Centrex offers an end-to-end loan origination software platform that can be built the way you run your business.
Web & Lead Integration
Easily integrate your lead and web applications directly into the Centrex LOS with triggers and team notifications.
Customize your stages and statuses and their colors to build a workflow that follows your businesses lifecycle.
Manage all lenders and create custom profiles for each lender. Submit to multiple lenders based on filters.
Give your clients a secure portal to log into to see loan status, upload documents, see tasks, and much more.
- Web and lead source integration
- Automatic round robin
- Customized workflow
- Custom field management
- Email and SMS notifications
- Alerts and notifications
- Budget analysis fields
- Notes and call tracking
- ClixSign secure locker box e-sign
- Entertains up to 7 signers
- Auto populate data on e-sign docs
- Merge fields can perform math
- Attaches back into LOS once e-signed
- E-sign reminders and notifications
- Multiple signers in multiple locations
- Document packaging
- Drag and drop documents
- HTML creator and PDF uploader
- Document packaging
- Send docs via email as attachments
- View and download documents
- Encrypted at rest
- Client can see docs in client portal
- Barcode data verification technology
- Trigger groups
- Custom trigger names
- Several trigger events
- Conditions based on all/or
- Custom trigger content
- Email and SMS triggers
- Workflow automation via triggers
- Drip SMS and email triggers
- Out of the box system reports
- Loan submission reporting
- Email and SMS reports
- Custom report builder
- Transaction and accounting reports
- Investor reporting
- Client engagement reports
- Managed data cloud custom reports
- Website application builder
- Financial data with Plaid
- Credit data with Xactus
- SMS texting with Twilio
- ACH and CC processing
- Blue Rock and YTel for phones
- Maps with Google
- Supervest syndicate network
Loan Origination Software Consulting
Centrex consultants have a deep understanding of what you are trying to accomplish with an LOS. You can focus on your business and we can focus on your loan origination software.
Hiring a dedicated loan origination 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.
Corporate financial loan products like commercial mortgages, equipment financing, SBA Loans, working capital loans and more.
Consumer financial loan products like car loans, home loans, personal loans, relocation loans, take out loans, and more.
Merchant cash advance which is an alternative business finance product where the lender purchases the borrowers future receivables.
Fintech products like personal financial management, mobile banking, moving money, payment processing, and much more.
Why Choose Centrex LOS
Here at Centrex being a fintech dedicated software company, we fully understand what you are trying accomplish with a good loan origination software system. We understand how important it is to have a platform that can mold to your business and to be an asset for your team and not something that creates extra costs and headaches.
The Centrex loan origination software platform is a one stop shop for your loan business and its team. Come experience the power of having everything in one place.
The Centrex loan origination software platform has everything I need to run by business all under one roof. We originate corporate loans and advances and the system hands all of it. Great platform!!!Rob DentonCorporate Capital Direct
We primarily do corporate real estate along with business advances and we love Centrex as it allows to manage a very large majority of our business in one place. Their website form builder is one of our favorites!!Mark GallahgerGallagher Real Estate
Being in transportation we have customers that are on the road all the time. We needed an LOS that allowed for the borrower to login and see their docs and transactions and loan status. We love Centrex.Katie BakerMC2 Finance