. And you can always log a call here, you've 404 00:20:28.290 --> 00:20:31.050 got any emails sent to the client, when you send emails to 405 00:20:31.050 --> 00:20:33.600 the client and centric software, it's going to give you a date 406 00:20:33.600 --> 00:20:36.780 and timestamp, the actual email you sent. And then if the client 407 00:20:36.780 --> 00:20:39.210 opens the email, you're gonna see the date and time the client 408 00:20:39.210 --> 00:20:42.930 actually open the email within centric software, you've got the 409 00:20:42.930 --> 00:20:45.930 notes tab, you can categorize your notes any which way you 410 00:20:45.930 --> 00:20:49.200 want if you categorize your note as a Customer Portal note, and 411 00:20:49.200 --> 00:20:51.960 then you save note, this note will not only show up here, 412 00:20:51.990 --> 00:20:54.330 it'll also show up in the customer portal for the customer 413 00:20:54.360 --> 00:20:57.450 to see, you've got no templates, if you find yourself writing the 414 00:20:57.450 --> 00:20:59.700 same note over and over again, you've got templates here, 415 00:20:59.910 --> 00:21:02.610 you've got the note box, and then you can always notify other 416 00:21:02.610 --> 00:21:06.030 users within your account of this note being taken. And then 417 00:21:06.030 --> 00:21:09.000 you can also see see anyone on a note as well, you've got the 418 00:21:09.000 --> 00:21:12.120 Save note, you can go ahead and click on Search notes. And then 419 00:21:12.120 --> 00:21:14.790 you can search by category as well. And all your notes are 420 00:21:14.790 --> 00:21:17.460 going to stack down the page here, date and timestamp who 421 00:21:17.460 --> 00:21:20.220 took the note the category of the note and the actual note 422 00:21:20.220 --> 00:21:23.670 itself. Okay, so great note feature. In the E marketing 423 00:21:23.670 --> 00:21:27.090 section. In the E marketing tab, you have the ability to blast 424 00:21:27.090 --> 00:21:29.610 email marketing out to your customer base any which way you 425 00:21:29.610 --> 00:21:33.180 want. Okay, in the marketing tab, it's going to show you how 426 00:21:33.180 --> 00:21:36.030 many times this particular contact was wrapped up in a 427 00:21:36.030 --> 00:21:38.670 campaign. And then whether or not they opened that campaign. 428 00:21:38.760 --> 00:21:41.730 So this particular contact, we have 100% open rate, this client 429 00:21:41.730 --> 00:21:44.190 was only caught up in one campaign. But if this client was 430 00:21:44.190 --> 00:21:46.470 caught up, and let's say 10 campaigns, you're going to be 431 00:21:46.470 --> 00:21:49.440 able to come in here and see what campaigns they opened what 432 00:21:49.440 --> 00:21:52.380 campaigns they did not open. We've also got the text 433 00:21:52.380 --> 00:21:55.020 messaging feature built into centric software, you can do a 434 00:21:55.020 --> 00:21:58.680 two way conversation with the customer all via text message. 435 00:21:58.800 --> 00:22:01.530 So if you write templates, you can build templates in the 436 00:22:01.530 --> 00:22:04.350 software, they'll automatically populate your template, you've 437 00:22:04.350 --> 00:22:07.050 got the phone numbers, this is a native integration with Twilio, 438 00:22:07.320 --> 00:22:09.810 you can see the customer's phone number over here, if it's a 439 00:22:09.810 --> 00:22:12.810 mobile or landline that accepts text messages, it'll be a green 440 00:22:12.810 --> 00:22:15.810 checkbox. If it doesn't it, there'll be no phone number here 441 00:22:15.810 --> 00:22:18.360 at all. You can write your message send message, it'll go 442 00:22:18.360 --> 00:22:20.790 directly to the customer cell phone. When the customer 443 00:22:20.790 --> 00:22:23.640 responds back, it'll show up right here into century software 444 00:22:23.640 --> 00:22:26.910 as well as a return text message. So you can see the text 445 00:22:26.910 --> 00:22:28.980 messages back and forth, back and forth, back and forth, which 446 00:22:28.980 --> 00:22:29.790 is really quite nice. 447 00:22:31.020 --> 00:22:34.020 In the doc section, we've got three different sections here, 448 00:22:34.020 --> 00:22:37.500 you've got generated PDFs, you've got esign documents, and 449 00:22:37.500 --> 00:22:41.040 you've got uploaded files. Okay, for generated PDFs, you can come 450 00:22:41.040 --> 00:22:44.070 in here and see any generated PDF you want, you can download 451 00:22:44.070 --> 00:22:46.920 or trash. For E signed documents, you can come in here 452 00:22:46.920 --> 00:22:49.230 and see all the documents you've sent out for electronic 453 00:22:49.230 --> 00:22:52.830 signature centric software has its own proprietary esign 454 00:22:52.830 --> 00:22:55.920 platform built into centric software, we own it, we built it 455 00:22:55.920 --> 00:22:58.590 from the ground up. Okay, so it's fully integrated into 456 00:22:58.590 --> 00:23:01.020 centric software. You can see here when you send dogs out for 457 00:23:01.020 --> 00:23:04.080 esign, their statuses like sent, you've got statuses like 458 00:23:04.080 --> 00:23:06.510 document open, you've got statuses, like pending, you've 459 00:23:06.510 --> 00:23:09.720 got statuses like delivered, once the esign dock has been 460 00:23:09.720 --> 00:23:13.380 completed, it'll say completed, you can come in here and you can 461 00:23:13.380 --> 00:23:17.280 view the IP address of the sender, you can view the IP 462 00:23:17.280 --> 00:23:20.880 address of the signer and then you can view this document. And 463 00:23:20.880 --> 00:23:24.030 when you view this document, it'll show you the PDF. If you 464 00:23:24.030 --> 00:23:26.910 scroll down for this E Sign Document, you'll see here this 465 00:23:26.910 --> 00:23:30.150 really nice looking e sign. And then on the last page, you're 466 00:23:30.150 --> 00:23:33.570 gonna see the click Sign digital certificate or esign platform is 467 00:23:33.570 --> 00:23:36.810 called click sign. And again, it's our proprietary technology 468 00:23:36.810 --> 00:23:38.610 that we built into centric software, it's been battle 469 00:23:38.610 --> 00:23:41.280 tested, stood up in court many times we've had it for many, 470 00:23:41.280 --> 00:23:44.910 many years. Never been a problem. Okay, so great esign 471 00:23:44.910 --> 00:23:48.810 tech built into the software. So you can send as many signs as 472 00:23:48.810 --> 00:23:52.350 you want for your price. Any uploaded files, you can always 473 00:23:52.350 --> 00:23:55.770 drag and drop documents into the CRM and you can always upload 474 00:23:55.800 --> 00:23:58.350 manually into the software as well. If you want to send a 475 00:23:58.350 --> 00:24:00.900 document out for electronic signature, I can click on 476 00:24:00.900 --> 00:24:04.470 generate PDF here in the top right, I can choose the document 477 00:24:04.470 --> 00:24:07.350 that I want to generate a PDF and those Doc's are going to be 478 00:24:07.350 --> 00:24:11.070 in the Docs tab, I can choose to send for click sign, I can click 479 00:24:11.070 --> 00:24:13.920 on generate PDF, and this will send this document out to the 480 00:24:13.920 --> 00:24:17.340 customer for electronic signature. Okay, so that's the 481 00:24:17.340 --> 00:24:20.010 dock section, great document management platform built into 482 00:24:20.010 --> 00:24:22.890 centric software, we have the Events tab. So we have a full 483 00:24:22.890 --> 00:24:25.380 calendaring system built in the software so you can schedule 484 00:24:25.380 --> 00:24:28.470 events for your clients. We also have a full Task Manager built 485 00:24:28.470 --> 00:24:31.170 into centric software. Okay, so if you want to come in here and 486 00:24:31.170 --> 00:24:34.590 click on new tasks, you can build a new task into centric 487 00:24:34.590 --> 00:24:37.620 software. You can do freeform entry, or if you don't want to 488 00:24:37.620 --> 00:24:40.140 do freeform entry, you've got task items that are built in the 489 00:24:40.140 --> 00:24:45.030 software, you can assign this task to a user to a team or to 490 00:24:45.030 --> 00:24:48.570 the client. So if you have a task for the client, like 491 00:24:48.570 --> 00:24:51.840 sending documents or pay down credit card to a certain 492 00:24:51.840 --> 00:24:55.530 utilization rate you can do so save task. And that task will be 493 00:24:55.530 --> 00:24:59.280 here right here. And then users can come in here and complete 494 00:24:59.280 --> 00:25:01.890 tasks. So and so forth. And there's an entire test setting 495 00:25:01.890 --> 00:25:05.250 section for you to build out all your test settings. You've got 496 00:25:05.250 --> 00:25:07.470 credit card information for credit card charges, and you've 497 00:25:07.470 --> 00:25:12.060 got bank account information for ACH drafts. Okay, you can always 498 00:25:12.090 --> 00:25:16.740 edit a contact by clicking on edit contact right here. And you 499 00:25:16.740 --> 00:25:19.140 can come in here and you can edit this contact anytime you 500 00:25:19.140 --> 00:25:22.350 want. Click on Save and Exit. And that is how you edit the 501 00:25:22.350 --> 00:25:24.420 contact in the software. And then of course, I can always 502 00:25:24.420 --> 00:25:27.030 come back in here to Al's laundry