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

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.

ClixSign Documents

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

Text & Email Marketing

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

Client Portal

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

Mobile App

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

Contact & Deal Management

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

Advance/Loan Servicing

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

Multi-Company Management

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