# Centrex Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Centrex Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more.

Source: https://www.capterra.com/p/193776/Centrex-CRM-Software/pricing

---

# 

 Centrex Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Centrex

## What is Centrex?

Centrex is a loan and advance servicing software platform designed for brokers, direct lenders, and investors. The platform consists of loan origination, 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 loan or advance 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 (1)](https://www.capterra.com/p/203272/Target-Group/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.8 (285)](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

[4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews)

Starting price

$325.00

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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

Customer Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Store and organize information about customers and previous interactions

Pricing Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Tool used to determine accurate pricing and product eligibility for borrowers

Centrex 107 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Application programming interface that allows for integration with other systems/databases

Type of loan used to finance the purchase of a motor vehicle

Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower

Automatically transfers funds to/from borrower accounts on a regular or periodic basis

Searchable database of information about loan borrowers

Type of loan used to finance business expenses

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Configure existing workflows to meet your organization's needs

Type of loan used to finance construction projects

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Accept and process credit card transactions

Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments

Report customer payment history and outstanding debts to credit bureaus

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Store and organize information about customers and previous interactions

Reports that show customers their invoices, payments, and balance on the account

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Protect sensitive data for digital privacy

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Used by brokers

Provides commercial businesses with funds to finance various needs

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Form predictions based on past and present data/trends

Automated payments and reporting for investors

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers

Distribution and delivery of funds to approved borrowers

Process of securing a loan from a bank or any other lender.

Assess and control risks associated with the credit process of each loan portfolio/account

Collect, organize, and prepare loan information to send to the lender for approval

Process of collecting loan interest and escrow payments from a borrower.

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Type of loan used to purchase real estate

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Ability to fill out and submit application forms on the web

Ability to manage transactions online with a mobile device or computer.

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Reminders sent for balance/payment due

Track sent and received payments, invoices, and bills.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Tool used to determine accurate pricing and product eligibility for borrowers

Analyze and gain insights into data in real-time

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Analyze potential risks across the organization

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Reports specific to sales analysis for trends and strategies

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

At least a username and password is required to access the system

Online portal through which end users can access the system, manage tasks, or obtain information

Track the status over time for a request, process, asset, or transaction

Type of loan designed to help students pay for post-secondary education and associated fees

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Monitor or audit historical and current transactions to analyze customer account activities

Extra layer of security that requires not only a password and username but also something specific to that user

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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)

### Starting price

Free trial  
not available

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/)[

Snowflake](https://www.capterra.com/p/148267/Snowflake/)[

Plaid](https://www.capterra.com/p/174384/Plaid/)

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.

AU

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.

AU

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/)

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