Centrex is an end-to-end CRM platform engineered for funders, lenders, brokers, syndicates, and banks. Manage your entire pipeline — from first contact to final payment— under one roof.
Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.
Build amortization schedules, document management, multiple offers, mobile app, track commissions and fees.
Track advances, submit deals to multiple funders, factor rate calculator, track commissions, monitor renewals, syndicates.
Track customers, email and SMS, calendar, esign, doc mgmt, task mgmt, client portal, payment processing.
Residential mortgage CRM for LO’s, brokers, and lenders. Docs, emails, lenders, underwriting, and pricing.
CRM SOFTWARE
Financial products are not simple and can be difficult to track. Centrex Software was designed to be a full and organized place for you and your team to manage.
PLATFORM FEATURES
The features within the Centrex platform allow for you and your team to build an “experience” — not just a workflow.
Quickly convert new leads with the Centrex proprietary finance dedicated esign platform and technology.
Add criteria for each one of your lenders and let Centrex recommend which lenders to submit to.
Communicate with your clients, brokers, syndicates, and vendors at all levels. Track opens and more.
Native integration with ACH processors. Auto or manual transactions, late payment logic, payoff calculator, and more.
Store, organize, and manage all documents with folders, electronic signatures, templates, and document requests.
Build KPIs, dashboards, and custom reports with the Centrex Managed Data Cloud reporting suite.
Put your brand in your customers’ pocket with a full integration into your CRM. Plaid enabled.
Build custom web forms with conditional logic and different elements like docs, Plaid, and credit pulls.
Provide digital wallets for your fintech company and/or investors and syndicates.
Finance teams are bleeding money across disconnected tools. Here’s what the data says – and what consolidation can unlock.
THE CENTREX ECOSYSTEM
Centrex offers a full menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers.
Finance dedicated CRM platform and tools for your entire staff and for all departments.
Service your MCA portfolio with payment processors and automatically pay out syndicates.
Manage all syndicate companies with payees on file along with ACH credits and syndicate portals.
Manage the liquidity of your entire fund and transfer funds between VBA’s.
Manage all documents with document folders and electronic signature
Communicate with borrowers, brokers, and investors via email and SMS
Stop piecing together disconnected systems. Get everything you need in one powerful platform.
Your clients can easily and quickly link all their bank and credit card accounts pulling in transactional data for complete underwriting models.
Your clients can upload necessary documents and also view e-sign documents that have been uploaded into your CRM Software.
Create tasks in your CRM and have them pushed into the mobile app along with sending a push notification. Your customers can then view and complete those tasks.
Customers can see all of their advances and/or loans with your business and view transactions and balances. Customers can also request payoff or request more money.
Centrex offers both a desktop client portal or a white label mobile app client portal option. Mobile app client portal has more flexibility and has a much higher adoption rate.
Centrex consultants know and understand what you and your business are trying to accomplish to be successful in the finance industry. You focus on your business and we can focus on your technology.
Hiring a dedicated software admin employee can be expensive while at the same time requiring them to learn a large new software platform. Centrex offers a monthly retainer program where we serve as your dedicated admin staff member.
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
3090 Pullman St
Costa Mesa, CA 92626
Sales@CentrexSoftware.com
Phone: (888) 622 5810
Fax: (657) 900 2440
