Contact & Deal Management

Manage your contacts and your opportunities with ease and efficiency.

Contact Management

Contact Management

  • Custom workflow with stages and statuses
  • Custom list building with filters and sharing options
  • Quick actions on list view: Email, Docs, Edit, Notes, Calls
  • Quick filters to find certain contacts in database fast
  • Auto email and SMS notifications and triggers for system events

Deal Management

  • Custom deal statuses that match contact statuses
  • Pipeline creation that can be adjusted at any time
  • Deal permission management for reps and underwriters
  • Multiple deal management per contact
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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.

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ClixSign Documents

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

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Text & Email Marketing

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

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Client Portal

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

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Mobile App

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

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Contact & Deal Management

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

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Advance/Loan Servicing

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

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Multi-Company Management

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