Name: CentrexSoftware
Author: Centrex Software

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

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### Loan Servicing Automation
Users consistently praise CentrexSoftware's automation capabilities and its role in streamlining financial processes. The reviews highlight the software's ability to automate debits/credits, manage pipelines efficiently, and provide customizable reporting features. Customers appreciate the real-time visibility into their pipelines, the ease of managing marketing efforts, and the automation of financial transactions. Additionally, the software's support team is commended for their responsiveness and assistance throughout the user journey.

### CRM Integration
Users are consistently praising CentrexSoftware's efficient CRM capabilities. The reviews highlight the platform's strong points in terms of automation, customization, and ease of use. Specifically, users appreciate the cloud-based CRM functionality that CentrexSoftware offers, emphasizing its ability to streamline financial processes and enhance productivity. The platform's integration with various tools like marketing and reporting features is also lauded for providing a comprehensive solution for business operations. Additionally, users in the cash advance space have found CentrexSoftware's CRM integration to be particularly beneficial, citing its out-of-the-box readiness and impactful drip campaigns that have led to noticeable revenue increases.

### Sales and Marketing Automation
Users across various industries, from cash advance to commercial media production, have lauded CentrexSoftware for its robust sales and marketing automation features. The platform's drip campaigns, customizable CRM, and integrated reporting tools have proven instrumental in enhancing lead management, nurturing prospects, and ultimately driving revenue growth. With a strong emphasis on efficiency and ease of use, CentrexSoftware's automation capabilities have consistently garnered positive feedback for their ability to streamline sales processes and support businesses in achieving their marketing objectives.

### Project Tracking
Users appreciate CentrexSoftware for its lead management and collaboration features, but some have expressed a desire for improved project tracking capabilities. While the software effectively helps track progress and manage pipelines, users feel that a dedicated project management function within Centrex would enhance their experience. The current method of tracking project status as a Lead Status is seen as a limitation by some users, who believe that a more robust project tracking system would further streamline their workflow and improve overall project management efficiency.

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.

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.

CentrexSoftware

Loan Servicing Software automates the loan lifecycle from origination, credit decisioning, payment processing and collections, to accounting and reporting.

Loan Servicing

Centrex Software is a California-based company specializing in CRM software for Finance. 

Centrex Software

Loan Workflow

Tools used by loan origination and servicing and servicing agents to streamline their workflows.

Loan Document Management

This feature allows users to store, manage, and track all loan-related documents, ensuring compliance and efficient processing.

Loan Workflow Automation

This feature helps to automate various stages of the loan process, improving efficiency and reducing manual errors.

Loan Software Integrations

This feature allows lenders to access credit reports and scores from major credit bureaus, aiding in the credit assessment process, and integrate with CRM tools and third-party databases to manage borrower relationships.

Loan Reporting and Analytics

Allows users to generate various reports and analyze data related to loan origination and servicing, helping to make informed decisions.

Financial Reporting and Compliance

Financial statements and regulatory filings

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Data Security

Tools and features that help keep data secure from unauthorized access or internal exposure.

At-Rest Data Encryption

Data at rest is encrypted, requiring decryption to read the underlying data.

In-Transit Data Encryption

Data is transmitted in an encrypted state, preventing interception of raw in-flight data.

In-Use Data Encryption

Data remains encrypted even when stored in non-persistent storage (RAM, CPU caches, and CPU registers). This prevents access to data through malware on an individual device.

Data Redaction

The product's capability to return redacted data in place of actual data when queried. For instance, a redacted query for the phone number 555-5555 could return ***-**55.

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CentrexSoftware

Overview

What is CentrexSoftware?