Version 1.3 Updates
* Add Plaid Link
* Fix File Upload Required Fields Bug
Dedicated Finance CRM for Brokers and Direct Funders and Lenders
Join Our Newsletter
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
Close Menu
- 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