Centrex Software vs. Collect Comparison


Centrex Software	Collect	+	+
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About 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.		About Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Any business that is need of finance technology to build and/or maintain their finance business and/or products.		Audience Companies of all sizes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported		API Offers API Not Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want. Free Version Not Supported Free Trial Not Supported		Pricing $39 /month Starter: $39 /month Pro: $79 /month Business: $199 /month Free Version Not Supported Free Trial Supported
Reviews/Ratings Read all reviews		Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Centrex Software Founded: 2015 United States www.centrexsoftware.com		Company Information Collect Founded: 2019 France www.usecollect.com
Alternatives The Mortgage Office		Alternatives FileInvite
ABLE Platform		Cirrus Secure
Mortgage Automator		Floify
Nexys		Content Snare
LOAN SERVICING SOFT View All		ARIVE View All
Categories Financial CRM Supported Loan Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported		Categories Admissions and Enrollment Supported AML Supported Applicant Tracking Supported Audit Supported Document Collection Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Mortgage and Loans Supported Onboarding Supported Workflow Management Supported
Loan Origination Features Amortization Schedule Supported Audit Trail Supported Closing Documents Supported Compliance Management Not Supported Customer Database Supported Digital Signature Supported Document Management Supported Fee Management Supported Loan Processing Supported Online Application Supported Mortgage and Loans Features 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 Show More Features Financial CRM Features Account Alerts Supported Asset Management Not Supported Expense Tracking Supported Household Tracking Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Loan Servicing Features 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		Loan Origination Features Amortization Schedule Not Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Not Supported Document Management Supported Fee Management Not Supported Loan Processing Not Supported Online Application Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Supported Government Loans Not Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported Show More Features AML Features Behavioral Analytics Not Supported Case Management Supported Compliance Reporting Supported Identity Verification Supported Investigation Management Not Supported PEP Screening Not Supported Risk Assessment Not Supported SARs Not Supported Transaction Monitoring Supported Watch List Not Supported Admissions and Enrollment Features Application Management Supported Assessment Management Supported Candidate Management Not Supported Colleges / Universities Supported Evaluation Management Not Supported Fee Management Not Supported Financial Aid Management Not Supported Forms Management Supported K-12 Not Supported Recruiting Management Supported Scoring Not Supported Self Service Portal Supported Applicant Tracking Features Assessments Not Supported Background Screening Supported Candidate Management Not Supported Collaboration Tools Supported Internal HR Not Supported Interview Management Not Supported Interview Scheduling Not Supported Job Board Posting Not Supported Job Requisition Not Supported Onboarding Supported Recruiting Firms Not Supported Reference Checking Supported Resume Parsing Not Supported Resume Search Not Supported Self Service Portal Supported Workflow Management Supported Audit Features Alerts / Notifications Not Supported Audit Planning Not Supported Compliance Management Supported Dashboard Supported Exceptions Management Supported Forms Management Not Supported Issue Management Supported Mobile Access Not Supported Multi-Year Planning Not Supported Risk Assessment Supported Workflow Management Not Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Supported Document Retention Not Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Not Supported Forms Management Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Not Supported Version Control Supported File Sharing Features Audit Trail Supported Chat / Messaging Supported Collaboration Supported Document Management Supported Drag & Drop Supported Electronic Signature Not Supported Encryption Supported File Synchronization Not Supported Search Not Supported User Management Supported Version Control Not Supported Workflow Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Not Supported Document Assembly Not Supported Document Indexing Not Supported Document Tagging Not Supported Full Text Search Not Supported Version Control Supported Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Not Supported Employee Handbook Not Supported Employee Portal Supported File Management Supported Job Description Management Not Supported Orientation Management Not Supported Self Service Portal Supported Task Management Not Supported Tax Forms Not Supported Training Management Not Supported Workflow Management Features Access Controls/Permissions Not Supported Approval Process Control Supported Business Process Automation Not Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Not Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Actum Processing Supported Decision Logic Supported Gmail Supported Microsoft 365 Supported Plaid Supported SendGrid Supported Slack Not Supported Snowflake Supported Spinify Supported Spinwheel Supported Stackreaction Not Supported TransUnion Collections Management Supported Twilio Supported Ytel Supported Zapier Not Supported Show More Integrations View All 12 Integrations		Integrations Actum Processing Not Supported Decision Logic Not Supported Gmail Not Supported Microsoft 365 Not Supported Plaid Not Supported SendGrid Not Supported Slack Supported Snowflake Not Supported Spinify Not Supported Spinwheel Not Supported Stackreaction Supported TransUnion Collections Management Not Supported Twilio Not Supported Ytel Not Supported Zapier Supported Show More Integrations View All 3 Integrations
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