--- title: "Centrex Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Centrex Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/193776/Centrex-CRM-Software/" page_type: "product" language: "en" --- # Centrex Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Centrex ## What is Centrex? Centrex is a financial CRM software platform designed for brokers, direct lenders, and investors. The platform consists of loan origination, email integration, esign, document management, payment processing, email and SMS marketing, client portal, broker portal, calendar, white label mobile app, and much more. Centrex brings together everything that you need to run your finance business all under one roof. Professional software consulting is also available. ## What is Centrex used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Centrex alternatives Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.9 (36)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (19)](https://www.capterra.com/p/173292/Bryt-Loan-Management-Software/reviews/) Starting price $89.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/193776/Centrex-CRM-Software/alternatives/) ## FAQs about Centrex Overview ### What company size and specific industries is Centrex built for? Centrex is designed for business and consumer finance companies that need core software to run operations, as well as banks, credit unions, private funds, brokers, investors, churches, and government organizations. The vendor description does not specify a company size, so the target market appears to span organizations of different sizes in these sectors. Features and Usability ### What are the key features of Centrex? Centrex offers loan origination, loan processing, loan servicing, and loan portfolio management for lending operations. It also includes automated decisioning/underwriting, borrower management, payment collection, ACH payment processing, digital signature, document management, reporting and analytics, and role-based permissions. Integrations ### Which third-party tools and platforms does Centrex integrate with? Centrex integrates with 10 third-party tools and platforms, including Gmail, SendGrid, Twilio, RingCentral Engage Voice, Zapier, Plaid, Snowflake, Fivetran, WordPress, and Microsoft Entra Verified ID. It also connects with MeridianLink Consumer, EFT Canada, ACH Processing, Credit Card Terminal, Decision Logic, Spinify, and Ytel. Getting Started and Support ### What training and onboarding options does Centrex offer? Centrex provides in person training, live online sessions, webinars, documentation, and videos to support team onboarding. In person and live online formats allow guided instruction, webinars offer scheduled group learning, documentation serves as written reference, and videos support self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Centrex offer? Centrex provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users several ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 249 Financial CRM reviews Capterra data shows that buyers of Financial CRM rank the following features as their top priorities: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) Centrex supports all three of the features reviewers rate most important: Contact Management, Workflow Management, and CRM. Together, these capabilities help businesses keep client records organized, manage repeatable processes more efficiently, and maintain stronger customer relationships, allowing teams to work with better visibility and follow through more consistently. CRM 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Task Management 4.5 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Email Marketing 5.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Workflow Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Centrex 107 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Configurable Workflow: Configure existing workflows to meet your organization's needs - Construction Loans: Type of loan used to finance construction projects - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Credit Card Management: Financial system that helps create and manage physical/digital credit cards and track transaction activities - Credit Card Processing: Accept and process credit card transactions - Credit Check: Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Brokers: Used by brokers - For Commercial Business: Provides commercial businesses with funds to finance various needs - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Forecasting: Form predictions based on past and present data/trends - Investor Management: Automated payments and reporting for investors - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lending Management: Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Mortgages: Type of loan used to purchase real estate - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Applications: Ability to fill out and submit application forms on the web - Online Banking: Ability to manage transactions online with a mobile device or computer. - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reminders: Reminders sent for balance/payment due - Payment Tracking: Track sent and received payments, invoices, and bills. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (8) 4.8 Based on 8 reviews ## Pricing Value for money 4.8 (8) Value for money 4.8 (8) 4.8 Based on 8 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ SendGrid](https://www.capterra.com/p/204113/SendGrid/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Spinify](https://www.capterra.com/p/155500/Spinify/)[ Plaid](https://www.capterra.com/p/174384/Plaid/)[ Snowflake](https://www.capterra.com/p/148267/Snowflake/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (8) 4.5 Based on 8 reviews ## User reviews Overall rating 4.9 Based on 8 reviews Filter by rating 5(7) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JP Jessica P. Marketing Specialist Financial Services ### "Good for a start up" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 April 12, 2022 Pros What I like the most about this software is the ease of use- it was very quick to learn. Cons What I like the least about this software is there is no ability to forecast and track important tasks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User CEO Financial Services ### "Great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 20, 2021 Pros Functionality and Customization and \[SESITIVE CONTENT\] He's great! Cons System updates have