When it comes to making a finance CRM software or enterprise software decision for your business, there are all sorts of options out there. How then do you make the…
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Dedicated Finance CRM for Brokers and Direct Funders and Lenders
Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.
3090 Pullman St, Suite F
Costa Mesa, CA 92626
(888) 622-5810
Sales@CentrexSoftware.com
© 2025 Centrex Software. | Privacy Policy | Support | Security | Billing Policies | Acceptable Use Policy | Compliance | Request a Demo
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- Products
- ProductsCentrex offers a menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers.
- Column 1
- CRM SoftwareFinance dedicated CRM platform and tools for your entire staff and for all departments
- MCA Servicing SoftwareService your MCA portfolio with payment processors and automatically pay out syndicates
- Syndication SoftwareManage all syndicate companies with payees on file along with ACH credits and syndicate portals
- Digital WalletProvide digital wallets for your fintech company and/or investors/syndicates.
- Column 2
- Loan Origination SoftwareManage all loan applications from your website or affiliates with modern day fintech tools
- Loan Servicing SoftwareService your loans with a rule based amortization calculator via payment processors and more
- White Label Mobile AppPut your brand in your customers pocket with a full integration into your CRM or LOS. Plaid enabled
- Website Form BuilderBuild custom web forms with conditional logic and different elements like docs, Plaid, and credit
- Fund Management SoftwareManage the liquidity of your entire fund and transfer funds between VBA’s.
- Features
- FeaturesThe features within the Centrex software platform allow for you and your team to build an “experience” and not just a product or service.
- Column 1
- ClixSign® DocumentsQuickly Convert New Leads with the Centrex Proprietary Finance Dedicated Esign Platform and Technology
- Lender MatchmakingAdd criteria for each one of your lenders and let Centrex recommend which lenders to submit to
- Text & Email MarketingCommunicate with your clients, brokers, syndicates, and vendors on all levels
- Column 2
- Client PortalGive your clients the transparency you know they want with a white labeled client portal
- Contact & Deal ManagementManage your contacts and your opportunities with ease and efficiency
- Broker/ISO ManagementManage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof
- Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
- Integrations
- IntegrationsHere at Centrex we have partnered with a variety of different vendors to enable our clients to service their entire business portfolio through the Centrex ecosystem.
- Column 1
- Payment ProcessorsACH and CC Processing: Cuttlefish, ACH Works, Actum, Auth.net, NMI Gateway, and more.
- Phone SystemsDialers and Phone Systems: yTel, Blue Rock, Five9, Vici, RingCentral, and more.
- Credit ReportsCredit Reports and Credit Data: Meridian Link, iSoftPull, Xactus, TransUnion, and more.
- AutomationTime and event based triggers to automate certain system functions: Zapier
- Column 2
- Financial InformationBank statement and other financial records for underwriting and monitoring: Plaid, Decision Logics.
- Email ProvidersOne-off emails and email campaigns and triggers: Gmail, Microsoft 365, SendGrid, SMTP.com.
- Text MessagingText message campaigns, trigger notifications, and threaded communication with clients: Twilio.
- Single Sign OnSingle sign on (SSO) and user identity access management: Microsoft Duo
- Developers
- Company
- Request a Demo
3090 Pullman St
Costa Mesa, CA 92626
Sales@CentrexSoftware.com
Phone: (888) 622 5810
Fax: (657) 900 2440
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