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Centrex Software has proven to be a valuable asset for users in the production of commercial content for corporate entities. By automating …
Overview
What is CentrexSoftware?
CentrexSoftware CRM is a dedicated finance CRM platform offered by Centrex Software, Inc. The vendor claims that this platform is designed to assist brokers, direct funders, and lenders in managing their entire business operations in one central platform. According to the vendor, CentrexSoftware CRM...
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- Tech Details
What is CentrexSoftware?
CentrexSoftware CRM is a dedicated finance CRM platform offered by Centrex Software, Inc. The vendor claims that this platform is designed to assist brokers, direct funders, and lenders in managing their entire business operations in one central platform. According to the vendor, CentrexSoftware CRM aims to boost team productivity, increase efficiency, provide transparency, and generate more revenue. This software is suitable for businesses of all sizes, from small enterprises to large corporations. It caters to various professionals in the finance industry, including brokers, direct funders, lenders, merchant cash advance (MCA) companies, and finance professionals.
Key Features
CRM Software: According to the vendor, CentrexSoftware CRM offers a finance dedicated CRM platform and tools that are specifically designed for brokers, direct lenders, and investors. It provides customizable fields, forms, and dynamic list building for shared contacts among team members.
Loan Origination Software: CentrexSoftware CRM allows users to manage loan applications from their website or affiliates. The vendor claims that it offers complete underwriting technology, third-party integrations for borrower financials and credit reports, and the ability to pre-populate large contracts and submit them to multiple lenders.
Loan Servicing Software: The vendor states that CentrexSoftware CRM provides loan servicing capabilities with a rule-based amortization calculator and integrated payment processing for client debits and investor credits. It also offers extensive reporting and tracking features to manage the entire loan portfolio. The software includes full loan servicing capabilities, such as payment processing and a customer portal.
Mobile App Software: CentrexSoftware CRM offers a white-labeled mobile app that clients can download from Google and iOS app stores. According to the vendor, the app integrates with Plaid for financial health monitoring and bank account linking. It provides features such as document and task management, notifications, and seamless data synchronization with the CRM and LOS.
Website Form Builder: The vendor claims that CentrexSoftware CRM allows users to build custom web forms with conditional logic and different elements. These forms can be easily integrated into Centrex Software platforms for seamless data transfer. Users can capture client information, pre-qualify leads, and embed forms on their website or affiliate sites.
Integrations: CentrexSoftware CRM offers native integrations with several different vendor partners. According to the vendor, these integrations bring all aspects of the fintech experience under one roof, streamline workflows, eliminate manual data entry, and enhance the overall user experience with integrated solutions.
ClixSign® Documents: CentrexSoftware CRM includes the proprietary e-sign platform called ClixSign® Documents. According to the vendor, this feature enables users to quickly convert new leads by pre-populating documents with contact data for easy signing. The software also provides a digital certificate on each document for added security, streamlining document signing processes and reducing paperwork.
Text & Email Marketing: CentrexSoftware CRM allows users to communicate with clients, brokers, syndicates, and vendors via SMS and email. Users can send one-off emails, autoresponder emails, and email triggers and notifications. The vendor claims that the software enables users to track email opens, clicks, and overall campaign performance, as well as personalize and automate marketing campaigns for targeted messaging.
Client Portal: According to the vendor, CentrexSoftware CRM provides a client portal that gives clients a login to upload documents, view messages, and monitor balances. This portal offers transparency and self-service options and can be white-labeled with customizable branding, enhancing client satisfaction and improving communication.
Contact & Deal Management: CentrexSoftware CRM allows users to manage contacts and opportunities with ease and efficiency. According to the vendor, users can track calls, sales, and notes in one central platform and schedule events and set reminders for follow-ups. The software aims to optimize deal management with powerful tools and automation.
CentrexSoftware Features
- Supported: Text and Email marketing
- Supported: ClixSign Documents
- Supported: Client Portal
- Supported: Contact and Deal Management
- Supported: Affiliate Management
CentrexSoftware Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Centrex Software has proven to be a valuable asset for users in the production of commercial content for corporate entities. By automating and streamlining CRM processes, the software significantly boosts work productivity. Users have reported success in tracking deal progress and managing financing for large production packages, all within a singular platform.
For businesses with multiple agents in different locations, Centrex Software has greatly improved team productivity and sales numbers. The software's ability to easily identify real-time pipeline status, manage marketing efforts, and automate financial transactions has been particularly beneficial. The calendar system and notifications feature have also received high praise for keeping everyone on track and ensuring efficient collaboration.
In addition, Centrex Software's robust Enrollments feature has proven instrumental in facilitating monthly payments from partner channels, contributing to successful growth in the enrollment channel. Users have expressed their appreciation for the helpfulness and support provided by the Centrex team throughout the setup and optimization of the software for their specific needs.
Overall, Centrex Software is praised for its ability to streamline processes, enhance collaboration, and improve overall business productivity.
Cloud-based CRM capabilities: Many users appreciate the functionality of CentrexSoftware, specifically highlighting its cloud-based CRM capabilities. They find it highly functional and customizable, praising its transparency and ability to provide all the necessary tools for their business needs.
Accurate accounting processes and automation of ACH transactions: Users love that CentrexSoftware excels in accurate accounting processes and automates ACH transactions. Some reviewers have mentioned that they couldn't find similar functionality elsewhere, making CentrexSoftware stand out among other software options.
Responsive and helpful customer service: The customer service provided by CentrexSoftware is praised by many users. They describe the support team as top-notch, emphasizing their responsiveness and helpfulness even after signing up and working with them.
System Slowdowns: Some users have experienced system slowdowns caused by frequent updates. This has been a source of frustration for them, although they have been assured that the Centrex software team is actively working to address this issue.
Limited Integrations: Several users have mentioned that Centrex Software has limited integrations with other platforms. Although some understand that this may be due to the vendor auditing process, it has still posed challenges for them in terms of workflow efficiency and connectivity.
Less Effective Signing Platform: A number of users have expressed dissatisfaction with the built-in signing platform, Clixsign, as they find it less effective compared to other popular platforms like DocuSign. Unfortunately, DocuSign is not integrated with Centrex software, which further adds to their inconvenience.