Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

About Centrex Software

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

Articles

White-Labeled Fintech Software: Centrex Software | SourceForge Podcast, episode #100

Pricing

Pricing Details:
Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
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Integrations

API:
Yes, Centrex Software offers API access
See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Articles

White-Labeled Fintech Software: Centrex Software | SourceForge Podcast, episode #100

Videos and Screen Captures

Play Video Centrex Software Screenshot 1

Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Centrex Software Frequently Asked Questions

Q: What kinds of users and organization types does Centrex Software work with?
Centrex Software works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Centrex Software support in their product?
Centrex Software supports these languages: English.
Q: What kind of support options does Centrex Software offer?
Centrex Software offers support via phone support and online.
Q: What other applications or services does Centrex Software integrate with?
Centrex Software integrates with: Actum Processing, TransUnion Collections Management, Decision Logic, Gmail, Microsoft 365, Plaid, SendGrid, Snowflake, Spinify, Spinwheel, Twilio, and Ytel.
Q: Does Centrex Software have an API?
Yes, Centrex Software has an API.
Q: Does Centrex Software have a mobile app?
Yes, Centrex Software has a mobile app for Android, iPhone, and iPad.
Q: What type of training does Centrex Software provide?
Centrex Software provides training in the form of documentation, live online, webinars, in person, and videos.
Q: What pricing for support is available for Centrex Software?
Centrex Software offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for Centrex Software?
Centrex Software offers training included with purchase and additional fee / premium available.

Centrex Software Product Features

Financial CRM

Account Alerts Supported
Expense Tracking Supported
Household Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Asset Management Not Supported
Influence Tracking Not Supported
Territory Management Not Supported

Loan Origination

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Supported
Loan Processing Supported
Online Application Supported
Compliance Management Not Supported

Loan Servicing

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Centrex Software Additional Categories

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