service, and I can see 503 00:25:27.030 --> 00:25:31.200 all the data points on file. Okay, so this is the client 504 00:25:31.200 --> 00:25:34.290 dashboard built into centric software. Now, if we jump back 505 00:25:34.290 --> 00:25:36.690 into the deal section here, you're going to be able to see 506 00:25:36.690 --> 00:25:40.950 all the deals on file for Al's laundry service. If you have 507 00:25:40.950 --> 00:25:44.220 brokered or funded or syndicated on Al's laundry service, let's 508 00:25:44.220 --> 00:25:48.330 say multiple times, they got an advance or loan from you today, 509 00:25:48.360 --> 00:25:50.850 six months from now another one, maybe a year and a half from now 510 00:25:50.850 --> 00:25:53.520 another one, you're going to be able to track all your deals on 511 00:25:53.520 --> 00:25:57.000 file for hours laundry search for this contact. Okay, so we've 512 00:25:57.000 --> 00:26:00.210 got contacts, and we've got deals, the Contacts tab is going 513 00:26:00.210 --> 00:26:03.420 to manage all the contacts on the software, the Deals tab is 514 00:26:03.420 --> 00:26:06.240 going to manage all your deals in the software with a 515 00:26:06.240 --> 00:26:10.410 customized pipeline here. Okay, so if I go back to contacts, and 516 00:26:10.410 --> 00:26:15.210 I come into Al's laundry service, and I click into deals, 517 00:26:15.300 --> 00:26:18.480 here's all the deals on file. If I want to create a new deal, I 518 00:26:18.480 --> 00:26:21.930 can click on New Deal. Or if I want to edit an existing deal, I 519 00:26:21.930 --> 00:26:24.630 can go ahead and jump into this particular deal here. And this 520 00:26:24.630 --> 00:26:28.200 is the deal opportunity page. Okay, so the first thing you're 521 00:26:28.200 --> 00:26:30.600 going to see here at the top is this is Al's laundry service, I 522 00:26:30.600 --> 00:26:32.850 can always click on as long as service and go back to the 523 00:26:32.850 --> 00:26:36.510 contact. Okay, come back into deals, and then I can jump back 524 00:26:36.510 --> 00:26:37.260 into this deal. 525 00:26:38.670 --> 00:26:42.690 Okay, we've got deal ID. And we've also got contact ID if you 526 00:26:42.690 --> 00:26:44.910 decide to join us and you work with our support team for 527 00:26:44.910 --> 00:26:47.670 whatever reason, it may be always reference these IDs, 528 00:26:47.670 --> 00:26:50.700 it'll help them service you in a much, much quicker and more 529 00:26:50.700 --> 00:26:53.460 efficient way. We've got some contact information here at the 530 00:26:53.460 --> 00:26:56.370 top for this merchant. And then for you funders out there we've 531 00:26:56.370 --> 00:26:59.490 got some statistics here on the performance of this particular 532 00:26:59.490 --> 00:27:02.160 deal if you're servicing through our software, so you've got 533 00:27:02.160 --> 00:27:05.250 account balance, you've got RTR balance, you've got payments, 534 00:27:05.250 --> 00:27:09.090 made percentage, RTR paid, percentage of term, number of 535 00:27:09.090 --> 00:27:12.930 returns, or NSS. last payment, and then you've also got pacing, 536 00:27:13.140 --> 00:27:16.380 okay, if you're a broker and you're brokering this deal, the 537 00:27:16.380 --> 00:27:18.960 account balance and RTR balance will be whatever the funded 538 00:27:18.960 --> 00:27:22.020 amount is, but they'll never change as you're not servicing 539 00:27:22.020 --> 00:27:24.600 through our software. If you're servicing through our software, 540 00:27:24.600 --> 00:27:27.510 all these data points will change as debit start clearing 541 00:27:27.510 --> 00:27:30.180 the software and clearing the bank as a servicer and a funder 542 00:27:30.180 --> 00:27:33.570 within centric software. As we scroll down, we've got deal 543 00:27:33.570 --> 00:27:37.020 assignments. So just like you can assign staff members to a 544 00:27:37.020 --> 00:27:40.320 contact, you can also assign certain companies and certain 545 00:27:40.320 --> 00:27:43.620 staff members to the deal as well. So we've got sales broker, 546 00:27:43.620 --> 00:27:46.590 underwriter, and funder so sales will be whoever's the sales rep 547 00:27:46.590 --> 00:27:50.070 on file. The broker is whoever's brokering this deal. If it's an 548 00:27:50.070 --> 00:27:53.490 external broker that sent you the file, you'll choose them. If 549 00:27:53.490 --> 00:27:55.860 it's you, the broker and your broker in this file, you choose 550 00:27:55.860 --> 00:27:59.130 yourself who is the underwriter for you funders out there, who's 551 00:27:59.130 --> 00:28:01.500 the underwriter, underwriting the file, and then if you're a 552 00:28:01.500 --> 00:28:04.530 broker, and you're brokering this deal to a funder who funded 553 00:28:04.530 --> 00:28:06.810 the deal, if you're a funder, and you're going to fund this 554 00:28:06.810 --> 00:28:09.840 deal yourself, you're going to choose yourself and the funder 555 00:28:10.590 --> 00:28:14.010 come from the lenders tab, which we'll jump in into here in just 556 00:28:14.010 --> 00:28:17.970 a second. Below that we have the merchant cash advance Pricer, 557 00:28:17.970 --> 00:28:20.700 this is a merchant cash advance deal. You've also got other 558 00:28:20.700 --> 00:28:24.030 deals like commercial mortgages, equipment financing, SBA loans, 559 00:28:24.450 --> 00:28:27.060 where you have more of an amortization calculator. So this 560 00:28:27.060 --> 00:28:30.000 is a merchant cash advance deal, we've got advanced type is it 561 00:28:30.000 --> 00:28:34.380 new add on or renewal? Is this a credit card program or an ACH 562 00:28:34.380 --> 00:28:36.810 program? If this is a credit card program, you're going to 563 00:28:36.810 --> 00:28:39.660 have a hold back, we call it a remit. So we're holding back in 564 00:28:39.660 --> 00:28:42.990 this particular case, 20% of the daily receivables for this 565 00:28:42.990 --> 00:28:46.140 particular merchant, if it's an ACH deal, it's just going to be 566 00:28:46.140 --> 00:28:49.200 an automatic draft daily, weekly or monthly, and this is going to 567 00:28:49.200 --> 00:28:52.530 be zero. So you'll put nothing in here for an ACH deal, you've 568 00:28:52.530 --> 00:28:55.740 got the advance amount, you've got the repayment term for days, 569 00:28:55.740 --> 00:28:59.640 weeks or months, you've got the buy and sell factor rate. So for 570 00:28:59.640 --> 00:29:01.620 those of you who get a buyer rate, you can put your buyer 571 00:29:01.620 --> 00:29:03.960 rate, whatever the retail rate is to the merchant, you can put 572 00:29:03.960 --> 00:29:06.960 in your retail rate, you've got the payback amount, and then 573 00:29:06.960 --> 00:29:10.380 you've got the daily payment, this daily payment will 574 00:29:10.380 --> 00:29:13.500 automatically calculate once you put in an advanced amount, and a 575 00:29:13.500 --> 00:29:16.800 term and a factory. So payback amount will automatically 576 00:29:16.800 --> 00:29:20.340 calculate and so will payment. US also got lien position. 577 00:29:20.340 --> 00:29:23.000 So what lien position is this. And then you've also got some 578 00:29:23.000 --> 00:29:25.610 program options here, the program options are fully 579 00:29:25.610 --> 00:29:28.400 customizable to you. So if you've got different types of 580 00:29:28.400 --> 00:29:30.890 programs, and you call them a certain name, or there's jargon 581 00:29:30.890 --> 00:29:33.290 that you use, whether it's silver, bronze, whatever it may 582 00:29:33.290 --> 00:29:36.890 be, you can choose this particular program. As I scroll 583 00:29:36.890 --> 00:29:39.620 down here, you've got other advances with this merchant. So 584 00:29:39.620 --> 00:29:42.110 if you've got multiple advances on file, it'll just happen to 585 00:29:42.110 --> 00:29:45.320 show you the other advances you particularly have on file for 586 00:29:45.320 --> 00:29:48.980 this merchant. And then because we're in the application section 587 00:29:48.980 --> 00:29:51.620 here, have all these tabs. Down here at the bottom you're going 588 00:29:51.620 --> 00:29:54.980 to see the application. This is the intake form you have in the 589 00:29:54.980 --> 00:29:58.010 context tab. It's the same thing right business information, 590 00:29:58.010 --> 00:30:01.070 campaign information, contact info Meishan loan information 591 00:30:01.070 --> 00:30:04.100 broker information, you can make edits here if you wish to do so, 592 00:30:04.250 --> 00:30:07.400 and then click on Save File on the top right. Okay, so on the 593 00:30:07.400 --> 00:30:10.790 far left, we've also got custom data. So we can add any custom 594 00:30:10.790 --> 00:30:13.640 fields to the event at the advance that we wish. We've got 595 00:30:13.640 --> 00:30:17.330 financial information that you can add for the client on file, 596 00:30:17.540 --> 00:30:20.540 you've got documents, it is important once you have an 597 00:30:20.540 --> 00:30:23.570 advance on file to always create and manage documents on this 598 00:30:23.570 --> 00:30:27.230 page. So it's associated with this deal opportunity. Okay, so 599 00:30:27.230 --> 00:30:30.590 you can generate PDF and send out for esign. Right here, you 600 00:30:30.590 --> 00:30:33.230 can zip up documents if you're dealing with a lot of documents, 