Centrex Software vs. OpenClose Comparison


Centrex Software	OpenClose	+	+
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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 Whether you close 50 loans per month or 5,000, our LOS and its native mobile app allow your Loan Officers to enhance efficiencies and reduce costs. With OpenClose, you’ll open smarter and close faster! The OpenClose LOS, LenderAssist™, solves the challenges banks, credit unions and mortgage lenders have with today’s other commercially available loan origination systems. The result? More and more banks, credit unions and mortgage lenders are turning to OpenClose than ever before. OpenClose understands that you operate your mortgage business in a profit-pinched, regulatory-intense environment and that you need a mortgage LOS that helps you address these challenges and surpass expected ROI. That’s why we designed our software as a 100% browser-based, end-to-end, omnichannel solution that:
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 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 Lenders in need of a Loan Origination solution
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 No information available. Free Version Not Supported Free Trial Not 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 Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Centrex Software Founded: 2015 United States www.centrexsoftware.com		Company Information OpenClose Founded: 1999 United States www.openclose.com
Alternatives The Mortgage Office		Alternatives Mortgage Cadence
ABLE Platform		MeridianLink Mortgage MeridianLink
Mortgage Automator		Mortgage+Care Consulting Plus
Nexys		LendingPad
LOAN SERVICING SOFT View All		LenderClose View All
Categories Financial CRM Supported Loan Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported		Categories Loan Origination Supported Loan Servicing Supported Mortgage and Loans 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 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 Not Supported Closing Documents Not Supported Compliance Management Not Supported Customer Database Not Supported Digital Signature Not Supported Document Management Not Supported Fee Management Not Supported Loan Processing Not Supported Online Application Not Supported Loan Servicing Features Accounting Management Not Supported Amortization Schedule Supported Application Management Not Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Not Supported Collections Management Not Supported Compliance Management Not Supported Construction Loans Supported Customer Database Not Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Supported Customer Statements Not Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Supported Refinance Management Not Supported Residential Mortgages Supported
Integrations Plaid Supported Actum Processing Supported Charge-off Loan Tracker Not Supported CompenSafe Not Supported Decision Logic Supported DocVu.AI Not Supported Gmail Supported Kinective Bridge Not Supported Microsoft 365 Supported SendGrid Supported Snowflake Supported Spinify Supported Spinwheel Supported Surefire CRM Not Supported TransUnion Collections Management Supported Twilio Supported Ytel Supported Show More Integrations View All 12 Integrations		Integrations Plaid Supported Actum Processing Not Supported Charge-off Loan Tracker Supported CompenSafe Supported Decision Logic Not Supported DocVu.AI Supported Gmail Not Supported Kinective Bridge Supported Microsoft 365 Not Supported SendGrid Not Supported Snowflake Not Supported Spinify Not Supported Spinwheel Not Supported Surefire CRM Supported TransUnion Collections Management Not Supported Twilio Not Supported Ytel Not Supported Show More Integrations View All 6 Integrations
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