
Centrex
Centrex is an ecosystem of white label fintech software solutions designed for brokers, direct funders, direct lenders, and investors.
What is Centrex?
Centrex is a financial CRM software platform designed for brokers, direct lenders, and investors. The platform consists of loan origination, email integration, esign, document management, payment processing, email and SMS marketing, client portal, broker portal, calendar, white label mobile app, and much more. Centrex brings together everything that you need to run your finance business all under one roof. Professional software consulting is also available.
Video
Categories
Features
FAQ
The official website of Centrex is https://www.centrexsoftware.com/
Centrex is a financial CRM software platform designed for brokers, direct lenders, and investors. The platform consists of loan origination, email integration, esign, document management, payment processing, email and SMS marketing, client portal, broker portal, calendar, white label mobile app, and much more. Centrex brings together everything that you need to run your finance business all under one roof. Professional software consulting is also available.
Centrex belongs to the Banking Systems, Commercial Loan, Financial CRM, Loan Origination, Loan Servicing, Mortgage category.
Centrex offers features such as Customer Accounts, Lending Management, Online Banking, Portfolio Management, Risk Management, Transaction Monitoring, Activity Dashboard, API, Contact Management, Document Management, Payment Collection, Pipeline Management, Third-Party Integrations, Workflow Management, Campaign Management, Client Management, Customer Database, Data Import/Export, Email Marketing, Lead Management, Automated Decisioning/Underwriting, Customer Management, Electronic Signature, Loan Management, Loan Portfolio Management, Online Applications, Accounting, Amortization Schedule, Reporting/Analytics, Borrower Management.
No, Centrex does not offer a free trial.
Reviews(0)
Write a reviewCentrex alternatives

Zoho CRM
Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its afforda...load more

HubSpot CRM
HubSpot CRM is a contact and lead management platform used primarily by small businesses in marketing, IT, and software services. Reviewers highlight its ease of use, strong email tracking, and integrations with Gmail and Outlook. A 2025 update intro...load more

Pipedrive
Pipedrive is a customer relationship management (CRM) tool built for small businesses in industries such as IT, marketing, and finance. It supports sales, marketing, and admin teams in managing leads and pipelines through visual drag-and-drop workflo...load more

Nimble
Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster all from one simple platform. Nimble integrates...load more

NetSuite
NetSuite is a cloud-based enterprise-resource-planning system (ERP) used by small businesses in IT services, accounting, and retail to manage financials, billing, and reporting. Users highlight its real-time reporting and automation as key benefits b...load more

Keap
Keap helps small businesses manage customer relationships, automate outreach, and centralize contact data. Its most used by marketing, consulting, and real estate teams with daily customer relationship management (CRM) needs. Your team will value its...load more

Bitrix24
Bitrix24 helps small businesses manage customer relationships, tasks, and internal communication from a single platform. Its most used by administrative and marketing teams working daily across CRM and project workflows. Reviewers value its task sche...load more

EngageBay CRM
EngageBay CRM helps businesses manage customer relationships, automate marketing, and streamline outreach. Its most used by marketing, IT services, and software services teams. Your team will value its contact management and campaign tools, though re...load more

eWay-CRM
The best CRM for advocates. Manage Contacts, Projects & Timesheets all right inside your Outlook and Teams.

Apptivo
Apptivo helps small businesses manage customer relationships, track sales, and automate workflows across departments. Its most used by administrative staff, entrepreneurs, and IT teams. Reviewers highlight its customizable contact management and resp...load more