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 servicing software, advance servicing software, white labeled mobile app, money manager, underwriting, Esign, and website smart app builder. The Centrex services include: CRM consulting, CRM 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.