Centrex Software vs. PerfectLO Comparison


Centrex Software	PerfectLO	+	+
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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 The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.
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 Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android 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 Loan Serving solution for 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 Not Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or 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 Supported
Reviews/Ratings Read all reviews		Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

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 PerfectLO Founded: 2015 United States www.perfectlo.com
Alternatives The Mortgage Office		Alternatives ABLE Platform
ABLE Platform		MeridianLink Mortgage MeridianLink
Mortgage Automator		Tavant Touchless Tavant
Nexys		Mortgage Automator
LOAN SERVICING SOFT View All		Lendstream View All
Categories Financial CRM Supported Loan Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported		Categories 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 Show More Features 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 Not Supported Audit Trail Not Supported Closing Documents Not Supported Compliance Management Not Supported Customer Database Not Supported Digital Signature Supported Document Management Supported Fee Management Not Supported Loan Processing Supported Online Application Supported Loan Servicing Features Accounting Management Not Supported Amortization Schedule Not Supported Application Management Not Supported Auto Loans Not Supported Automatic Funds Distribution Not Supported Business Loans Not Supported Collateral Tracking Not Supported Collections Management Not Supported Compliance Management Not Supported Construction Loans Supported Customer Database Not Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Not Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Not Supported Credit Reporting Supported Customer Statements Not Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported
Integrations Actum Processing Supported Decision Logic Supported Gmail Supported Microsoft 365 Supported Microsoft Azure Not Supported Plaid Supported SendGrid Supported Snowflake Supported Spinify Supported Spinwheel Supported TransUnion Collections Management Supported Twilio Supported Ytel Supported Show More Integrations View All 12 Integrations		Integrations Actum Processing Not Supported Decision Logic Not Supported Gmail Not Supported Microsoft 365 Not Supported Microsoft Azure 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 Show More Integrations View All 1 Integration
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