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...
Product Details
- About
- 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 |
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Mobile Application | No |