Centrex Overview

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.
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 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 Related Categories
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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