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  • Products
    • ProductsCentrex offers a menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers.
    • Column 1
      • CRM SoftwareFinance dedicated CRM platform and tools for your entire staff and for all departments
        • • Mortgage CRM
        • • Business Loan CRM
        • • Merchant Cash Advance CRM
      • MCA Servicing SoftwareService your MCA portfolio with payment processors and automatically pay out syndicates
      • Syndication SoftwareManage all syndicate companies with payees on file along with ACH credits and syndicate portals
      • Embedded Finance SoftwareTake your embedded finance business to the next level with the Centrex Software fintech ecosystem
    • Column 2
      • Loan Origination SoftwareManage all loan applications from your website or affiliates with modern day fintech tools
      • Loan Servicing SoftwareService your loans with a rule based amortization calculator via payment processors and more
      • Client Portal Mobile AppPut your brand in your customers pocket with a full integration into your CRM or LOS. Plaid enabled
      • Website Form BuilderBuild custom web forms with conditional logic and different elements like docs, Plaid, and credit
      • Fund Management SoftwareManage the liquidity of your entire fund and transfer funds between VBA’s.
  • Features
    • FeaturesThe features within the Centrex software platform allow for you and your team to build an “experience” and not just a product or service.
    • Column 1
      • ClixSign® DocumentsQuickly Convert New Leads with the Centrex Proprietary Finance Dedicated Esign Platform and Technology
      • Lender MatchmakingAdd criteria for each one of your lenders and let Centrex recommend which lenders to submit to
      • Text & Email MarketingCommunicate with your clients, brokers, syndicates, and vendors on all levels
      • Digital WalletProvide digital wallets for your fintech company and/or investors/syndicates.
    • Column 2
      • Client PortalGive your clients the transparency you know they want with a white labeled client portal
      • Contact & Deal ManagementManage your contacts and your opportunities with ease and efficiency
      • Broker/ISO ManagementManage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof
      • Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
  • Integrations
    • IntegrationsHere at Centrex we have partnered with a variety of different vendors to enable our clients to service their entire business portfolio through the Centrex ecosystem.
    • Column 1
      • Payment ProcessorsACH and CC Processing: Cuttlefish, ACH Works, Actum, Auth.net, NMI Gateway, and more.
      • Phone SystemsDialers and Phone Systems: yTel, Blue Rock, Five9, Vici, RingCentral, and more.
      • Credit ReportsCredit Reports and Credit Data: Meridian Link, iSoftPull, Xactus, TransUnion, and more.
      • AutomationTime and event based triggers to automate certain system functions: Zapier
    • Column 2
      • Financial InformationBank statement and other financial records for underwriting and monitoring: Plaid, Decision Logics.
      • Email ProvidersOne-off emails and email campaigns and triggers: Gmail, Microsoft 365, SendGrid, SMTP.com.
      • Text MessagingText message campaigns, trigger notifications, and threaded communication with clients: Twilio.
      • Single Sign OnSingle sign on (SSO) and user identity access management: Microsoft Duo
  • Developers
    • DevelopersSeamlessly Connect into the Centrex Ecosystem.
    • Column 1
      • APIWith the Centrex API you can connect your technology into the Centrex ecosystem.
      • Website Form BuilderCentrex Smart App Builder for WordPress to create dynamic application forms on your website.
    • Column 2
      • Custom ReportingBuild KPI’s, dashboards, and custom reports with Centrex Managed Data Cloud.
  • Company
    • CompanyCentrex provides cutting edge white label fintech solutions to the finance sector.
    • Column 1
      • About UsCentrex provides cutting edge white label fintech solutions to the finance sector
      • SupportGet the help you need from Centrex Software
      • BlogNews, opinion, perspective, and important updates from Centrex Software
    • Column 2
      • Contact UsSend us a message. We would love to hear from you
      • Training AcademyWe are committed to providing quality professional training for our CRM
      • Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
  • Request a Demo
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    Jan 29
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    What is Loan Servicing Software

    By Trey Markel What Is
    Table of Contents Loan Servicing Software (Definition) What Does Loan Servicing Software Do? Payment Processing and Allocation Interest, Fees, and Loan Calculations Billing, Statements, and Borrower Communications Escrow and Insurance…
    Read More
    Sep 09
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    Embedded Lending | Finance Companies Next Marketing Frontier

