Last Monday, May 8th, the bustling metropolis of New York City played host to the highly anticipated Broker Fair Conference at the Hilton Midtown. This gathering of key players and…
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Business Loans
Dedicated Finance CRM for Brokers and Direct Funders and Lenders
Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.
3090 Pullman St, Suite F
Costa Mesa, CA 92626
(888) 622-5810
Sales@CentrexSoftware.com
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- Products
- ProductsCentrex offers a menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers
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- CRM SoftwareFinance dedicated CRM platform and tools for your entire staff and for all departments
- MCA Servicing SoftwareService your MCA portfolio with payment processors and automatically pay out syndicates
- Syndication SoftwareManage all syndicate companies with payees on file along with ACH credits and syndicate portals
- Column 2
- Loan Origination SoftwareManage all loan applications from your website or affiliates with modern day fintech tools
- Loan Servicing SoftwareService your loans with a rule based amortization calculator via payment processors and more
- Mobile App SoftwarePut your brand in your customers pocket with a full integration into your CRM or LOS. Plaid enabled
- Website Form BuilderBuild custom web forms with conditional logic and different elements like docs, Plaid, and credit
- Features
- FeaturesThe features within the Centrex software platforms allow for you and your team to build an “experience” and not just a product or service
- Column 1
- IntegrationsCentrex has native integrations with several different vendor partners to bring the experience under one roof
- ClixSign® DocumentsQuickly Convert New Leads with the Centrex Proprietary Finance Dedicated Esign Platform and Technology
- Lender MatchmakingAdd criteria for each one of your lenders and let Centrex recommend which lenders to submit to
- Text & Email MarketingCommunicate with your clients, brokers, syndicates, and vendors on all levels
- Column 2
- Client PortalGive your clients the transparency you know they want with a white labeled client portal
- Contact & Deal ManagementManage your contacts and your opportunities with ease and efficiency
- Broker/ISO ManagementManage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof
- Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
- Services
- Developers
- Company
- Request a Demo
3090 Pullman St
Costa Mesa, CA 92626
Sales@CentrexSoftware.com
Phone: (888) 622 5810
Fax: (657) 900 2440
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