601 00:30:33.230 --> 00:30:35.480 and you can email them traditionally. And then you can 602 00:30:35.480 --> 00:30:37.940 also upload files and of course, you can always drag and drop 603 00:30:37.940 --> 00:30:40.460 files. So you've got all your documents here, you've got all 604 00:30:40.460 --> 00:30:43.820 your esign docks at the bottom, we've got conditions built in 605 00:30:43.820 --> 00:30:46.310 the software. So you can come in here and you can say I can 606 00:30:46.310 --> 00:30:49.490 approve a condition or decline a condition and I can trash this 607 00:30:49.490 --> 00:30:52.580 condition underwriters will see date and timestamp if they've 608 00:30:52.580 --> 00:30:55.730 denied or approved a condition. You can pull credit in the 609 00:30:55.730 --> 00:30:58.070 software for from a company called Universal Credit 610 00:30:58.070 --> 00:31:01.520 Services, you can pull decision logic reports, which is bank 611 00:31:01.520 --> 00:31:04.100 statement Validation Reports. And you can also refresh those 612 00:31:04.100 --> 00:31:07.760 reports within centric software as well. For you brokers out 613 00:31:07.760 --> 00:31:10.940 there, you've got broker submission lender submission, 614 00:31:11.210 --> 00:31:14.420 okay, so what you can do is you can package up a deal and send 615 00:31:14.420 --> 00:31:17.030 it to multiple lenders at the same time with one click of a 616 00:31:17.030 --> 00:31:20.030 button. So for if I'm a broker, and I want to shop this deal 617 00:31:20.030 --> 00:31:23.600 out, I can click on new submission, I can choose all the 618 00:31:23.600 --> 00:31:26.690 documents, I want to package up in this submission, I can choose 619 00:31:26.690 --> 00:31:30.590 all the lending institutions I want to send these submission 620 00:31:30.590 --> 00:31:34.220 to, it will populate your contact on file at those lending 621 00:31:34.220 --> 00:31:38.000 institutions. I can write my email, and then I can submit 622 00:31:38.000 --> 00:31:40.820 package. If you're submitting for the second and third time 623 00:31:40.820 --> 00:31:43.460 for this particular deal, you can click on resubmission for 624 00:31:43.460 --> 00:31:46.340 reporting reasons. So we know if it was a resubmission or a new 625 00:31:46.340 --> 00:31:50.060 submission. Once you click on Submit package, I can scroll to 626 00:31:50.060 --> 00:31:53.090 the top here and I can click on View Submissions and you can see 627 00:31:53.090 --> 00:31:55.940 all the submissions you've done, date and timestamp, the docs 628 00:31:55.940 --> 00:31:58.640 that you sent the emails you sent them to, I can come in and 629 00:31:58.640 --> 00:32:00.920 take notes for each submission maybe once I start getting 630 00:32:00.920 --> 00:32:04.670 offers from these lenders, and then I can status out each 631 00:32:04.670 --> 00:32:07.850 submission as well. And once I'm done submitting for several 632 00:32:07.850 --> 00:32:10.790 days, weeks or months in a row, I can jump into the Reports tab 633 00:32:10.790 --> 00:32:14.300 and I can run some advanced or loan submission reports. So I 634 00:32:14.300 --> 00:32:17.360 can see submissions by lender, by user by company so on and so 635 00:32:17.360 --> 00:32:22.490 forth. Okay, so great tool here to shop deal out to multiple 636 00:32:22.490 --> 00:32:24.830 lenders with one click of a button. We've got some 637 00:32:24.830 --> 00:32:27.320 underwriting notes. I can come in here and just take some basic 638 00:32:27.320 --> 00:32:30.110 notes from an underwriter perspective. We have a full 639 00:32:30.140 --> 00:32:33.560 syndication platform built into the software. Okay, so what you 640 00:32:33.560 --> 00:32:36.020 have the ability to do as a funder, especially if you're 641 00:32:36.020 --> 00:32:39.410 servicing the file, and you've got participants on file, you 642 00:32:39.410 --> 00:32:41.600 can come in here and choose the companies that are going to be 643 00:32:41.600 --> 00:32:44.270 participating, choose the amount they're going to be 644 00:32:44.270 --> 00:32:47.960 participating, and then it'll spit out the percentage. You've 645 00:32:47.960 --> 00:32:52.190 got a servicing fee based on the advance amount, payback, RTR and 646 00:32:52.190 --> 00:32:55.430 prepayment, okay, so you can actually track who's 647 00:32:55.460 --> 00:32:58.670 participating on your deals. If you're a funder and you're 648 00:32:58.670 --> 00:33:01.610 servicing in our software as payments, start clearing the 649 00:33:01.610 --> 00:33:05.420 bank, our system will then automatically pay out the 650 00:33:05.420 --> 00:33:08.990 syndication partner via ACH credit with your ACH processor 651 00:33:09.050 --> 00:33:11.930 minus servicing fees or our system will send out the net, 652 00:33:12.470 --> 00:33:15.620 not the gross, so you don't have to do it manually outside the 653 00:33:15.620 --> 00:33:18.650 software. Okay. And then syndication partners have a full 654 00:33:18.650 --> 00:33:21.740 syndication portal, they can log into, see all the deals they 655 00:33:21.740 --> 00:33:25.040 participated on, drill into that deal, or they can see all the 656 00:33:25.040 --> 00:33:28.100 debits for that deal and their associated credits. And then 657 00:33:28.100 --> 00:33:30.920 syndication partners also will get a daily email for the 658 00:33:30.920 --> 00:33:34.820 remittances. Another nice part about centric software is we 659 00:33:34.820 --> 00:33:37.730 batch out syndication credits. Okay, so if you've got a 660 00:33:37.730 --> 00:33:40.520 syndication partner participating on multiple deals, 661 00:33:40.520 --> 00:33:43.550 and all those deals are daily repayment, instead of sending 662 00:33:43.550 --> 00:33:46.970 that syndication partner, let's say 20 credits in one day, we're 663 00:33:46.970 --> 00:33:49.130 going to batch it up and just send them one credit for those 664 00:33:49.130 --> 00:33:52.550 20 deals. Okay, so really nice syndication platform built into 665 00:33:52.550 --> 00:33:55.550 centric software. You've got commission tracking, if you've 666 00:33:55.550 --> 00:33:57.830 got a syndication partner on file, and you put in some 667 00:33:57.830 --> 00:34:01.280 commissions here, the system will automatically calculate the 668 00:34:01.280 --> 00:34:05.630 commission split. So whatever the syndication partner was 669 00:34:05.630 --> 00:34:07.940 responsible for, it'll automatically calculate that 670 00:34:07.940 --> 00:34:08.690 commission split. 671 00:34:08.990 --> 00:34:11.960 Okay for you funders out there, you've got funding information, 672 00:34:11.960 --> 00:34:14.270 so routing number, account number, account type, name and 673 00:34:14.270 --> 00:34:17.030 account ACH provider you're using. You've got some fee 674 00:34:17.030 --> 00:34:19.640 options, and then you've got funding details down here at the 675 00:34:19.640 --> 00:34:24.620 bottom. Once you put this particular deal into the in 676 00:34:24.620 --> 00:34:27.770 repayment status, which is the final funded Completed status 677 00:34:27.770 --> 00:34:31.010 and our software. The payments tab will show up this Payments 678 00:34:31.010 --> 00:34:34.490 tab will not be here until this file goes to in repayment. So 679 00:34:34.490 --> 00:34:37.310 once it does, we can click on the payments tab. And you'll 680 00:34:37.310 --> 00:34:41.150 notice here the first thing we see is the ability to turn Auto 681 00:34:41.150 --> 00:34:46.700 ACH drafting on. Okay, so we can turn Auto ACH drafting on from 682 00:34:46.700 --> 00:34:49.460 this day moving forward. Our system will now read this 683 00:34:49.460 --> 00:34:52.430 calculator. So for this particular example, this 684 00:34:52.430 --> 00:34:58.310 merchant will be drafted $418.33 Every single day for 150 days. 685 00:34:58.490 --> 00:35:01.010 Okay, and that's business days minus weekends and holidays. 686 00:35:02.150 --> 00:35:05.930 Okay, once auto ACH drafting is on, it's going to communicate 687 00:35:05.930 --> 00:35:09.290 with the ACH processor. It's going to start debiting the 688 00:35:09.290 --> 00:35:12.350 client, and you're gonna see those transactions come into the 689 00:35:12.350 --> 00:35:15.980 software right here. So date and timestamp, you can always click 690 00:35:15.980 --> 00:35:18.950 on this transaction and see what happened, what's the ID with 691 00:35:18.950 --> 00:35:22.520 your ACH processor. You can also show filters on this report. So 692 00:35:22.520 --> 00:35:25.820 if I click on Show filters, let's say I want all my NSS to 693 00:35:25.820 --> 00:35:29.450 show up, read all my debits to be blue, all my cleared, maybe 694 00:35:29.450 --> 00:35:32.420 ACH credits to be green, you can come in here and make different 695 00:35:32.420 --> 00:35:35.600 adjustments on how you want to see your transactions for this 696 00:35:35.600 --> 00:35:38.600 particular merchant, you can always add a payment on the fly. 697 00:35:38.840 --> 00:35:41.900 And depending on the type, it's either going to be account 698 00:35:41.900 --> 00:35:45.140 adjustment, which will not produce a syndicate split, or 699 00:35:45.170 --> 00:35:47.780 you can do an actual debit, which will produce a syndicate 700 00:35:47.780 --> 00:35:50.990 split. So there's ways to add fees. There's ways to adjust the 701 00:35:50.990 --> 00:35:53.510 balance, there's ways to add debits, and whether or not it 702 00:35:53.510 --> 00:35:57.050 affects the account balance or the RTR depends on the type and 703 00:35:57.050 --> 00:35:58.550 subtype when you add that payment. 