    By Trey Markel Business Loans, Consumer Loans, CRM Software, Embedded Lending, fintech
    Embedded lending—often called UI-native credit when delivered directly in-app—is rapidly reshaping the way households in the US finance everyday purchases. From electronics to health and home goods, buyers now expect…
    Read More
    Oct 16
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    Three Mistakes Business Owners Make When Purchasing Finance CRM Software

    By Trey Markel CRM Best Practices
    When it comes to making a finance CRM software or enterprise software decision for your business, there are all sorts of options out there.  How then do you make the…
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    Recent Posts

    • What is Embedded Lending Software
    • What is MCA Servicing Software
    • What is Loan Origination Software
    • What is Loan Servicing Software
    • Embedded Lending | Finance Companies Next Marketing Frontier

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      Popular Posts

      • Best Practices in Creating a Merchant Cash Advance CRM Workflow August 8, 2017
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      • Not Having a CRM is Costing You Money September 29, 2016

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      • Business Loan CRM Tech You Can’t Live Without July 31, 2017
      • Not Having a CRM is Costing You Money September 29, 2016

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      • ImageWhat is MCA Servicing Software February 2, 2026
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      Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.

      3090 Pullman St, Suite F
      Costa Mesa, CA 92626
      (888) 622-5810
      [email protected]

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      Close Menu
      • Products
        • ProductsCentrex offers a menu of white label fintech solutions so you can build the perfect working ecosystem for you, your staff, and your customers.
        • Column 1
          • CRM SoftwareFinance dedicated CRM platform and tools for your entire staff and for all departments
            • • Mortgage CRM
            • • Business Loan CRM
            • • Merchant Cash Advance CRM
          • MCA Servicing SoftwareService your MCA portfolio with payment processors and automatically pay out syndicates
          • Syndication SoftwareManage all syndicate companies with payees on file along with ACH credits and syndicate portals
          • Embedded Finance SoftwareTake your embedded finance business to the next level with the Centrex Software fintech ecosystem
        • Column 2
          • Loan Origination SoftwareManage all loan applications from your website or affiliates with modern day fintech tools
          • Loan Servicing SoftwareService your loans with a rule based amortization calculator via payment processors and more
          • Client Portal Mobile AppPut your brand in your customers pocket with a full integration into your CRM or LOS. Plaid enabled
          • Website Form BuilderBuild custom web forms with conditional logic and different elements like docs, Plaid, and credit
          • Fund Management SoftwareManage the liquidity of your entire fund and transfer funds between VBA’s.
      • Features
        • FeaturesThe features within the Centrex software platform allow for you and your team to build an “experience” and not just a product or service.
        • Column 1
          • ClixSign® DocumentsQuickly Convert New Leads with the Centrex Proprietary Finance Dedicated Esign Platform and Technology
          • Lender MatchmakingAdd criteria for each one of your lenders and let Centrex recommend which lenders to submit to
          • Text & Email MarketingCommunicate with your clients, brokers, syndicates, and vendors on all levels
          • Digital WalletProvide digital wallets for your fintech company and/or investors/syndicates.
        • Column 2
          • Client PortalGive your clients the transparency you know they want with a white labeled client portal
          • Contact & Deal ManagementManage your contacts and your opportunities with ease and efficiency
          • Broker/ISO ManagementManage affiliates, brokers, ISO’s, syndicates, investors, and other companies all under one roof
          • Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
      • Integrations
        • IntegrationsHere at Centrex we have partnered with a variety of different vendors to enable our clients to service their entire business portfolio through the Centrex ecosystem.
        • Column 1
          • Payment ProcessorsACH and CC Processing: Cuttlefish, ACH Works, Actum, Auth.net, NMI Gateway, and more.
          • Phone SystemsDialers and Phone Systems: yTel, Blue Rock, Five9, Vici, RingCentral, and more.
          • Credit ReportsCredit Reports and Credit Data: Meridian Link, iSoftPull, Xactus, TransUnion, and more.
          • AutomationTime and event based triggers to automate certain system functions: Zapier
        • Column 2
          • Financial InformationBank statement and other financial records for underwriting and monitoring: Plaid, Decision Logics.
          • Email ProvidersOne-off emails and email campaigns and triggers: Gmail, Microsoft 365, SendGrid, SMTP.com.
          • Text MessagingText message campaigns, trigger notifications, and threaded communication with clients: Twilio.
          • Single Sign OnSingle sign on (SSO) and user identity access management: Microsoft Duo
      • Developers
        • DevelopersSeamlessly Connect into the Centrex Ecosystem.
        • Column 1
          • APIWith the Centrex API you can connect your technology into the Centrex ecosystem.
          • Website Form BuilderCentrex Smart App Builder for WordPress to create dynamic application forms on your website.
        • Column 2
          • Custom ReportingBuild KPI’s, dashboards, and custom reports with Centrex Managed Data Cloud.
      • Company
        • CompanyCentrex provides cutting edge white label fintech solutions to the finance sector.
        • Column 1
          • About UsCentrex provides cutting edge white label fintech solutions to the finance sector
          • SupportGet the help you need from Centrex Software
          • BlogNews, opinion, perspective, and important updates from Centrex Software
        • Column 2
          • Contact UsSend us a message. We would love to hear from you
          • Training AcademyWe are committed to providing quality professional training for our CRM
          • Software SecurityCentrex Software Provides Lock-Sure, Multi-Layered Security
      • Request a Demo

