Centrex Overview

Centrex

By Centrex Software

5★★★★★(16 Ratings)Write review

What is Centrex?

Centrex Software is an all-in-one, finance-dedicated CRM and loan servicing platform designed for the non-bank lending sector. It consolidates the myriad technologies needed to run a finance business—such as CRM, email/SMS marketing, website integrations, deal management, credit pulls, bank statement analysis, ACH processing, servicing, accounting, and client/broker portals—under a single roof. This integrated approach aims to eliminate the inefficiency and cost of stitching together multiple disparate software solutions, providing brokers, direct funders, and investors with a unified system to manage their entire operation.

Who it's for:

This platform is built for brokers, alternative lenders, direct funding companies, private investors, and finance companies in the consumer and business lending space who are tired of managing multiple software subscriptions and want a consolidated, end-to-end system for sales, operations, and servicing.

Our verdict:

Our verdict is that Centrex Software is an ambitious and highly integrated solution that addresses a common problem in modern lending businesses. By bringing a wide array of critical functions into one platform, it offers significant potential for efficiency gains and streamlined operations for non-bank financial professionals.

Centrex Details

Centrex Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

Centrex Support options

Email Help Desk

Knowledgebase

Phone Support

Centrex Training options

Documentation

Videos

In-Person

Live Online

Webinars

Centrex Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Centrex Pricing

Tiered pricing system

Centrex Features

Most valued Centrex features by users

Accounting

Amortization Schedule

Auto Loans

Automatic Funds Distribution

Borrower Management

Business Loans

Collateral Tracking

Collections Management

Compliance Management

Construction Loans

Document Management

Investor Management

Loan Processing

Student Loans

Asset Lifecycle Management

Audit Trail

Complex Debt Structures

Dashboard

Exposure Management

Lead Management

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