704 00:35:59.840 --> 00:36:02.810 What we also have built into Centric Software is an override 705 00:36:02.810 --> 00:36:05.870 calculator. Okay, so in the industry, whether it's a loan or 706 00:36:05.870 --> 00:36:08.780 an advance, you may have a merchant that has a seasonal 707 00:36:08.780 --> 00:36:11.600 business, or maybe they just need some relief for a few weeks 708 00:36:11.600 --> 00:36:14.660 or a few months. So what you can do for this particular example, 709 00:36:14.660 --> 00:36:19.160 $418.33 a day, the merchant or borrower calls you and says, you 710 00:36:19.160 --> 00:36:22.910 know, I can only afford $100 a day for the next two months. 711 00:36:23.090 --> 00:36:25.640 Okay, if you agreed to that, you can come in here to override 712 00:36:25.640 --> 00:36:29.570 payment put in $100, you can come in and put in the date, it 713 00:36:29.570 --> 00:36:32.930 goes out to so let's say three weeks out in the calculator for 714 00:36:32.960 --> 00:36:35.870 this particular calendar date, you can choose the frequency and 715 00:36:35.870 --> 00:36:38.270 the interval if it's going to be different than the original 716 00:36:38.270 --> 00:36:41.630 calculator. And when you click on Save File, the override 717 00:36:41.630 --> 00:36:45.260 calculator will override the this initial calculator start 718 00:36:45.260 --> 00:36:49.490 charging that client $100 a day. Once it reaches the date, the 719 00:36:49.490 --> 00:36:53.480 maturity date of the override, it'll automatically go back to 720 00:36:53.480 --> 00:36:56.960 this particular calculator here automatically and start drafting 721 00:36:56.960 --> 00:37:02.690 the client. Okay, if you have a return from a client, there's a 722 00:37:02.690 --> 00:37:06.140 certain arc codes we have in the software with ACH processors 723 00:37:06.140 --> 00:37:09.440 where if the client does a chargeback, our system will 724 00:37:09.470 --> 00:37:13.190 automatically turn off auto ACH drafting to give you time to 725 00:37:13.190 --> 00:37:16.220 work with that merchant to understand why they manually 726 00:37:16.220 --> 00:37:19.520 returned that payment. And then you can come in here and turn 727 00:37:19.520 --> 00:37:22.520 this back on manually if you wish to do so. But there are 728 00:37:22.520 --> 00:37:25.520 certain art codes where we will automatically pause ACH 729 00:37:25.520 --> 00:37:29.240 drafting, not to threaten your ACH processing account to get 730 00:37:29.240 --> 00:37:32.330 shut down. Okay, so those are some features built within 731 00:37:32.330 --> 00:37:35.840 centric software for the deal tab. On the far right, you've 732 00:37:35.840 --> 00:37:38.180 got some quick tools, you can email the merchant, you can 733 00:37:38.180 --> 00:37:40.610 track a phone call for the merchant, you can add a calendar 734 00:37:40.610 --> 00:37:42.740 event for this merchant, you can also add a task for this 735 00:37:42.740 --> 00:37:45.740 merchant if you wish to do so this will always be the advanced 736 00:37:45.740 --> 00:37:48.950 status here. This will be the contact status. You can take 737 00:37:48.950 --> 00:37:52.070 notes, you can notify users on the note, you can categorize 738 00:37:52.070 --> 00:37:55.310 your note, see all your notes stack down the page here, you've 739 00:37:55.310 --> 00:37:58.520 also got the status history here of the advance. And then you've 740 00:37:58.520 --> 00:38:02.120 also got the system log. So we always know what's happening all 741 00:38:02.120 --> 00:38:05.300 the time, date and timestamp on who's touching this file, who's 742 00:38:05.300 --> 00:38:07.760 clicking on what and what's happening to this particular 743 00:38:07.760 --> 00:38:12.860 advance, or this particular deal. Okay, so this is the deal 744 00:38:12.860 --> 00:38:15.530 opportunity page. Again, I can come back to Al's laundry 745 00:38:15.530 --> 00:38:18.800 service, and I can see the contact, I can jump back into 746 00:38:18.800 --> 00:38:22.460 deals, I can go into the deal this way. Or I can jump into the 747 00:38:22.460 --> 00:38:25.880 Deals tab. And I can see my deals this way. So now that 748 00:38:25.880 --> 00:38:27.860 we're here in the Deals tab, let's go ahead and look at the 749 00:38:27.860 --> 00:38:30.350 Deals tab and the functionality within it. So again, this is 750 00:38:30.350 --> 00:38:33.290 going to track all your deals in the software, one of the things 751 00:38:33.290 --> 00:38:36.050 that we have built on the software is deal settings. So if 752 00:38:36.050 --> 00:38:38.570 you decide to join us, the very first thing we're going to do is 753 00:38:38.570 --> 00:38:41.210 we're going to look at your deal settings. So you've got advanced 754 00:38:41.210 --> 00:38:44.150 statuses, we're going to build those out, then we're going to 755 00:38:44.150 --> 00:38:47.540 map your advanced statuses to your contact statuses. So you 756 00:38:47.540 --> 00:38:50.420 have contacts on the software, they have statuses, you've got 757 00:38:50.420 --> 00:38:53.960 deals on the software, they have statuses, we map them together, 758 00:38:54.050 --> 00:38:56.510 so that when you change the status of the advance, the 759 00:38:56.510 --> 00:38:59.690 status of the contact will change with it. Okay, we've got 760 00:38:59.690 --> 00:39:02.810 custom pipeline management. So if I come to the Deals tab here, 761 00:39:02.810 --> 00:39:05.930 you're gonna see this is your pipeline. Okay, and we can build 762 00:39:05.930 --> 00:39:08.540 out a custom pipeline, depending on how you want to see it. So if 763 00:39:08.540 --> 00:39:13.340 I come back into settings, and I look at pipeline management, I 764 00:39:13.340 --> 00:39:16.520 can build my pipeline manually, and what deal statuses do I want 765 00:39:16.520 --> 00:39:19.970 to see in those pipelines, I've got role and user access. Once I 766 00:39:19.970 --> 00:39:23.390 built out my pipeline who has access to what pipelines, I can 767 00:39:23.390 --> 00:39:27.830 automatically assign deals once they're created to underwriters 768 00:39:27.830 --> 00:39:31.010 or brokers or sales reps. So if there's some larger teams out 769 00:39:31.010 --> 00:39:33.950 there that need some automated assignment to underwriters, we 770 00:39:33.950 --> 00:39:37.820 can do so here. We've got your workflow for deals. So when the 771 00:39:37.820 --> 00:39:41.210 deals in a certain status, what status comes next, and we build 772 00:39:41.210 --> 00:39:44.150 that out for you? We've got rules and permissions. When do 773 00:39:44.150 --> 00:39:47.150 you want to lock pricing? What is the funded completed status? 774 00:39:47.150 --> 00:39:50.720 And do you want to use contact permissions? Contact permissions 775 00:39:50.720 --> 00:39:53.210 means if you don't have access to see a contact, then you're 776 00:39:53.210 --> 00:39:56.060 not going to have access to see the deal either. Right? We can 777 00:39:56.060 --> 00:40:00.200 say no here, the user won't be able to see the contact But 778 00:40:00.200 --> 00:40:02.750 they'll be able to see the deal. You've got submission 779 00:40:02.750 --> 00:40:04.940 technology. So for you brokers out there when you do 780 00:40:04.940 --> 00:40:07.820 submissions, what email address or what user do you want to 781 00:40:07.820 --> 00:40:10.790 submission coming from? You've got some payment options here 782 00:40:10.790 --> 00:40:14.150 for you, funders. So do we want to schedule ACH drafts on 783 00:40:14.150 --> 00:40:17.390 federal holidays? If so, when do you want it to happen for the 784 00:40:17.390 --> 00:40:21.740 double dip for the next day? RTR balance? Do you want pending 785 00:40:21.740 --> 00:40:24.470 transactions to show up on your balance? Yes or no? What 786 00:40:24.470 --> 00:40:27.530 subtypes do we want to create in the software to effect RTR 787 00:40:27.530 --> 00:40:31.280 balance, and then you've got some automated SMS? NSF settings 788 00:40:31.280 --> 00:40:34.550 here as well to automatically charge fee based on return 789 00:40:34.580 --> 00:40:38.090 debits? We've got some syndication settings here. When 790 00:40:38.090 --> 00:40:39.920 do you want to pay syndicators out? 791 00:40:40.370 --> 00:40:42.950 What is the subtype or payout? Do you want to auto clear 792 00:40:42.950 --> 00:40:45.530 syndicate payments? Yes or no? That means Do you want to pay 793 00:40:45.530 --> 00:40:48.080 out syndication partners out of the software or are 794 00:40:48.080 --> 00:40:50.510 automatically within the software, and then what gateway 795 00:40:50.510 --> 00:40:54.080 are going to use for those ACH credits, we've got mappings here 796 00:40:54.080 --> 00:40:57.320 for documents and data, we've got some automatic conditions 797 00:40:57.320 --> 00:40:59.810 that can always be created every single time you create a new 798 00:40:59.810 --> 00:41:02.630 deal opportunity. And then you've got those loan programs 799 00:41:02.630 --> 00:41:05.360 here we talked about where if you want to categorize a deal 800 00:41:05.360 --> 00:41:08.480 for a certain program, you can do so here. Okay, so that's in 801 00:41:08.480 --> 00:41:11.120 the Deals tab. And that's deal settings. Again, we go over that 802 00:41:11.120 --> 00:41:14.330 all with you the day you come on board with centric software. And 803 00:41:14.330 --> 00:41:17.030 then here's your Deals tab. So I can come in here and I can say, 804 00:41:17.240 --> 00:41:20.060 I've got two deals in document collection, I can click on that 805 00:41:20.060 --> 00:41:22.850 pipeline, I can see those deals, and I can drill into that 806 00:41:22.850 --> 00:41:27.500 particular deal. Same goes for paid in full, or in repayment. 