Empowering your business to build more intelligent and engaging relationships with your customers using fintech.
CRM | Portfolio Servicing | Mobile App | WordPress Plugin
Empowering your business to build more intelligent and engaging relationships with your customers using fintech.
CRM | Portfolio Servicing | Mobile App | WordPress Plugin
Here at Centrex we have created an ecosystem of fintech solutions that can be used to start, build, grow, and maintain your finance or fintech company. Our goal is to empower you to build strong tech foundations while creating more intelligent and engaging relationships with your customers using technology.
The Centrex products include: CRM, loan origination, loan and advance servicing software, syndication management, white labeled mobile app, money manager, underwriting, Esign, and website smart app builder. The Centrex services include: fintech software consulting, admin retainer services, and managed data cloud.
Build and integrate custom WordPress web forms into your CRM for advances, loans, ISO’s looking to submit deals, syndicates looking to invest, and more. The plugin also has an integration with Plaid for financial data, and Xactus for credit data, for automated decisioning right on your website.
Centrex Software has been there for me and my team for the last several years and I couldn’t be happier with my CRM
Jack Jeter
Merchant ReFi
The team at Centrex Software has really helped me dive deep into my business and create automation I didn’t even know could happen.
Ryan Cossio
Capitalize
The Centrex Software support team has always been available for my questions and has helped me several times making sure my CRM operates smoothly.
Rob Beebe
FundMerica