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      3090 Pullman St
      Costa Mesa, CA 92626
      [email protected]
      Phone: (888) 622 5810
      Fax: (657) 900 2440

      Privacy Policy

      Protecting your private information is our priority. This Statement of Privacy applies to the www.CentrexSoftware.com and Centrex Software LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Centrex Software LLC include www.CentrexSoftware.com, CTX, Centrex Software, login.CentrexSoftware.com and client.CentrexSoftware.com. The CTX website is a Software As A Service site. By using the CTX website, you consent to the data practices described in this statement.

      Collection of your Personal Information

      CTX may collect personally identifiable information, such as your first name, last name, business name, cell phone number, business phone number, and email address. We may gather additional personal or non-personal information in the future.

      By inserting personal contact information such as a cell phone number or home phone number, you release all liability of any and all lawsuits or complaints to CTX if your personal contact information is on any “Do Not Call List”.

      Information about your computer hardware and software may be automatically collected by CTX. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the CTX website.

      CTX encourages you to review the privacy statements of websites you choose to link to from CTX so that you can understand how those websites collect, use and share your information. CTX is not responsible for the privacy statements or other content on websites outside of the CTX website.

      Use of your Personal Information

      CTX collects and uses your personal information to operate its website(s) and deliver the services you have requested.

      CTX may also use your personally identifiable information to inform you of other products or services available from CTX and its affiliates. CTX may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

      CTX does not sell, rent or lease its customer lists to third parties.

      CTX may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is transferred to the third party. CTX may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to CTX, and they are required to maintain the confidentiality of your information.

      CTX may keep track of the websites and pages our users visit within CTX, in order to determine what CTX services are the most popular. This data is used to deliver customized content and advertising within CTX to customers whose behavior indicates that they are interested in a particular subject area.

      CTX will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on CTX or the site; (b) protect and defend the rights or property of CTX; and, (c) act under exigent circumstances to protect the personal safety of users of CTX, or the public.

      Use of Cookies

      The CTX website may use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

      One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize CTX pages, or register with CTX site or services, a cookie helps CTX to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same CTX website, the information you previously provided can be retrieved, so you can easily use the CTX features that you customized.

      You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the CTX services or websites you visit.

      Security of your Personal Information

      CTX secures your personal information from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

      Children Under Thirteen

      CTX does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

      Opt-Out & Unsubscribe

      We respect your privacy and give you an opportunity to opt-out of receiving announcements of certain information. Users may opt-out of receiving any or all communications from CTX by contacting us here:

      – Web page: www.CentrexSoftware.com/unsubscribe

      – Email: [email protected]

      Changes to this Statement

      CTX will occasionally update this Statement of Privacy to reflect company and customer feedback. CTX encourages you to periodically review this Statement to be informed of how CTX is protecting your information.

      Contact Information

      CTX welcomes your questions or comments regarding this Statement of Privacy. If you believe that CTX has not adhered to this Statement, please contact CTX at:

      Centrex Software LLC

      3090 Pullman St Suite F
      Costa Mesa, CA 92626
      [email protected]
      (888) 622-5810

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