807 00:41:27.740 --> 00:41:31.040 Again, this is another nice way to be able to jump into that 808 00:41:31.040 --> 00:41:34.250 deal right from this tab. Okay, you've got some nice syndicate 809 00:41:34.250 --> 00:41:36.830 reports over here on the far right, this is exactly what your 810 00:41:36.830 --> 00:41:39.800 syndication partners are going to see when they log in minus 811 00:41:39.800 --> 00:41:42.140 all the tabs. So it's going to look just like this, they can 812 00:41:42.170 --> 00:41:44.570 see all the different data points. And then your 813 00:41:44.570 --> 00:41:47.270 syndication partners are going to be able to drill in to a 814 00:41:47.270 --> 00:41:50.750 particular deal they participated on and see all the 815 00:41:50.750 --> 00:41:53.030 debits they're associated credits, and a lot of the 816 00:41:53.030 --> 00:41:56.450 different data points on file for this particular deal. Okay, 817 00:41:56.540 --> 00:41:59.090 so again, you've got contacts, and you've got deals on the 818 00:41:59.090 --> 00:42:00.950 software, those are two different things, and you can 819 00:42:00.950 --> 00:42:04.970 manage them accordingly. We have a lenders tab built into centric 820 00:42:04.970 --> 00:42:07.820 software. So for those brokers out there that are submitting to 821 00:42:07.820 --> 00:42:09.860 multiple lenders, you've got multiple relationships with 822 00:42:09.860 --> 00:42:12.680 lenders, you can come in here, you can click on Add lender in 823 00:42:12.680 --> 00:42:15.500 the software, it's gonna give you some basic data points. Once 824 00:42:15.500 --> 00:42:17.420 you've added that lender, they're gonna show up down here 825 00:42:17.420 --> 00:42:20.030 at the bottom. And then you can always come into this lender and 826 00:42:20.030 --> 00:42:23.030 you can see as you start associating lenders with a 827 00:42:23.030 --> 00:42:25.610 particular deal, you're going to be able to see how much you've 828 00:42:25.610 --> 00:42:28.040 funded with that lender, you're going to be able to see all the 829 00:42:28.040 --> 00:42:31.010 deals or advances on file with this lender. And then for you 830 00:42:31.010 --> 00:42:34.640 brokers out there that are doing submissions, you need to add the 831 00:42:34.640 --> 00:42:38.840 contacts at that lender, so that you can do a submission to that 832 00:42:38.840 --> 00:42:41.300 contact. Okay. And then you always want to activate these 833 00:42:41.300 --> 00:42:44.000 lenders here in the top right as well. We've got lender 834 00:42:44.000 --> 00:42:46.370 matchmaking built in the software where we can build out 835 00:42:46.370 --> 00:42:48.710 criteria for this lender. So when you go do a submission, 836 00:42:48.710 --> 00:42:52.010 we're going to recommend which lenders to send to, okay, so 837 00:42:52.010 --> 00:42:54.680 this is the lenders tab. If you're a thunder within centric 838 00:42:54.680 --> 00:42:56.420 software, you're going to come in here and you're going to add 839 00:42:56.420 --> 00:43:00.740 yourself as a lender so that you can say at the deal opportunity 840 00:43:00.740 --> 00:43:03.380 level, hey, I'm a funder, and I'm the one that funded this 841 00:43:03.380 --> 00:43:06.410 deal. So you can run those reports accordingly. Okay, so 842 00:43:06.410 --> 00:43:08.990 the lenders tab is a great piece of functionality built on the 843 00:43:08.990 --> 00:43:12.440 software. We've also got the Calendar tab built into Sentry 844 00:43:12.440 --> 00:43:15.320 Software. So we can come in here. And we can build out 845 00:43:15.320 --> 00:43:18.020 different calendars, you can schedule a calendar event, you 846 00:43:18.020 --> 00:43:21.110 can say who it's going to go for who who is the calendar been 847 00:43:21.110 --> 00:43:23.930 assigned to. And you can build out calendars in centric 848 00:43:23.930 --> 00:43:26.870 software, you've got event types, you've got availability 849 00:43:26.870 --> 00:43:28.910 scheduling built in the software, so you can see other 850 00:43:28.910 --> 00:43:32.480 users availability on their calendar, you've also got a full 851 00:43:32.480 --> 00:43:35.210 Task Manager built in the software. So if I come into task 852 00:43:35.210 --> 00:43:38.300 here on the bottom left, I can set up my test settings, I can 853 00:43:38.300 --> 00:43:40.700 see all the different types of test settings built into centric 854 00:43:40.700 --> 00:43:43.670 software, I can save those test settings, I can come back to 855 00:43:43.670 --> 00:43:47.810 tasks, I can then set up task items. So I can do groups of 856 00:43:47.810 --> 00:43:50.900 tasks. Once I build my groups, I can come over here and I can 857 00:43:50.900 --> 00:43:54.650 build my actual items. What file type do I want to associate it 858 00:43:54.650 --> 00:43:58.280 with what group click on Save tasks, and then all your task 859 00:43:58.280 --> 00:44:01.370 items will be here. Okay, so if I go back to the contact, and I 860 00:44:01.370 --> 00:44:04.460 click on new task, you've got that drop down of all your tasks 861 00:44:04.490 --> 00:44:07.910 or your freeform entry. Okay, you've also got task triggers 862 00:44:07.910 --> 00:44:10.700 built in the software. So if I want a task to automatically be 863 00:44:10.700 --> 00:44:14.960 created, and then automatically assigned to someone, on my 864 00:44:14.960 --> 00:44:18.050 staff, you can do so all the different system events are 865 00:44:18.050 --> 00:44:20.810 built right here within centric software. Okay, so that's the 866 00:44:20.810 --> 00:44:22.940 Calendar tab for you to view within centric software, 867 00:44:22.970 --> 00:44:24.380 everyone can have their own calendar. 868 00:44:25.880 --> 00:44:28.370 In the Accounting tab, within Centric Software, if you're a 869 00:44:28.370 --> 00:44:30.890 funder, you're going to be able to build all sorts of different 870 00:44:30.890 --> 00:44:33.980 types of accounting reports. And the accounting reports is just 871 00:44:33.980 --> 00:44:36.980 like list building. It's fully dynamic. Okay, so if you've got 872 00:44:36.980 --> 00:44:40.010 a time sensitive filter on an accounting report, every single 873 00:44:40.010 --> 00:44:42.440 time you run that report, it's going to run that filter and 874 00:44:42.440 --> 00:44:45.110 display data to you. So if I want to see all my debits 875 00:44:45.110 --> 00:44:48.560 cleared this week, every single time you run that report is 876 00:44:48.560 --> 00:44:50.630 going to look at total clear debits and the week you're 877 00:44:50.630 --> 00:44:53.630 currently in and give you numbers. Okay, so you can build 878 00:44:53.630 --> 00:44:56.240 out several different types of Accounting Reports. Click on 879 00:44:56.240 --> 00:44:58.190 those accounting reports. Anytime you want to look at 880 00:44:58.190 --> 00:45:01.220 data. I can always customize eyes and accounting report to 881 00:45:01.220 --> 00:45:04.250 give it filters. Okay, so anytime I build an accounting 882 00:45:04.250 --> 00:45:06.200 report, you're gonna be able to give it all the filters you 883 00:45:06.200 --> 00:45:08.750 want, click on Save report, and then it's gonna give you 884 00:45:08.750 --> 00:45:11.720 numbers. Once you've built a report, and you've got some 885 00:45:11.720 --> 00:45:14.600 numbers here, one of the things that we can do in the top right 886 00:45:14.600 --> 00:45:18.680 is we can enable grouping. So if I click on Enable grouping, I 887 00:45:18.680 --> 00:45:22.160 can now choose one of these data columns here to group by. So if 888 00:45:22.160 --> 00:45:27.440 I group by name, I click on this data column, it's gonna group by 889 00:45:27.440 --> 00:45:31.280 name, first and last name, and then give you aggregates. Okay, 890 00:45:31.280 --> 00:45:34.430 so you can see here the names have been grouped, the amounts 891 00:45:34.430 --> 00:45:36.650 have been grouped, and then it gives you aggregates for that 892 00:45:36.650 --> 00:45:40.040 grouping. Okay, so as an accountant, or if you've got an 893 00:45:40.040 --> 00:45:43.190 external accounting firm, they can come in here and build all 894 00:45:43.190 --> 00:45:45.740 sorts of different types of reports within centric software. 