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(888) 622-5810 ❙ | Request Demo |
The CRM Built to Run Your Entire Finance Business
With the Centrex CRM, you can run your business your way — efficiently, securely, and all in one place
Pipeline Management Has Never Been Easier!Centrex CRM puts everything in one place so you can manage your team, clients, brokers, and syndicates. Grow your business using unmatched functionality and features that can do it all with Centrex CRM.
 Sales Manage your pipeline with list building, call tracking, loan/advance management, and much more! |
 Marketing Utilize autoresponders, email/SMS blasting, custom notifications, phone dialer integrations, and more! |
 Reporting Utilize Centrex standard reports for submissions, calls, funnels, statuses, and more, or build custom reports! |
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Pipeline Management With the Centrex CRM platform, track advances and loans, log calls, leave notes, schedule calendar events, send or receive docs, communicate/log emails and SMS text messages, assign tasks, and more all under one roof!
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 Loans Doc management, amortization schedules, track submissions, multiple offers, and commissions. |
 MCA Factor-rate calculator, submit to multiple funders, track advances, commissions, and syndicates. |
 Syndication Manage syndication all in one platform with syndicate portals, payment processing, and much more! |
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360° Client View Seamlessly manage your entire pipeline with full control and transparency. Manage all of your clients with customizable contact info and fields, communication history, document tracking, transaction & deal data, reporting, and more!
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Client Portals Give your clients a white-labeled web portal to upload documents, track transactions, and complete tasks. |
Broker/ISO Management Manage brokers and ISOs, all in one place with custom portals, reporting, notifications, and much more! |
Lender Matchmaking Add custom criteria for each of your lenders, and Centrex recommends which lenders to submit to. |
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White-Label Mobile App A white-label mobile app built for funders and brokers. Put your brand in the app store for clients to login and manage their loans/advances. We will tailor-fit our white-label mobile app to your company, replacing it with your logo, name, etc.
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Text and Email Marketing Build website applications that collect bank statements via Plaid and feed them into your Centrex platform. |
E-Sign Technology Create and send docs for e-sign that return directly into your CRM. Up to 9 signers, doc splitting, and packaging. |
Payment Processing Give your clients a white-labeled web portal to upload documents, track transactions, and complete tasks. |
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Integrations Experience the power of the Centrex Ecosystem with our native integrations. At Centrex, we partner with a variety of vendors to bring you features such as linking client bank accounts, automatic ACH payments, phone dialer systems, custom reporting, web form builder, and much more!
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(888) 622 - 5810 ext. 1
sales@centrexsoftware.com
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