FinTech Solutions

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

CRM | Portfolio Servicing | Mobile App | WordPress Plugin

A Complete FinTech Suite

A fully Integrated suite of fintech solutions

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.

CRM for brokers, lenders, and fintechs

A CRM designed and architected for a finance and/or fintech company.

Finance products are not simple and can be difficult to track.  Centrex CRM takes everything you need and puts it one organized place for you and your team to manage.  

White label mobile app for your customers

There is nothing better than having your brand in your customers pocket.  Create more engaging and intelligent relationships with your customers by putting your business in the iOS and Android app stores.  Money management, docs, tasks, loans, advances, transactions, and more.

Service your Loan and/or Advance Portfolio

Bring the power of Centrex to your bank, credit union, fund, or business.

With multiple payment integrations, a full syndication system, a fund management platform, and an easy way to manage your ISO network, Centrex has it all under one roof.

Wordpress plugin for building website forms

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.

What our client's are saying?

Our Valued Customers

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

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