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Dedicated Finance CRM for Brokers and Direct Funders and Lenders
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
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- Products
- ProductsCentrex offers a menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers
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- CRM SoftwareFinance dedicated CRM platform and tools for your entire staff and for all departments
- MCA Servicing SoftwareService your MCA portfolio with payment processors and automatically pay out syndicates
- Syndication SoftwareManage all syndicate companies with payees on file along with ACH credits and syndicate portals
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- Loan Origination SoftwareManage all loan applications from your website or affiliates with modern day fintech tools
- Loan Servicing SoftwareService your loans with a rule based amortization calculator via payment processors and more
- Mobile App SoftwarePut your brand in your customers pocket with a full integration into your CRM or LOS. Plaid enabled
- Website Form BuilderBuild custom web forms with conditional logic and different elements like docs, Plaid, and credit
- Features
- FeaturesThe features within the Centrex software platforms allow for you and your team to build an “experience” and not just a product or service
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- IntegrationsCentrex has native integrations with several different vendor partners to bring the experience under one roof
- ClixSign® DocumentsQuickly Convert New Leads with the Centrex Proprietary Finance Dedicated Esign Platform and Technology
- Lender MatchmakingAdd criteria for each one of your lenders and let Centrex recommend which lenders to submit to
- Text & Email MarketingCommunicate with your clients, brokers, syndicates, and vendors on all levels
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- Client PortalGive your clients the transparency you know they want with a white labeled client portal
- Contact & Deal ManagementManage your contacts and your opportunities with ease and efficiency
- Broker/ISO ManagementManage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof
- Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
- Services
- Developers
- Company
- Request a Demo
3090 Pullman St
Costa Mesa, CA 92626
Sales@CentrexSoftware.com
Phone: (888) 622 5810
Fax: (657) 900 2440