PayPlanBusiness Warrior
|
||||||
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
To succeed, you need beautifully crafted user experiences that are 100% conversion-focused. PayPlan loan origination includes everything you need to convert applicants into customers. Easily configure PayPlan to match your company's unique workflow requirements. Beautiful, intuitive loan applications that are built to delight and convert users into customers. Track every interaction your customers take through their entire customer journey, From form fields to data groupings, we design applications for optimal simplicity, convenience and user experience. Convert more customers by importing your business data directly into loan applications and prevent customers from re-entering data you already have.
|
|||||
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
Businesses interested in a Loan Origination solution built for conversion
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
PricingCentrex 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/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
|
Company InformationBusiness Warrior
Founded: 2014
United States
www.businesswarrior.com/automated-lending-platform
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
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
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
|
||||||
Integrations
Actum Processing
Supported
Decision Logic
Supported
Gmail
Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Microsoft 365
Supported
Plaid
Supported
Salesforce
Not Supported
SendGrid
Supported
Snowflake
Supported
|
Integrations
Actum Processing
Not Supported
Decision Logic
Not Supported
Gmail
Not Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Microsoft 365
Not Supported
Plaid
Not Supported
Salesforce
Supported
SendGrid
Not Supported
Snowflake
Not Supported
|
|||||
|
|
