Third EyeThird Eye Solutions
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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.
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About
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled!
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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
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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
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Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
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Audience
Companies searching for a solution to manage and improve their financial operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
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Company InformationThird Eye Solutions
Founded: 2001
Canada
www.thirdeyesolutions.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
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Loan Origination Features
Amortization Schedule
Not Supported
Audit Trail
Supported
Closing Documents
Not Supported
Compliance Management
Supported
Customer Database
Supported
Digital Signature
Not Supported
Document Management
Not Supported
Fee Management
Not Supported
Loan Processing
Supported
Online Application
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
Not Supported
Loan Processing
Supported
Student Loans
Supported
Commercial Loan Features
Asset Management
Supported
Audit Trail
Supported
Complex Debt Structures
Supported
Dashboard
Supported
Document Management
Supported
Exposure Management
Not Supported
Lead Management
Not Supported
Pipeline Management
Not Supported
Risk Management
Supported
Trend Analysis
Supported
Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Not Supported
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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
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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
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