Centrex Software

Centrex Software Centrex Software is a customizable business and consumer finance dedicated CRM software platform. For brokers, syndicators, and funders.

Stop guessing which lenders to submit your deals to.With our Lender Matchmaking, you can build custom lender criteria us...
06/04/2026

Stop guessing which lenders to submit your deals to.

With our Lender Matchmaking, you can build custom lender criteria using any standard or custom CRM field—including years in business, annual revenue, entity type, industry, state, credit score, and more.

Once your lender criteria are configured, Centrex automatically recommends the best lenders for each deal based on a 100% match rate.

No spreadsheets. No guesswork. No relying on memory.

Just smarter submissions, better lender relationships, and more funded deals.

Learn more: https://centrexsoftware.com/lender-matchmaking/

06/02/2026

Are you looking for a Merchant Cash Advance CRM?

Here are 4️⃣ things to look for and ask yourself BEFORE you purchase one for your business.

Reach out to our team today with any questions ⬇️
https://centrexsoftware.com/request-a-demo/

Struggling to keep your emails and workflows in sync? With Centrex Software, that’s a thing of the past! We’ve partnered...
05/28/2026

Struggling to keep your emails and workflows in sync?

With Centrex Software, that’s a thing of the past!

We’ve partnered with two of the largest email providers in the finance sector to make email management seamless.

✅ Gmail is natively integrated into the Centrex core for effortless connection.
✅ Microsoft 365 is powered by SMTP through SendGrid, ensuring reliable and efficient email delivery.

Simplify your communication and focus on growing your business with Centrex Software!

Learn more: https://www.centrexsoftware.com/integrations/

Check out our April Development Release Notes! This month, we’ve focused on giving you more automation power, deeper fin...
05/21/2026

Check out our April Development Release Notes!

This month, we’ve focused on giving you more automation power, deeper financial insights, and enhanced security controls to keep your workflows moving faster and more securely than ever before.

🔹 Clixsign Expiration and Automated Reminders
🔹 Flexible Multi-Channel Delivery for ClixSign
🔹 Live SMS Character Count and Limits

See all updates at: https://support.centrexsoftware.com/hc/en-us/articles/50068727088923-2026-04-Release-Notes

05/19/2026

The key to embedded finance software platforms is API...

This is the digital bridge that connect software platforms together. Centrex has a phenomenal embedded finance software platform for organizations that offer financial products that are embedded in other apps or platforms.

Please reach out to me directly or request a demo at: https://centrexsoftware.com/request-a-demo/

As the year gains momentum, we’re seeing more lenders strengthen their foundations, rethink workflows, and embrace autom...
05/14/2026

As the year gains momentum, we’re seeing more lenders strengthen their foundations, rethink workflows, and embrace automation. These conversations are driving innovation in product offerings and creating faster, more efficient underwriting processes.

With Centrex expanding further into consumer and corporate lending, our growing network of integrations and enhanced APIs is helping customers unlock new levels of workflow efficiency and scalability.

🔹 Automation
We have a handful of Centrex customers that are just about finished with their n8n internal beta testing and the results have been incredible. The options and availability of different integrations has made both alternative finance and traditional finance workflows more dynamic than ever.

🔹 API
New API endpoints have been released for loan data points within the platform. Along with new endpoints, an entirely new version of the Centrex API will begin internal beta testing here in the next few weeks. V2 of the Centrex API will offer an entirely new world for developers and builders.

🔹 Loans
New calculations and settings have been implemented to help automate loan servicing and the accounting that comes with it. Loan tags and reports have also been updated to better serve the needs of underwriters and servicers.

May will end up being one of the most eye opening months in the history of Centrex. We have software updates coming that will change how you think about your software systems and day to day software usage. We look forward to sharing more on these exciting updates when the time comes.

We hope you're having a great May!

If there's one thing we all leave the house with everyday, it's our smartphones. 📲Without it, how would we so easily be ...
05/07/2026

If there's one thing we all leave the house with everyday, it's our smartphones. 📲

Without it, how would we so easily be able to navigate around a city or quickly communicate with others? Life right at our fingertips is the way of the modern world.

Now imagine having your company’s brand in your customer’s pocket, building smarter, stronger relationships every day. With Centrex Software’s Mobile App Solution, that's a reality.

✅ Fully Branded: A 100% white-labeled app, customized for your company, available on Apple and Google Play.
✅ Streamlined Operations: Simplify collecting bank statements, tax returns, and financial data with cutting-edge fintech tools.
✅ Smarter Decisions: Empower your customers to work with you faster and more efficiently.

Your online presence has never been more important. Put the power of Centrex Software in your customers’ hands today!

Learn more: https://www.centrexsoftware.com/white-label-mobile-app/

05/05/2026

More paths don’t always mean more progress.

Options only work if they’re laser focused. Beau Hamilton (from SourceForge) and Trey Markel dive into the importance of platform consolidation in the fintech industry, highlighting how a unified platform can streamline operations for lenders, brokers, and financial services companies.

Watch the full episode: https://youtu.be/esDvgkvJbwQ?si=UEBeqRs9kyNgtqY4

Stop chasing signatures—start closing deals! Centrex’s proprietary eSign platform makes it easy to convert leads with se...
05/01/2026

Stop chasing signatures—start closing deals!

Centrex’s proprietary eSign platform makes it easy to convert leads with secure, finance-dedicated technology.

✅ Instant, secure eSigning with digital certificates
✅ Custom data auto-populated onto documents
✅ Fully mobile-responsive—sign anywhere, anytime
✅ Seamless CRM integration for a smooth workflow

With ClixSign®, your deals move faster, your process stays secure, and your business keeps growing.

https://www.centrexsoftware.com/clixsign-documents/

04/28/2026

Where is capital being wasted or misallocated in the industry?

Brent Engelman and Trey Markel discussed on the Capital Code podcast where they see some of the wasteful spending in the industry.

You can watch the full episode at: https://youtu.be/nnilz2OQe0E?si=0F_RF8i2scI6ffB5

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3090 Pullman Street
Costa Mesa, CA
92626

Telephone

(888) 622-5810

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