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Loan Origination Software Platform

A loan origination software platform that performs both for you and your team members

Centrex offers an end-to-end loan origination software platform that can be built the way you run your business.

Loan Origination Software Platform

Web & Lead Integration

Easily integrate your lead and web applications directly into the Centrex LOS with triggers and team notifications. 

Customized Workflow

Customize your stages and statuses and their colors to build a workflow that follows your businesses lifecycle.

Lender Matchmaking

Manage all lenders and create custom profiles for each lender.  Submit to multiple lenders based on filters.

Client Portal

Give your clients a secure portal to log into to see loan status, upload documents, see tasks, and much more.

Loan Origination

  • 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

E-Signature

  • 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

Loan Documents

  • 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

Triggers

  • 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

Reporting

  • 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

Integrations

  • 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 White Label Mobile App

Put your companies brand in the app stores

Financial Data

Borrowers can easily and quickly link all their bank and credit card accounts pulling in all transactional data for a complete underwriting package.

Document Management

Borrowers can easily upload necessary documents that sync with LOS, and also view e-sign documents from LOS.

Loan Origination White Label Mobile App

Task Manager

Create tasks in your LOS and have them pushed into the mobile app along with sending a push notification. Your borrowers can then view and complete those tasks.

Loan Management

Customers can see all of their loans with your business and view the status of those loans.  Can also ask for additional funds and request payoff.  

Loan Origination Software Consulting

LOS 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.

Admin Retainer

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.

Dedicated financial
lending products

Business Loans

Corporate financial loan products like commercial mortgages, equipment financing, SBA Loans, working capital loans and more.

Consumer Loans

Consumer financial loan products like car loans, home loans, personal loans, relocation loans, take out loans, and more.

Business Advances

Merchant cash advance which is an alternative business finance product where the lender purchases the borrowers future receivables.

Fintech Products

Fintech products like personal financial management, mobile banking, moving money, payment processing, and much more.

Grow Faster

with the Centrex LOS

The Centrex loan origination software platform is easy to implement and will streamline your processes, create more conversion rates, and help your team be more successful.

ClixSign Documents
Send any document for electronic signature with pre-populated contact level data.
Text & Email Marketing
Communicate with clients, send campaigns, track open rates, send drips, and more.
Client Portal
Give your clients a login to upload documents, view messages, monitor balances, and more.
Calendar
Create and manage your calendar, view team members calendars, availability scheduling.
Contract & Deal Management
Optimize and automate effortlessly with powerful contact and deal management tools.
Loan Servicing
Manage and service your entire portfolio through Centrex with integrated processing, and more.
Broker/ISO Management
Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.

Loan Servicing

If you are a direct lender and offer traditional business loan or consumer loan products and are in need of servicing your portfolio, Centrex has all that you need under one roof. Along with a loan origination software, Centrex has full a amortization calculator, the ability to create multiple offers, integrations with ACH payment processors, and transactions reports and monitoring, Centrex has what you need to be successful.

Advance Servicing

Are you a merchant cash advance direct funder and require a platform to service your portfolio? Do you have syndicates that need to be tracked and paid out? If so, Centrex offers an end-to-end MCA servicing platform with syndication tracking and payment technology all under one roof. With an MCA calculator, override calculator for slow-pay, syndicate portal and settings, Centrex is where you want to be.

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