Communicate with your clients, brokers, syndicates, and vendors on all levels.
Text & Email Marketing
Email Marketing
- SMTP Connection for Third Party Servers
- Document Tags with “IF” Statements
- Custom Email Template Creation
- Auto Recurring Drip Email Campaign Creation
- Campaign Reporting and Statistics
Text Marketing
- Purchase New Phone Numbers
- Manage Text Permissions Per Phone Number
- Build Text Templates and Use Document Tags
- Text Triggers, Notifications, and Two Way Communication
- Text Blasting and Reporting
Grow Smarter
with lender matchmaking
Take the guessing game out of your lender submissions and let Centrex lead the way with lender filters and matchmaking.
ClixSign Documents
Once a lender has said yes to your submission, send docs out for esign.
Text & Email Marketing
Communicate with your clients letting them know their request for funds have been accepted.
Client Portal
Give your clients the transparency they want with a full white labeled client portal.
Mobile App
Let your clients know which lenders have accepted right in their pocket.
Contact & Deal Management
Organize all your contacts and deals on those contacts for the best results.
Advance/Loan Servicing
As a funder manage your transactions and accounting all under one roof with Centrex.
Multi-Company Management
Manage multiple brands with multi-company management keeping everything safe and secure.
