Centrex offers an end-to-end loan origination software platform that can be built the way you run your business.
Loan Origination Software Platform
Web & Lead Integration
Easily integrate your lead and web applications directly into the Centrex LOS with triggers and team notifications.
Customized Workflow
Customize your stages and statuses and their colors to build a workflow that follows your businesses lifecycle.
Lender Matchmaking
Manage all lenders and create custom profiles for each lender. Submit to multiple lenders based on filters.
Client Portal
Give your clients a secure portal to log into to see loan status, upload documents, see tasks, and much more.
Loan Origination
- Web and lead source integration
- Automatic round robin
- Customized workflow
- Custom field management
- Email and SMS notifications
- Alerts and notifications
- Budget analysis fields
- Notes and call tracking
E-Signature
- ClixSign secure locker box e-sign
- Entertains up to 7 signers
- Auto populate data on e-sign docs
- Merge fields can perform math
- Attaches back into LOS once e-signed
- E-sign reminders and notifications
- Multiple signers in multiple locations
- Document packaging
Loan Documents
- Drag and drop documents
- HTML creator and PDF uploader
- Document packaging
- Send docs via email as attachments
- View and download documents
- Encrypted at rest
- Client can see docs in client portal
- Barcode data verification technology
Triggers
- Trigger groups
- Custom trigger names
- Several trigger events
- Conditions based on all/or
- Custom trigger content
- Email and SMS triggers
- Workflow automation via triggers
- Drip SMS and email triggers
Reporting
- Out of the box system reports
- Loan submission reporting
- Email and SMS reports
- Custom report builder
- Transaction and accounting reports
- Investor reporting
- Client engagement reports
- Managed data cloud custom reports
Integrations
- Website application builder
- Financial data with Plaid
- Credit data with Xactus
- SMS texting with Twilio
- ACH and CC processing
- Blue Rock and YTel for phones
- Maps with Google
- Supervest syndicate network
Amortization Calculator
Amortization Calculator
Here at Centrex Software we have partnered with the number one calculation engine in North America, Time Value Software. Within the Centrex core operating platform you will have the ability to create amortization schedules for almost any commercial and/or consumer loan product. Amortization schedules can be pulled into emails templates and documents template for customers. Multiple amortization schedules (Offers) can be created for one borrower.
Financial Data
Borrowers can easily and quickly link all their bank and credit card accounts pulling in all transactional data for a complete underwriting package.
Document Management
Borrowers can easily upload necessary documents that sync with LOS, and also view e-sign documents from LOS.
Task Manager
Create tasks in your LOS and have them pushed into the mobile app along with sending a push notification. Your borrowers can then view and complete those tasks.
Loan Management
Customers can see all of their loans with your business and view the status of those loans. Can also ask for additional funds and request payoff.
Loan Origination Software Consulting
LOS Consulting
Centrex consultants have a deep understanding of what you are trying to accomplish with an LOS. You can focus on your business and we can focus on your loan origination software.
Admin Retainer
Hiring a dedicated loan origination software admin employee can be expensive while at the same time requiring them to learn a large new software platform. Centrex offers a monthly retainer program where we serve as your dedicated admin staff member.
Dedicated financial
lending products
Business Loans
Corporate financial loan products like commercial mortgages, equipment financing, SBA Loans, working capital loans and more.
Consumer Loans
Consumer financial loan products like car loans, home loans, personal loans, relocation loans, take out loans, and more.
Business Advances
Merchant cash advance which is an alternative business finance product where the lender purchases the borrowers future receivables.
Fintech Products
Fintech products like personal financial management, mobile banking, moving money, payment processing, and much more.
Grow Faster
with the Centrex LOS
The Centrex loan origination software platform is easy to implement and will streamline your processes, create more conversion rates, and help your team be more successful.
ClixSign Documents
Send any document for electronic signature with pre-populated contact level data.
Send any document for electronic signature with pre-populated contact level data.
Text & Email Marketing
Communicate with clients, send campaigns, track open rates, send drips, and more.
Communicate with clients, send campaigns, track open rates, send drips, and more.
Client Portal
Give your clients a login to upload documents, view messages, monitor balances, and more.
Give your clients a login to upload documents, view messages, monitor balances, and more.
Calendar
Create and manage your calendar, view team members calendars, availability scheduling.
Create and manage your calendar, view team members calendars, availability scheduling.
Contract & Deal Management
Optimize and automate effortlessly with powerful contact and deal management tools.
Optimize and automate effortlessly with powerful contact and deal management tools.
Loan Servicing
Manage and service your entire portfolio through Centrex with integrated processing, and more.
Manage and service your entire portfolio through Centrex with integrated processing, and more.
Broker/ISO Management
Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.
Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.
Loan Servicing
If you are a direct lender and offer traditional business loan or consumer loan products and are in need of servicing your portfolio, Centrex has all that you need under one roof. Along with a loan origination software, Centrex has full a amortization calculator, the ability to create multiple offers, integrations with ACH payment processors, and transactions reports and monitoring, Centrex has what you need to be successful.
Advance Servicing
Are you a merchant cash advance direct funder and require a platform to service your portfolio? Do you have syndicates that need to be tracked and paid out? If so, Centrex offers an end-to-end MCA servicing platform with syndication tracking and payment technology all under one roof. With an MCA calculator, override calculator for slow-pay, syndicate portal and settings, Centrex is where you want to be.
Why Choose Centrex LOS
Here at Centrex being a fintech dedicated software company, we fully understand what you are trying accomplish with a good loan origination software system. We understand how important it is to have a platform that can mold to your business and to be an asset for your team and not something that creates extra costs and headaches.
The Centrex loan origination software platform is a one stop shop for your loan business and its team. Come experience the power of having everything in one place.
