Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

About Centrex Software

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.

Pricing

Pricing Details:
Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
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Integrations

API:
Yes, Centrex Software offers API access
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Ratings/Reviews

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Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Centrex Software Frequently Asked Questions

Q: What kinds of users and organization types does Centrex Software work with?
Q: What languages does Centrex Software support in their product?
Q: What kind of support options does Centrex Software offer?
Q: What other applications or services does Centrex Software integrate with?
Q: Does Centrex Software have an API?
Q: Does Centrex Software have a mobile app?
Q: What type of training does Centrex Software provide?
Q: What pricing for support is available for Centrex Software?
Q: What pricing for training is available for Centrex Software?

Centrex Software Product Features

Financial CRM

Account Alerts
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Asset Management
Influence Tracking
Territory Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Compliance Management

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Automatic Funds Distribution

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Centrex Software Additional Categories

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