Centrex is a finance-dedicated CRM platform that helps funders, lenders, brokers, syndicates and banks manage contacts, deals and client communication in one system.
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Delivery method: Integration
Log calls automatically and click to call through integrated phone systems
Track email opens and campaign statistics
Hold threaded text-message conversations with clients
Track contacts through custom workflow stages and statuses
Quick actions from the list view: email, documents, edit, notes and calls
Automatic email and SMS notifications and triggers for system events
Create pipelines that can be adjusted at any time
Set custom deal statuses that match contact statuses
Manage multiple deals per contact
Control deal permissions for reps and underwriters
Keep contact records with custom stages and statuses and quick access to notes and calls
Share filtered contact lists with team members
Track contacts through custom workflow stages and statuses
Match each deal against lender criteria to recommend which lenders to submit to
Collect application data through website forms with conditional logic, Plaid and credit pulls
Build custom contact lists with filters and sharing options
Use quick filters to find contacts fast in the database
Create recurring drip email campaigns with custom templates and document tags
Send text blasts and two-way texts with templates, triggers and notifications
Review campaign reporting and statistics
Build website forms with conditional logic in the WordPress plugin that feed the CRM
Receive loan applications from a website or affiliates
Let clients upload requested documents through the client portal
Create contacts
Create lender submissions with data and documents and receive the lender's response
Create, edit and delete transactions, loans and advances
Get and upload documents
Work with ClixSign e-signature items
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