been causing slowdowns recently but they are working on it Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 26, 2021 This client has been with Centrex for many years and has been monumental in some of the updates we have made as a software company over the years. AN Anonymous User CEO Financial Services ### "Best in the business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2021 Pros Really great CRM. Came from a heavy salesforce background and Centrex goes head to head in almost every area for a fraction of the cost to implement. Comes out the box ready for any company within the financial sector to use. Made my sales teams life 10 times easier Cons The built in document signing software it comes with isn't as good as docusign and they don't integrate with docusign. That said, they are apparently working on improving it early 2022 and you can always continue to use docusign on the side if you prefer Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 21, 2021 This client is an awesome forward thinking customer. They purchased one of our consulting packages and starting using the platform to run their business right away. They were respectful and really took our advice to help make their business more efficient. BG Brandon G. CEO Financial Services ### "Excellent company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 September 14, 2021 I have been working with \[SENSITIVE CONTENT\] & his team for a long time now, they have been a huge help to our daily process. Anytime I need something, they help immediately to make sure our operation is running as smooth as possible. I recommend \[SENSITIVE CONTENT\] & his team to any sales organization looking to upgrade their production and lead management. Pros Integration, Lead, Generation, Triggers, Lead Status Building Cons There are no negatives in this software . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 17, 2021 Brandon with Critical Financing has been a long time customer of Centrex and is one of the most forward thinking clients we have. He is always pushing us to think outside the box when it comes to creating new technology. His passion and excitement for our product has always been motivating for our team. Absolute pleasure to work with. Thank you Brandon. CG Colin G. Owner and Head of Creative Media Production ### "Great CRM with a Focus on the Financing Industry" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 9, 2021 Pros We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / packages can get into the five and six figures, we offer a financing option to our clients. Centrex has been invaluable in helping us not only throughout the sales cycle when nurturing leads but also in tracking these financing options that we offer to our clients. We used to use Salesforce but needed to find a solution that was more tailored to servicing these financing options without needing to deeply customize the platform. Centrex was not only easy to set up, but the support that we received from their team was fantastic. Cons We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client review, etc) so it would be nice to have a way to integrate these within Centrex, although that is not what a CRM would primarily be used for. Switched from [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) We switched from Salesforce to Centrex because we needed a solution that was more focused on servicing the financing options that we offer to our clients without having to deeply customize the platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2021 Chromatic Digital Cinema is awesome because they work on very very large budget media projects and they offer a pay as you go program for their clients. They were able to use the Centrex platform to service that program. Awesome Centrex customer with a unique finance product need. BK Brad K. President Banking ### "ACLB 2021" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 4, 2021 Very responsive to my inquiries on how to make something do what I needed it to do. Pros It was structured so it fit my company and what we needed it to do as a CRM system. Cons Have not found any at this time. Easy to use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2021 Brad at Alaska Commercial Loan Brokers is a smaller shop that really loves the automation built into the CRM. They don't have all the resources in the world but with Centrex they feel like they can accomplish far more. Pleasure having Brad and Alaska on board. ZL Zorik L. President Business Supplies and Equipment ### "TAKING CRM TO THE NEXT LEVEL " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2021 I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that gets the job done when it comes to data management, deal flow, and at the same time getting their sales teams more efficient andprductive Pros Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process Cons The only improvement I would reccomend is the SMS marketing needs work on the template building Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Centrex Support Team is always available, always there to assist, and are effective and thorough Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2021 Zorik and his team at FundTru are one of those very awesome clients that really dives into all aspects of the software. They push all the buttons to maximize their investment. Absolute pleasure working with this group. RB Rob B. CEO Financial Services ### "Centrex is awesome" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2021 We love the tech all the way around. From email marketing and dialer integration and opportunity management, it offers all that we need to run our finance business. Pros We love how they bring all sorts of different tech all under one roof so I don't have to string it all together myself. Cons They forced us to use their integrated vendors but it worked out in the long run. Reasons for choosing Centrex Because it was dedicated to our sector and had all the tech we needed in one place. Business owners that have never used tech don't understand what it takes to string together all that is needed to run a finance business. Centrex made it easy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 11, 2021 FundMerica is probably one of the best Centrex Software clients to work with. Their team, their work ethic and their willingness to evolve with the platform has been monumental to their success. You guys rock. [View all Reviews](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.