With the Centrex digital wallet you will have the ability to hold and pool funds for your syndicates and investors. The Centrex Fund Management technology is a partnership with Cuttlefish Payments.
Fund Management Software
Manage the liquidity of your entire fund all in one place
Give The Power Of Centrex Software To Your Customers
Save on ACH Processing Fees and Hold Funds for Your Investors
It can be quote expensive to pay out investors and/or syndicates each day, week, or month. With Centrex Funds Management technology, you can hold funds on behalf of your investors or syndicates and invest their earnings back into the next deal.
Digital Wallet: With our unique API partnership with Cuttlefish Payments, Centrex clients can see all the liquidity of their fund within the Centrex platform, transfer funds to and from accounts, and investors and syndicates have the ability to deposit or withdrawal funds at any time in their portal.
Investor/Syndicate Portal
Within the fully white labeled investor/syndicate portal, there will be the ability to see all the details on advances and/or loans invested in, transactions and transaction statuses, balance of wallet, and the ability to deposit or withdraw funds.
The Value: Where Plaid really creates a tremendous amount of value in the Centrex white label mobile app is by giving our clients fresh financial data from their clients every single day. This creates more engagement between lender/brokers and their clients, while at the same time giving servicer’s more data to monitor the ongoing health of a client.
Centrex Funds Management on Your Mobile Device
When on the road managing your fund is right at your finger tips.
ACH Processing with Cuttlefish Payments
It is in the best interest of your fund to protect your customer and it is the best interest of your customer to protect your fund.
The Power of Centrex Funds Management
Connect Financial Accounts
Your customers can pull in all their corporate bank account and credit card account data and share that data with you and your team in your CRM.
Money Management
Your customers can manage their financials and transactions each day creating a more engaging relationship between your business and your clients.
View Advances/Loans
Your customers can view their advances /loans, statuses, balances, transactions, request pay off, request more funds, and view broker/funder info.
Task Management
Your customers can view tasks created in your CRM, mark tasks as completed, and see new tasks view push notifications on smart phone and smart watch.
Push Notifications
Automatic daily, weekly, and monthly push notifications on bank balances and funds spent. Manually send notifications to smart watch and smart phone.
Upload Documents
Your customers can upload documents like tax returns, driver’s license, financials, and other documents you require from them for underwriting.
Completely Integrated into Your Centrex Software CRM Account
We forecast an increase in your conversion rates, team efficiency, client engagement, and brand awareness.
The Centrex white label mobile app has been architected with an API (Application Programing Inner-face) infrastructure. This means that if you are using a CRM other than the Centrex CRM such as SalesForce, or HubSpot, or Zoho, or any other CRM, you can still take advantage of the power of the Centrex white label mobile app technology.
+15%
Conversion Rate
+10%
Team Efficiency
+200%
Client Engagement
