Client Portal

Give your clients the transparency you know they want with a white labeled client portal.

Client Portal

Client Portal

  • Full white label within portal and login pages and URL
  • Upload documents into CRM from client portal
  • Clients can see tasks assigned to them in client portal
  • Clients can see esign docs, payments, status, balances and more inside client portal

Client Portal Settings

  • Customize client portal welcome email and password reset email
  • Tell CRM what you want clients to see and not see in client portal
  • Custom data points that clients can view in client portal
  • Custom landing page design options when client logs in for the first time
blank

Grow Smarter

with lender matchmaking

Take the guessing game out of your lender submissions and let Centrex lead the way with lender filters and matchmaking.

blank

ClixSign Documents

Once a lender has said yes to your submission, send docs out for esign.

blank

Text & Email Marketing

Communicate with your clients letting them know their request for funds have been accepted.

blank

Client Portal

Give your clients the transparency they want with a full white labeled client portal.

blank

Mobile App

Let your clients know which lenders have accepted right in their pocket.

blank

Contact & Deal Management

Organize all your contacts and deals on those contacts for the best results.

blank

Advance/Loan Servicing

As a funder manage your transactions and accounting all under one roof with Centrex.

blank

Multi-Company Management

Manage multiple brands with multi-company management keeping everything safe and secure.