All-in-One Dedicated Finance CRM & LOS

Centrex Software is an end-to-end business finance CRM built for funders, brokers, and syndicators in any funding industry. Track your deal cycle from start to finish and manage your portfolio in one place.

Sales Teams
Salespeople and sales managers can take advantage of Centrex Software’s state-of-the-art CRM to boost revenue and close more deals.

  • Manage Your Deal Pipeline
  • Track Emails & Calls
  • Send & Receive Texts
  • Create and Complete Tasks
  • Take Notes
  • Send Documents for eSign

Marketing Teams
Marketing team members can utilize Centrex Software CRM to generate more leads and increase conversion rates.

  • Create Custom Email and SMS Templates
  • Send Email and SMS Campaigns
  • Build Dynamic Audience Lists
  • Implement Email and SMS “Drip” Marketing
  • Track Lead and Data Sources
  • Monitor Campaign Performance

Operations Teams
Operations team members can utilize Centrex Software CRM to boost efficiency across the board through automation.

  • Create Automatic Task Triggers
  • Customize Availability Schedules
  • Create Teams
  • Create Custom Email Notifications
  • Auto-Assign Contacts and Deals
  • Customize User Roles and Permissions

Accounting Teams
Accounting team members can utilize Centrex Software CRM accounting reports to stay on top of the numbers effortlessly.

  • Create Custom Accounting Reports
  • View Pipelines
  • View Summary Reports
  • Export Reports
  • Email Reports
  • Analyze Reports

Lots of Additional Features

Loan Servicing Software
Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal.

Text & Email Marketing
Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more.

ClixSign® Documents
Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers.

Client Portal
Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more.

Contact & Deal Management
State-of-the art contact and deal management software gives you the full picture of your entire pipeline.

Affiliate Management
Add Brokers, Lenders, Syndicates, and other affiliates. Give limited access to affiliates to optimize efficiency.

 

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Centrex Software Testimonials

Get In Touch

Centrex Software pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

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Since 2014, Centrex Software has provided cutting-edge customer relationship management (CRM) software to hundreds of clients in the B2B alternative business lending sector. Our expert support and sales team will guide you along the way to success.

Year Established

2014

Office Locations

3090 Pullman Street, Suite F, Costa Mesa, CA 92626

Services
  • Loan Origination Software
  • Loan Servicing Software
  • Transaction Management Software
Real Estate Sectors
  • Private Mortgage Lending
  • Business Lending
Customer Types
  • Private Mortgage Lenders
  • Commercial Mortgage Brokers
  • Residential Mortgage Brokers

Get In Touch

Centrex Software pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

Receive our monthly newsletters with valuable insights and industry updates
subscribe-illustration

Contact Centrex Software

Contact Centrex Software by whichever method you choose. There is no fee for making contact, they pay us to be listed here. If you submit an email message, it will be sent to the company, and they will reply to you directly. A copy will be saved in our database.