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Centrex Software Review
What is Centrex Software?
Centrex Software is an all-in-one business finance CRM that allows you to communicate with your stakeholders, manage your finances, and drive revenue. The vendor also provides professional services, such as software development and CRM software consulting, which can help you build your reputation as well as improve your efficiency and productivity.
Through Centrex Software, you can complete loan servicing tasks, such as calculating amortization and advance and automating syndicate or investor ACH credits. You can also set criteria for each of your lenders so that this platform can recommend which of them you should work with.
Centrex Software ensures that you can give your affiliates and clients access to the information they need through a portal where they can submit new deals and view documents. Additionally, you can also use this platform to organize your contacts, which can help in creating and distributing deals.
The major win that clients get to experience at Centrex is not having to string together multiple software platforms to run a finance business. Today, finance companies have to purchase an email marketing system, then a CRM system, an electronic signature system, a loan servicing system, a SMS marketing system, a calendar system, and so on. Centrex Software has built all of that under one roof from the ground up 100% integrated.
For example, you can generate a PDF of a doc in the docs tab, pre-populate that doc with data from the contact, and send it out for esign. When the client esigns the doc, it automatically comes back into the software and sends the user a text and email it was completed. Many features like this bring the running of a business all under one roof and completely integrated.
Show MoreOverview of Centrex Software Benefits
Loan and Lender Management
Centrex Software offers loan and lender management tools to help you make smart financial decisions. Through this platform, you can service your loan portfolio using loan amortization, advance, override, and SlowPay calculators. You can also activate a broker portal and generate syndicate reporting, which can help you maintain your relationship with your partners. Additionally, you can specify criteria for your lenders. This platform then recommends which lenders you should choose based on your requirements.
Marketing and Document Signing
Centrex Software enables you to drive revenue through its marketing and document signing tools. It allows you to create templates for your email marketing campaigns. You can also purchase new phone numbers, build text templates, and blast SMS messages. Once you’ve captured your clients’ interest, you can use the document signing tool to close the deal. A copy of the signed document is sent to your client to ensure full transparency.
Client and Contact Management
Centrex Software ensures that you have easy access to your clients and contacts. You can create custom lists and sharing options to help you organize your contacts. You can also use the filters to find the contacts you need for a specific purpose, such as marketing campaigns. Additionally, this platform updates you on the status of your ongoing deals, helping you determine what needs to be done to close them.
Show MoreOverview of Centrex Software Features
- Loan Servicing
- Text and Email Marketing
- Document Signing
- Client Portal
- Contact and Deal Management
- Affiliate Management
What Problems Will Centrex Software Solve?
Scenario 1: Getting multiple platforms to communicate with each other consistently is tough, time-consuming, and expensive. Centrex kills that issue, saving their clients time and money.
Scenario 2: Finance companies normally have investors, yet most software platforms don’t account for that. Centrex manages all syndicates/investors within the platform and even pays them out automatically when payments from borrowers clear the bank.
Scenario 3: Finance companies that broker loans and advances normally have to submit their clients packages to funding companies one at a time to get offers. Centrex allows their clients to push the clients packages to all their lenders with a few clicks of a button. The package goes out to all their lenders at the same time where they can then track the responses and offers from those lenders all in one place. Centrex even has lender matchmaking technology so their clients don’t have to remember which lenders to send a deal to based on that borrower’s scenario. As long as the lender’s criteria are on file and the borrower has their data on file, the system will match them together based on a 100% match rate.
Awards & Quality Certificates
Centrex Software Position In Our Categories
Because companies have particular business-related wants, it is logical they abstain from getting an all-encompassing, ”best” software product. Nonetheless, it would be futile to try to find such a software system even among popular software solutions. The correct thing to undertake should be to list the different chief factors that call for a research like critical features, pricing, skill aptitude of the employees, business size, etc. Next, you should follow through your research exhaustively. Browse through these Centrex Software reviews and scrutinize the other software solutions in your shortlist more closely. Such well-rounded product investigation can make sure you take out unsuitable software products and select the system which includes all the features your company requires.
Position of Centrex Software in our main categories:
TOP
500
Centrex Software is one of the top 500 CRM Software products
If you are considering Centrex Software it could also be a good idea to check out other subcategories of CRM Software listed in our base of B2B software reviews.
Organizations have unique needs and requirements and no software platform can be just right in such a scenario. It is pointless to try to find an ideal out-of-the-box software system that fulfills all your business requirements. The intelligent thing to do would be to customize the solution for your unique needs, staff member skill levels, finances, and other aspects. For these reasons, do not rush and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the ideal fit for your specific requirements. Do your groundwork, look into each short-listed platform in detail, read a few Centrex Software CRM Software reviews, contact the seller for explanations, and finally settle for the application that offers what you need.
How Much Does Centrex Software Cost?
Centrex Software Pricing Plans:
Free Trial
Quote-Based Plan
Contact vendor
What are Centrex Software pricing details?
Centrex Software Pricing Plans:
Free Trial
Quote-Based Plan
Contact vendor
Centrex Software offers a quote-based enterprise pricing package. Contact the vendor for more information.
User Satisfaction
Positive Social Media Mentions
15
Negative Social Media Mentions
0
We are aware that when you make a decision to purchase a CRM Software it’s crucial not only to see how experts score it in their reviews, but also to discover if the actual clients and companies that use these solutions are actually happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Centrex Software reviews across a wide range of social media sites. The data is then presented in a simple to digest form showing how many people had positive and negative experience with Centrex Software. With that information at your disposal you will be equipped to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Centrex Software?
Centrex Software integrates with the following platforms and systems:
- Actum Processing
- ACH Works
- Ytel
- Bluerock
- UCS
- Decision Logic
- Twilio
- Nason Consulting
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