Centrex Software vs. Note Dashboard Comparison


Centrex Software	Note Dashboard	+	+
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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 Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.
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 Loan officer recruiters and companies looking for a solution to search, filter and sort mortgage data
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 $34 per 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 Supported Live Online Supported In Person Not Supported
Company Information Centrex Software Founded: 2015 United States www.centrexsoftware.com		Company Information Note Dashboard Founded: 2013 United States notedashboard.com
Alternatives The Mortgage Office		Alternatives LoanShark Data Designs
ABLE Platform		ABLE Platform
Mortgage Automator		LoanAssistant Integrated Accounting Solutions
Nexys		Mortgage Automator
LOAN SERVICING SOFT View All		The Mortgage Office View All
Categories Financial CRM Supported Loan Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported		Categories Loan Management Supported Loan Servicing Supported Mortgage and Loans 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 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 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		Loan Servicing Features Accounting Management Supported Amortization Schedule Supported Application Management Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Not Supported Construction Loans Supported Customer Database Supported Fee Management Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Not Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Supported
Integrations Actum Processing Supported Decision Logic Supported Gmail Supported Microsoft 365 Supported Plaid Supported SendGrid Supported Snowflake Supported Spinify Supported Spinwheel Supported TransUnion Collections Management Supported Twilio Supported Ytel 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 Snowflake Not Supported Spinify Not Supported Spinwheel Not Supported TransUnion Collections Management Not Supported Twilio Not Supported Ytel Not Supported Show More Integrations
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