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Average Ratings 18 Ratings

Description

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Description

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Plaid Yes 
AFS Connect Yes 
AFS G2 Yes 
ActiveCampaign Yes 
Actum Processing No 
Adobe Acrobat Sign Yes 
Docusign Yes 
Equifax B2B Marketing Compass Yes 
Equifax Compliance Center Yes 
Equifax I-9 Management Yes 
Experian Email Verification Yes 
Experian Identity Verification Yes 
Experian PowerCurve Strategy Management Yes 
Facebook Yes 
Gmail No 
Mailchimp Yes 
QuickBooks Online Yes 
Snowflake No 
WhatsApp Yes 

Integrations

Plaid Yes 
AFS Connect No 
AFS G2 No 
ActiveCampaign No 
Actum Processing Yes 
Adobe Acrobat Sign No 
Docusign No 
Equifax B2B Marketing Compass No 
Equifax Compliance Center No 
Equifax I-9 Management No 
Experian Email Verification No 
Experian Identity Verification No 
Experian PowerCurve Strategy Management No 
Facebook No 
Gmail Yes 
Mailchimp No 
QuickBooks Online No 
Snowflake Yes 
WhatsApp No 

Pricing Details

Contact the ABLE team for pricing details.
Free Trial Yes 
Free Version No 

Pricing Details

Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ABLE Platform

Founded

2014

Country

United States

Website

ableplatform.io/retail-lending-and-microfinance-software

Vendor Details

Company Name

Centrex Software

Founded

2015

Country

United States

Website

www.centrexsoftware.com

Product Features

AML

Behavioral Analytics Yes 
Case Management Yes 
Compliance Reporting No 
Identity Verification Yes 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs Yes 
Transaction Monitoring Yes 
Watch List Yes 

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union Yes 
Investment Banking No 
Multi-Branch Yes 
Online Banking Yes 
Private Banking No 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management Yes 
Lead Management Yes 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

Financial Risk Management

Compliance Management No 
Credit Risk Management Yes 
For Hedge Funds No 
Liquidity Analysis Yes 
Loan Portfolio Management Yes 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management Yes 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management Yes 
Risk Management Yes 

Fraud Detection

Access Security Management No 
Check Fraud Monitoring Yes 
Custom Fraud Parameters Yes 
For Banking Yes 
For Crypto No 
For Insurance Industry No 
For eCommerce No 
Internal Fraud Monitoring Yes 
Investigator Notes Yes 
Pattern Recognition Yes 
Transaction Approval Yes 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Online Banking

Brokerage No 
Cash Management No 
Chat / Messaging Yes 
Credit Card Management No 
Electronic Statements Yes 
Fraud Detection Yes 
Loan Management Yes 
Marketing Automation No 
Retail Banking Yes 
Single Sign On Yes 
Transaction Monitoring Yes 

Product Features

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management No 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Alternatives

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