895 00:45:46.070 --> 00:45:48.860 If you're doing ACH processing directly with a brick and mortar 896 00:45:48.860 --> 00:45:52.310 bank, we've got NACHA File Export. So instead of using an 897 00:45:52.310 --> 00:45:55.580 integrated ACH partner, you can use not so far, we don't totally 898 00:45:55.580 --> 00:45:58.940 recommend it only because it's a manual process. And it leaves 899 00:45:58.940 --> 00:46:01.790 room for human error. But we do support that if that's something 900 00:46:01.790 --> 00:46:05.480 you guys want to use. You guys can email reports, analyze 901 00:46:05.480 --> 00:46:08.090 reports, export to CSV. And then of course, you can always 902 00:46:08.090 --> 00:46:11.870 customize these accounting reports as well. We have a Docs 903 00:46:11.870 --> 00:46:13.940 tab built in the centric software Where's where we're 904 00:46:13.940 --> 00:46:17.540 going to build your dock, so they can be generated as PDFs, 905 00:46:17.690 --> 00:46:20.840 pre populated with data and sent out for electronic signature. 906 00:46:21.170 --> 00:46:24.920 Okay, so if we were to look at some example documents here, for 907 00:46:24.920 --> 00:46:28.220 ondeck capital, you can see here we drag and drop the data 908 00:46:28.220 --> 00:46:32.420 points, custom fields over this document, so the system knows 909 00:46:32.600 --> 00:46:36.200 where to populate data on the document. Okay, and we build 910 00:46:36.200 --> 00:46:38.480 these out for you, you can also build them yourself. It's a 911 00:46:38.480 --> 00:46:40.850 little bit of a learning curve, but it's definitely doable. 912 00:46:41.510 --> 00:46:44.540 Okay, so any document you can have here, we've got categories 913 00:46:44.540 --> 00:46:48.140 of documents, you've also got document types, so that we can 914 00:46:48.860 --> 00:46:52.460 categorize documents within centric software. Okay, we do 915 00:46:52.460 --> 00:46:55.730 this again, on behalf of setup so that you can send Doc's out 916 00:46:55.730 --> 00:46:58.460 for each sign right away, right within the centric software 917 00:46:58.460 --> 00:47:02.930 platform. Okay, the Files tab is simply flat file storage. So if 918 00:47:02.930 --> 00:47:06.830 you've got images, company logos, maybe a flyer that you 919 00:47:06.830 --> 00:47:09.440 want to attach to emails to your clients, you can come in here 920 00:47:09.470 --> 00:47:13.760 and upload files into the CRM, if you've got images in an HTML 921 00:47:13.760 --> 00:47:16.340 email, you've got a really nicely designed email with 922 00:47:16.340 --> 00:47:19.340 images, you're going to come in here and upload those images. So 923 00:47:19.340 --> 00:47:22.280 the URL path is right within your email marketing templates. 924 00:47:22.400 --> 00:47:24.860 So it's not being held somewhere else. It's all right here for 925 00:47:24.860 --> 00:47:28.460 you. Okay, so this is all flat file storage. If I jump into the 926 00:47:28.460 --> 00:47:32.150 marketing tab, we have a complete email blast or built 927 00:47:32.150 --> 00:47:35.870 into centric software. Okay, so if you want to email blast, on a 928 00:47:35.870 --> 00:47:38.690 one off basis, or reoccurring basis, you have the ability to 929 00:47:38.690 --> 00:47:41.810 do so. Okay, so what I can do first is I can create email 930 00:47:41.810 --> 00:47:44.630 template. So I can come in here and create any email template I 931 00:47:44.630 --> 00:47:47.570 want, I can give it a template Title, an email subject, I can 932 00:47:47.570 --> 00:47:50.690 categorize this template, I can share this template with teams 933 00:47:50.690 --> 00:47:53.900 or individual users, I can add an attachment to a template, 934 00:47:53.900 --> 00:47:57.080 which would come from the Files tab. And then I've got document 935 00:47:57.080 --> 00:47:59.720 tags built in the software as well. So you can come in here 936 00:47:59.720 --> 00:48:03.650 and build out any HTML plain text template you want into the 937 00:48:03.650 --> 00:48:07.160 software and click on Save design. Okay, once you built out 938 00:48:07.160 --> 00:48:10.010 all your designs, and I'll give you a nice example here of what 939 00:48:10.010 --> 00:48:11.720 a really good looking design looks like. 940 00:48:14.000 --> 00:48:17.270 So here's an HTML template we use here at Centric Software. So 941 00:48:17.270 --> 00:48:19.760 you can see here, this is a really nicely designed template, 942 00:48:20.720 --> 00:48:23.930 right, just as an example, okay, and we can use document tags in 943 00:48:23.930 --> 00:48:27.320 this template as well to populate data. Okay, so once 944 00:48:27.320 --> 00:48:30.080 I've designed everything, I can come in here, and I can set up 945 00:48:30.080 --> 00:48:32.870 my senders, so if you're going to be doing email blasting, what 946 00:48:32.870 --> 00:48:36.380 email address are you going to be using to blast out? Okay, so 947 00:48:36.380 --> 00:48:40.280 you can name this sender, you can hook up your SMTP settings 948 00:48:40.280 --> 00:48:43.070 with your third party server. So whether you're using Amazon 949 00:48:43.070 --> 00:48:48.290 SMTP, a SendGrid, maybe an smtp.com, whatever email server 950 00:48:48.290 --> 00:48:50.930 you're going to be using to actually do the blasting, our 951 00:48:50.930 --> 00:48:53.060 system does all the designing all the scheduling, but that 952 00:48:53.060 --> 00:48:55.820 third party server, you can hook up right here with SMTP 953 00:48:55.820 --> 00:48:59.240 settings. And you can always edit an existing sender on file 954 00:48:59.240 --> 00:49:03.200 and then save that sender. Once you've created your templates, 955 00:49:03.230 --> 00:49:06.410 once you've created your sender, we can now schedule a campaign 956 00:49:06.410 --> 00:49:10.460 for lunch. So we can come in here. What's the campaign title? 957 00:49:10.460 --> 00:49:13.340 Is this an Active Campaign? Is it a single blast or reoccurring 958 00:49:13.340 --> 00:49:16.430 blast, which reoccurring How often does it happen? What's the 959 00:49:16.430 --> 00:49:19.850 start date? What's the start time? What list? Do we want to 960 00:49:19.850 --> 00:49:23.960 send this email blast to? We create lists in the Contacts tab 961 00:49:23.960 --> 00:49:27.260 as expressed earlier? What template do we want to use? What 962 00:49:27.260 --> 00:49:30.830 sender do we want to use? And then what page do we want to 963 00:49:30.830 --> 00:49:33.530 send clients to if they unsubscribe from your email? 964 00:49:33.920 --> 00:49:35.750 Okay, and then of course, you've got some settings here on 965 00:49:35.750 --> 00:49:38.810 notifying certain individuals when emails have been sent or 966 00:49:38.810 --> 00:49:42.500 open, and then we can schedule this launch. Okay, once we've 967 00:49:42.500 --> 00:49:44.780 scheduled a launch, it's going to show up over here under 968 00:49:44.780 --> 00:49:48.320 upcoming Okay, so this may stack down the page if you have all 969 00:49:48.320 --> 00:49:51.740 sorts of different templates active I can always drill in to 970 00:49:51.740 --> 00:49:54.470 a particular campaign and edit that campaign activate or 971 00:49:54.470 --> 00:49:58.070 deactivate that campaign if I wish to do so. Once an email 972 00:49:58.070 --> 00:50:01.820 blast has been sent under recent least sent it'll display. And 973 00:50:01.820 --> 00:50:04.790 you can drill into each one of these, or you can click on view 974 00:50:04.790 --> 00:50:08.270 all said, it'll take you to a splash page of all the campaigns 975 00:50:08.270 --> 00:50:10.880 you've set, you've got some basic statistics here. But we 976 00:50:10.880 --> 00:50:14.030 can also drill into a particular campaign. And we can actually 977 00:50:14.030 --> 00:50:17.210 see details of this campaign and what was happened and what 978 00:50:17.210 --> 00:50:21.080 didn't happen. So if we go back to view all sent, we can find 979 00:50:21.080 --> 00:50:24.410 with a tiny bit more data here, we can drill into this test. And 980 00:50:24.410 --> 00:50:27.440 we can see the different statistics for this particular 981 00:50:27.440 --> 00:50:31.010 email campaign. Okay, the nice part about centric software is 982 00:50:31.010 --> 00:50:33.650 we've got drip email marketing built in the software as well. 983 00:50:33.650 --> 00:50:37.490 So if you want to be able to automatically follow up with 984 00:50:37.490 --> 00:50:40.940 your clients coming from the assigned to rep on file, within 985 00:50:40.940 --> 00:50:43.970 centric software, you can build that in Centric Software. So for 986 00:50:43.970 --> 00:50:48.230 example, you've got day three, day five, day seven, day 10, day 987 00:50:48.230 --> 00:50:52.400 15, so on and so forth. We offer some awesome centric software 988 00:50:52.400 --> 00:50:56.150 consulting packages, on drip, email marketing, we've seen a 989 00:50:56.150 --> 00:50:59.270 lot of failure and a lot of success over the years. And 990 00:50:59.270 --> 00:51:02.030 we've implemented consulting packages based on the success 991 00:51:02.030 --> 00:51:04.400 that we've seen. So we've got some great strategies where we 992 00:51:04.400 --> 00:51:07.310 can build all the content, all the campaigns, all the lists, 993 00:51:07.610 --> 00:51:10.850 activate it all for you All on your behalf, so you can run your 994 00:51:10.850 --> 00:51:13.340 business. Okay, so keep us posted if that's something 995 00:51:13.340 --> 00:51:15.980 you're interested in. So this is the email marketing tab, either 996 00:51:15.980 --> 00:51:19.280 one off blasts, or reoccurring blasts. text message marketing 997 00:51:19.280 --> 00:51:22.820 is the exact same concept as email marketing. So down here, 998 00:51:22.820 --> 00:51:26.030 I've gotten managed my numbers. This is a native integration 999 00:51:26.030 --> 00:51:28.640 with Twilio. So you can come in here and you can buy phone 1000 00:51:28.640 --> 00:51:31.220 numbers, and import phone numbers, and share those phone 1001 00:51:31.220 --> 00:51:34.250 numbers with users in centric software. Once you've purchased 1002 00:51:34.250 --> 00:51:36.470 and integrated your phone number, you can come in here and 1003 00:51:36.470 --> 00:51:39.830 you can manage templates, I can create a new template, very easy 1004 00:51:39.830 --> 00:51:42.500 to do. So I can activate this template. And then I can come in 1005 00:51:42.500 --> 00:51:45.260 here and I can click on my campaigns, and I can create a 1006 00:51:45.260 --> 00:51:48.350 new campaign. And I can blast this campaign out, I choose the 1007 00:51:48.350 --> 00:51:50.960 list, I choose the template, I choose the phone number, I 1008 00:51:50.960 --> 00:51:54.050 scheduled the campaign, and I can blast that campaign. And 1009 00:51:54.050 --> 00:51:57.080 then under the Reports tab, we've got text message reports. 