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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

LoanPro is a core lending software that specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life. Built on its own API, LoanPro unites with its user's existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth. With real-time database access, process automation, and the ability to create and service multiple lending products in a single platform, LoanPro gives innovators the power to do what they do best.

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 Not 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

Lenders, Loan Servicers, & Loan Collection Companies

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 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

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.8 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Helm Capital went through several outdated and archaic providers before finally getting LoanPro a few years back. Couldn't be happier!
  • - Robust and intuitive APIs that are developer friendly - Amazing support from dedicated account managers - Modern interface for end users
  • Highly flexible and customized solution for any lending partner; including anything from applications to servicing, and consumer loans to SBA loan servicing.
  • Being able to submit directly to the bureaus, great customer service, quick responses, amazing features.
  • Easy to set up, great team, easy to perform tasks and provide good customer experience. The CRM makes it easy for my team to manage their portfolios and provide top customer service.

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

LoanPro
Founded: 2015
United States
loanpro.io

Alternatives

Alternatives

LendFoundry

LendFoundry

Sigma Infosolutions

Categories

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

Categories

Loan Management Supported
Loan Origination Supported
Loan Servicing 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

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

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

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

Integrations

Actum Processing Supported
Twilio Supported
Authorize.Net Not Supported
Finicity Not Supported
Gmail Supported
MX Not Supported
Microsoft 365 Supported
Plaid Supported
REPAY Not Supported
Smart SMS Not Supported
Snowflake Supported
Spinify Supported
TransUnion Collections Management Supported
Ubiquity Not Supported
Unit21 Not Supported
Uplinq Not Supported
Vonage Business Not Supported
Ytel Supported

Integrations

Actum Processing Supported
Twilio Supported
Authorize.Net Supported
Finicity Supported
Gmail Not Supported
MX Supported
Microsoft 365 Not Supported
Plaid Not Supported
REPAY Supported
Smart SMS Supported
Snowflake Not Supported
Spinify Not Supported
TransUnion Collections Management Not Supported
Ubiquity Supported
Unit21 Supported
Uplinq Supported
Vonage Business Supported
Ytel Not Supported