Centrex Software vs. TaskSuite Comparison


Centrex Software	TaskSuite	+	+
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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 complete loan processing and management system. TaskSuite brings together loan origination and management into a single source of truth, enabling your team to save time and make better loan decisions. TaskSuite streamlines and automates the entire loan process, making it easy to manage and track loans from day zero to close. TaskSuite's all-in-one platform puts the control at your fingertips, whether you want to utilize the entire suite or just one of our award-winning solutions.
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 Insurance companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not 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 Not 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 Not Supported Live Online Not Supported In Person Not Supported
Company Information Centrex Software Founded: 2015 United States www.centrexsoftware.com		Company Information TaskSuite Founded: 2015 United States www.tasksuite.com
Alternatives The Mortgage Office		Alternatives Lama AI
ABLE Platform		LendFoundry Sigma Infosolutions
Mortgage Automator		HES LoanBox HES FinTech
Nexys		LoansNeo Achieva.ai
LOAN SERVICING SOFT View All		timveroOS View All
Categories Financial CRM Supported Loan Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported		Categories AI Lending Supported 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 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 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
Integrations Actum Processing Supported Decision Logic Supported Gmail Supported Microsoft 365 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 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
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