1010 00:51:57.290 --> 00:51:59.660 Okay, so the text message feature is very similar to the 1011 00:51:59.660 --> 00:52:02.090 email marketing feature for Centric Software. 1012 00:52:03.290 --> 00:52:05.996 In the Reports tab, you have several different types of 1013 00:52:06.045 --> 00:52:09.194 reports you guys can look at for some are for productivity, some 1014 00:52:09.243 --> 00:52:11.556 are for users, some are understanding what your 1015 00:52:11.605 --> 00:52:14.508 portfolio said, so on and so forth. Our most popular report 1016 00:52:14.557 --> 00:52:17.263 is our customized report builder. So if I come into the 1017 00:52:17.313 --> 00:52:19.920 report builder, this is an object based Custom Report 1018 00:52:19.970 --> 00:52:22.922 Builder, which is essentially a glorified Excel spreadsheet. 1019 00:52:22.971 --> 00:52:25.727 Okay, so you can come in here and build out all sorts of 1020 00:52:25.776 --> 00:52:28.826 different types of reports, I can click on the graphic here, I 1021 00:52:28.876 --> 00:52:31.729 can see charts in multiple different ways. So if I want to 1022 00:52:31.779 --> 00:52:34.878 see my data in a pie chart, if I want to see in a line graph, I 1023 00:52:34.928 --> 00:52:38.027 want to see in scatter, maybe a bar chart, you can come in here 1024 00:52:38.077 --> 00:52:40.980 and do all sorts of different types of reporting. With this 1025 00:52:41.029 --> 00:52:43.981 centric software. We work with an external consultant called 1026 00:52:44.030 --> 00:52:46.786 nascent consulting. The gentleman's name is Keith Nacin. 1027 00:52:46.835 --> 00:52:49.836 He's an absolute wizard in the industry, tons of knowledge he 1028 00:52:49.886 --> 00:52:52.789 evangelizes report builder with our owners and our software 1029 00:52:52.838 --> 00:52:55.692 developers, we do a lot of consulting with him. If you are 1030 00:52:55.741 --> 00:52:58.644 a funder, and you'd like to use Centric Software, we always 1031 00:52:58.693 --> 00:53:01.793 recommend speaking with Nathan Consulting, they know our system 1032 00:53:01.842 --> 00:53:04.696 very well. And it really helped with portfolio rerformance 1033 00:53:04.745 --> 00:53:07.845 reporting, pacing and tracking, if you're trying to apply for a 1034 00:53:07.894 --> 00:53:10.305 warehouse line or for investment, he knows how to 1035 00:53:10.354 --> 00:53:13.356 produce all the documents. If you're a broker, trying to be a 1036 00:53:13.405 --> 00:53:16.062 funder, he is great at building risk models. So Nathan 1037 00:53:16.111 --> 00:53:18.916 Consulting is an amazing organization we work with a lot, 1038 00:53:18.965 --> 00:53:22.016 we highly recommend working with him if you're a funder within 1039 00:53:22.065 --> 00:53:25.066 centric software. Okay, so lots of different reports. Another 1040 00:53:25.116 --> 00:53:28.068 example of a report you can look at is our status report. It 1041 00:53:28.117 --> 00:53:31.069 gives you the ability to choose different file types, choose 1042 00:53:31.119 --> 00:53:33.923 different companies click on filter, and then you can see 1043 00:53:33.972 --> 00:53:36.777 where your overall portfolio sits as far as it relates to 1044 00:53:36.826 --> 00:53:39.680 your custom workflow, your stages and statuses, okay, lots 1045 00:53:39.729 --> 00:53:42.386 of different reports built on the software, you've got 1046 00:53:42.435 --> 00:53:45.634 submissions for brokers that are submitting to lenders, so on and 1047 00:53:45.683 --> 00:53:47.750 so forth. Okay, so a lot of great reports. 1048 00:53:48.929 --> 00:53:52.096 In the Admin tab, you're going to have all the administrative 1049 00:53:52.148 --> 00:53:55.315 functions built into centric software. So the nice part about 1050 00:53:55.367 --> 00:53:58.483 our software is you can add companies, brokers, syndicators, 1051 00:53:58.534 --> 00:54:01.806 investors, you can add users on the fly, you don't need to call 1052 00:54:01.858 --> 00:54:05.025 us to add all this stuff. Okay. So one of the things you have 1053 00:54:05.077 --> 00:54:08.400 here is something called roles. So before you add users, you can 1054 00:54:08.452 --> 00:54:11.412 come in here and build out custom roles. So I can come in 1055 00:54:11.463 --> 00:54:14.527 here and call this a sales role or an underwriter role or a 1056 00:54:14.579 --> 00:54:17.850 super admin role. And then I can choose all the permissions for 1057 00:54:17.902 --> 00:54:21.173 this particular role. Okay, and then once you've saved all your 1058 00:54:21.225 --> 00:54:24.444 roles, all your roles will be over here for you to view. So if 1059 00:54:24.496 --> 00:54:27.820 I click on sales, click on edit, you can see the sales role here 1060 00:54:27.871 --> 00:54:30.727 and all the permissions for sales. So this is the first 1061 00:54:30.779 --> 00:54:33.895 level deep, that we go here at centric software what you can 1062 00:54:33.947 --> 00:54:37.010 and cannot do. The second layer of permissions is something 1063 00:54:37.062 --> 00:54:40.177 called field level permissions. So if I click on field level 1064 00:54:40.229 --> 00:54:43.552 permissions, I can create a new profile or if I have an existing 1065 00:54:43.604 --> 00:54:46.616 profile, I can click on that profile. I can associate that 1066 00:54:46.668 --> 00:54:50.043 profile with a role. So for this particular example, I've created 1067 00:54:50.095 --> 00:54:52.795 the sales profile. I've associated the sales profile 1068 00:54:52.847 --> 00:54:56.118 with the sales role. And this is what we call data suppression. 1069 00:54:56.170 --> 00:54:59.234 So if I don't want this profile or role to see certain data 1070 00:54:59.285 --> 00:55:02.297 points, like maybe date of birth, or maybe Social Security 1071 00:55:02.349 --> 00:55:05.464 Number every single customer custom field and standard field 1072 00:55:05.516 --> 00:55:08.320 is right here for you to suppress from this particular 1073 00:55:08.372 --> 00:55:11.176 profile and this particular role, okay, so we get very 1074 00:55:11.228 --> 00:55:14.395 granular with data security, we understand data security is a 1075 00:55:14.447 --> 00:55:17.407 very important thing in the industry. And we can suppress 1076 00:55:17.459 --> 00:55:20.834 data from certain roles. And you can have as many profiles and as 1077 00:55:20.886 --> 00:55:24.053 many roles as you wish within centric software. Okay, so if I 1078 00:55:24.105 --> 00:55:27.272 jump back into the Admin tab, that is roles, what we can also 1079 00:55:27.324 --> 00:55:30.596 build in software is teams. So it's just like data suppression, 1080 00:55:30.647 --> 00:55:33.867 where you create profiles, we're going to create a team, let's 1081 00:55:33.919 --> 00:55:37.034 say called the sales team. And then we're going to associate 1082 00:55:37.086 --> 00:55:40.305 the sales team with the sales role, if we wish to do so. Okay, 1083 00:55:40.357 --> 00:55:43.317 we can also build teams and associate them with companies 1084 00:55:43.369 --> 00:55:46.329 build teams and associate them with certain users. So for 1085 00:55:46.380 --> 00:55:49.652 example, if I jump back into the marketing tab here, and I want 1086 00:55:49.704 --> 00:55:52.767 to build an template, I can share this template, as you can 1087 00:55:52.819 --> 00:55:55.831 see here, with teams or with individual users, okay, so we 1088 00:55:55.883 --> 00:55:59.206 can build roles, two levels deep what you can and cannot do, and 1089 00:55:59.258 --> 00:56:02.477 then what you can and cannot see data suppression. And then we 1090 00:56:02.529 --> 00:56:05.800 can build teams in the software as well. Once you've built your 1091 00:56:05.852 --> 00:56:09.123 roles, and you built your teams, you can then add a user in the 1092 00:56:09.175 --> 00:56:12.290 software, I can click on Add user, I can give them username, 1093 00:56:12.342 --> 00:56:15.354 password, confirm password, associate them with a company. 