Here at Centrex Software we have partnered with a variety of different vendors to enable our clients to operate their entire business through the Centrex ecosystem.
Integrations
Natively integrated partners
ACH Processors
We’ve partnered with various ACH Processors to enable our clients to service their entire loan/advance portfolio through the Centrex Software CRM interface. Process merchant debits, syndicate credits, and more.
Email Providers
We have partnered with two of the largest email providers in the finance sector. Gmail is natively integrated into the Centrex core which makes it quite easy to connect your gmail account. Microsoft 365 is integrated via an SMTP connection with SendGrid.
Identity Access Management IDP and SSO
Centrex has integrated with Microsoft Entra ID for identity access management and single sign on technology. This will require for your company to have an enterprise Microsoft account.
Automation
We’ve partnered with Zapier to enable automation between Centrex and an unlimited number of other services.
Website Forms
We’ve developed both a free and premium WordPress plugin to connect your website to the Centrex CRM.
Digital Wallet
We’ve partnered with Cuttlefish payments and their bank First Premier Bank, to offer a digital wallet to all Centrex Software clients servicing a loan or advance portfolio.
Financial Data
We’ve partnered with Plaid to pull financial data and monitor financial data. The Plaid integration is only available within the Centrex Software mobile app and mobile app admin screens at the moment.
Credit Reporting
We’ve partnered with Meridian Link, a pass-through credit reporting gateway, Xactus, TransUnion, and iSoftPull for credit report data. With Meridian Link, you can choose any credit reporting provider you would like as long as they are integrated with Meridian Link gateway. iSoftPull, Xactus, and TransUnion are also great options for credit report data.
Phone Systems
We’ve partnered with various phone system and dialer companies which enable click-to-call, automatic call logging and more, directly in the Centrex Software CRM interface.
External Servers
Both SendGrid and SMTP.com are widely used by Centrex clients for the purposes of dedicated IP email marketing, email triggers, email notifications, and email auto responders. Several ISO’s and brokers use these servers as well for their lender submissions.
Text Messaging
We’ve partnered with Twilio so that you can participate in a variety of text messaging within the Centrex platform. Threaded text message conversations, text message auto responders, text message blasting, and text message notification and triggers.
Syndication Network
We’ve partnered with SuperVest, a syndication network, to provide loan and advance syndication relationships directly available through the Centrex Software CRM platform.
Data Warehousing
We’ve partnered with SnowFlake for warehousing data within Centrex. Custom queries can be written and data can be pulled into a BI tool like Tableau or Google Data Studio for custom reporting and dashboards. Managed Data Cloud is the product.
Amortization Calculator
We have partnered with Time Value which is the industry leader in crunching calculations for amortization schedules. Each offer in the Centrex loans tab with our loan events communicates to Time Value for all calculations.
Gamification
We’ve partnered with Spinify that utilizes our managed data cloud product to create games and competitions for the sales reps on the sales floor. Favorite songs, cash rewards, leader boards, and much more.
