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About

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

About

Lendstream is the result of many years of intensive research, development and use. It supports the full chain of lending or loan brokerage services. It is data rich, flexible in control and powerful in analytics. Suitable for SME, Consumer, Mortgage, p2p lending, crowdfunding. Facilitate loan origination process from leads to funding via role-based automated and controlled workflow process. Employ built-in CRM system and forecasting tools for better customer service, loan monitoring and customer default prevention. Help your customers to choose the best loan option. Use web & mobile applications for borrower identification and credibility verification, notify lenders, control bidding process, facilitate the closing process. Several business entities can use one, integrated system that is easy to deploy and/or migrate to from legacy software. Built-in support of Multi-currency & languages allows international scaling.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

Audience

Lending, crowdfunding and loan brokers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Version Not Supported
Free Trial Not Supported

Pricing

$99 per user
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Company Information

Lendstream
Founded: 2019
Lithuania
www.lendstream.io

Alternatives

Alternatives

Categories

Financial CRM Supported
Loan Management Supported
Loan Origination Supported
Loan Servicing Supported
Mortgage and Loans Supported

Categories

Commercial Loan Supported
Loan Origination Supported
Loan Servicing Supported
Mortgage and Loans Supported

Loan Origination Features

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Not Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Loan Origination Features

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Supported
Dashboard Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Supported
Pipeline Management Supported
Risk Management Supported
Trend Analysis Supported

Integrations

Microsoft 365 Supported
Actum Processing Supported
Decision Logic Supported
Gmail Supported
Plaid Supported
SendGrid Supported
Snowflake Supported
Spinify Supported
Spinwheel Supported
TransUnion Collections Management Supported
Twilio Supported
Ytel Supported

Integrations

Microsoft 365 Supported
Actum Processing Not Supported
Decision Logic Not Supported
Gmail Not Supported
Plaid Not Supported
SendGrid Not Supported
Snowflake Not Supported
Spinify Not Supported
Spinwheel Not Supported
TransUnion Collections Management Not Supported
Twilio Not Supported
Ytel Not Supported
Claim Lendstream and update features and information
Claim Lendstream and update features and information