1094 00:56:15.406 --> 00:56:18.573 And then once you click on save, the user will look just like 1095 00:56:18.625 --> 00:56:21.325 this. We can give them passwords, we can put in some 1096 00:56:21.377 --> 00:56:24.545 information on first name, last name, their email address, we 1097 00:56:24.596 --> 00:56:27.920 can hook up their SMTP settings with your server. And then we've 1098 00:56:27.972 --> 00:56:31.087 got shared data user down here at the bottom. If you want to 1099 00:56:31.139 --> 00:56:34.150 give them permission to see different types of data in the 1100 00:56:34.202 --> 00:56:37.006 software, no matter who it's assigned to, you have the 1101 00:56:37.058 --> 00:56:40.174 ability to do so. Okay, we can always suspend a user, we can 1102 00:56:40.226 --> 00:56:43.497 always log in as that user or we can always delete user as well 1103 00:56:43.549 --> 00:56:46.768 in the software. Okay, well, we also have built into the Admin 1104 00:56:46.820 --> 00:56:50.039 tab as companies. So what's very common in the industry is for 1105 00:56:50.091 --> 00:56:53.103 brokers to have outside brokers or funders to have outside 1106 00:56:53.155 --> 00:56:56.114 brokers, sending you files and the software. So we have a 1107 00:56:56.166 --> 00:56:59.489 broker portal built into Centric Software, we have a syndication 1108 00:56:59.541 --> 00:57:02.449 portal built into Centric Software, and we have a client 1109 00:57:02.501 --> 00:57:05.201 portal built into Centric Software. Okay, the client 1110 00:57:05.253 --> 00:57:08.057 portal has its own user interface outside the CRM, but 1111 00:57:08.109 --> 00:57:11.068 the broker portal and the syndicate portal is essentially 1112 00:57:11.120 --> 00:57:14.340 access to the software with very limited permissions to do and 1113 00:57:14.391 --> 00:57:17.195 see certain things. So if I want to add those types of 1114 00:57:17.247 --> 00:57:20.363 organizations into the software, I click on companies, I can 1115 00:57:20.415 --> 00:57:23.322 click on Add company, and it'll ask me to build out this 1116 00:57:23.374 --> 00:57:26.178 particular company. Once I've added the company in the 1117 00:57:26.230 --> 00:57:29.294 software, I can go ahead and drill into this company, I can 1118 00:57:29.346 --> 00:57:32.357 see all the data points all the users associated with this 1119 00:57:32.409 --> 00:57:35.265 company, we even have sub company and sub users, right. 1120 00:57:35.317 --> 00:57:38.380 But what we also have is a button here called payees. So if 1121 00:57:38.432 --> 00:57:41.703 you're going to add a company in the software, and that company 1122 00:57:41.755 --> 00:57:44.871 happens to be a syndication partner, and you want to pay out 1123 00:57:44.923 --> 00:57:47.779 that syndication partner directly through software, you 1124 00:57:47.831 --> 00:57:50.842 can come in here and create a payee for this company, this 1125 00:57:50.894 --> 00:57:54.217 syndication partner. So as debit start clearing the software, an 1126 00:57:54.269 --> 00:57:57.385 ACH credit will automatically automatically be initiated and 1127 00:57:57.436 --> 00:58:00.396 pay out that syndication partner. Okay, so a lot of great 1128 00:58:00.448 --> 00:58:03.408 features here. As far as companies, what's also common in 1129 00:58:03.460 --> 00:58:06.523 the industry is for an owner to own a funding company and a 1130 00:58:06.575 --> 00:58:09.742 brokerage firm, two different logos, two different teams, you 1131 00:58:09.794 --> 00:58:12.910 can run both teams under one centric software account, saves 1132 00:58:12.962 --> 00:58:16.077 you a lot of time saves you a lot of money. And you can come 1133 00:58:16.129 --> 00:58:19.920 in here and do that. Okay, very nice feature built into centric software. 1134 00:58:20.640 --> 00:58:23.878 We also have here is our system log, if you come into our system 1135 00:58:23.928 --> 00:58:26.863 log, it's anything ever done system wide. Okay, so this is 1136 00:58:26.914 --> 00:58:30.101 for your security, if you feel like maybe someone on your staff 1137 00:58:30.152 --> 00:58:33.086 is stealing from you, or logging in when they shouldn't be 1138 00:58:33.137 --> 00:58:36.122 logging in whatever it may be, you can come into the system 1139 00:58:36.173 --> 00:58:39.158 log, you can see exactly what's happening every single day. 1140 00:58:39.209 --> 00:58:42.346 Okay, you've got our integrated partners, if you go to centric 1141 00:58:42.396 --> 00:58:45.533 software.com, you're gonna see all sorts of different types of 1142 00:58:45.584 --> 00:58:48.822 integrated partners that we work with on some of the things that 1143 00:58:48.873 --> 00:58:51.757 we don't do. ACH processors, phone systems, credit report 1144 00:58:51.807 --> 00:58:54.843 companies, so on and so forth. Well, we also have built into 1145 00:58:54.894 --> 00:58:58.132 Centric Software is our settings tab, lots of different settings 1146 00:58:58.183 --> 00:59:01.219 built into Centric Software, you've got your customer portal 1147 00:59:01.269 --> 00:59:04.305 settings, so that you can tell the portal what you want your 1148 00:59:04.356 --> 00:59:07.290 clients to see and not see built into Centric Software, in 1149 00:59:07.341 --> 00:59:10.174 settings. We also have email triggers, you can build all 1150 00:59:10.225 --> 00:59:13.008 sorts of different types of email triggers built in the 1151 00:59:13.058 --> 00:59:15.993 software based on all types of system events. We have some 1152 00:59:16.044 --> 00:59:19.029 great consulting packages where we do a lot of this for you 1153 00:59:19.079 --> 00:59:22.318 based on best practices. We also have is in settings, is we have 1154 00:59:22.368 --> 00:59:25.202 state setup. For the business finance industry, we don't 1155 00:59:25.252 --> 00:59:28.086 really have a lot of state regulations, we have some but 1156 00:59:28.136 --> 00:59:31.071 for some of the other industries that we serve in consumer 1157 00:59:31.122 --> 00:59:34.259 finance, you've got some state regulation so you can build out 1158 00:59:34.309 --> 00:59:37.295 state settings, you've got call settings. If you've doing a 1159 00:59:37.345 --> 00:59:40.381 phone system integration, you can come in here and build out 1160 00:59:40.432 --> 00:59:43.316 some of those call settings. Also in the Settings tab, we 1161 00:59:43.366 --> 00:59:46.098 have note templates. This is where you build your note 1162 00:59:46.149 --> 00:59:49.084 templates. So when you take notes, you can drop down those 1163 00:59:49.134 --> 00:59:52.373 templates. You've got your click Sign setting, so the click Sign 1164 00:59:52.423 --> 00:59:55.358 setting. This is our proprietary esign platform built into 1165 00:59:55.408 --> 00:59:58.292 centric software. You can come in here and build out your 1166 00:59:58.343 --> 01:00:01.581 settings as far as the messages that are sent to the merchant or 1167 01:00:01.632 --> 01:00:04.769 the client when a document has been sent to them for esign and 1168 01:00:04.819 --> 01:00:08.058 then also on a dock It has been completed for esign as well. And 1169 01:00:08.108 --> 01:00:10.891 then who do you want to have access to these click sign 1170 01:00:10.942 --> 01:00:14.180 documents. Also in the Settings tab, under the admin, you've got 1171 01:00:14.231 --> 01:00:17.368 different types of settings for integrated partners. So if you 1172 01:00:17.418 --> 01:00:20.403 do have an integration with a phone system, you can come in 1173 01:00:20.454 --> 01:00:23.642 here and build out some of those settings. We've got full sales 1174 01:00:23.692 --> 01:00:26.475 scripts built into centric software. So you can come in 1175 01:00:26.526 --> 01:00:29.663 here and you can build different types of sales scripts, it'll 1176 01:00:29.713 --> 01:00:32.850 pop a modal in the contact, and you can build out scripts, you 1177 01:00:32.901 --> 01:00:35.785 can even type in data points into those scripts, which is 1178 01:00:35.836 --> 01:00:39.023 really quite nice. Also in the Settings tab, you've got SMS and 1179 01:00:39.074 --> 01:00:42.262 SMS triggers. Okay, so just like email triggers, we've got text 1180 01:00:42.312 --> 01:00:45.550 message triggers as well, which is quite nice. You can build out 1181 01:00:45.601 --> 01:00:48.738 all sorts of different types of text message triggers based on 1182 01:00:48.789 --> 01:00:52.027 all sorts of system events built into centric software. And then 1183 01:00:52.077 --> 01:00:55.265 last but not least, you've got the My Settings here at the top, 1184 01:00:55.316 --> 01:00:58.301 every single user will be able to jump into the My Settings 1185 01:00:58.351 --> 01:01:01.185 section, enabled text message notifications, build their 1186 01:01:01.236 --> 01:01:04.271 signature, put in their SMTP settings so that when they send 1187 01:01:04.322 --> 01:01:07.105 emails, it's coming off their email server from Centric 1188 01:01:07.155 --> 01:01:10.141 Software. So as you can see here, much, much much depth. We 1189 01:01:10.191 --> 01:01:13.429 go very wide we go very deep as far as running your business all 1190 01:01:13.480 --> 01:01:16.061 under one roof as a finance company here at centric 1191 01:01:16.111 --> 01:01:18.945 software. This has been a Centric Software full demo. We 1192 01:01:18.995 --> 01:01:20.969 look forward to chatting with you soon.