Average Ratings 18 Ratings
Average Ratings 0 Ratings
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.
Description
Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients.
From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases.
Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows
It can also be integrated with existing tools.
// Be more productive
Collect was designed to help you be more productive.
// Make a good impression
Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal.
// Keep your workflow secure
Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Actum Processing
Yes
Decision Logic
Yes
Gmail
Yes
Microsoft 365
Yes
Plaid
Yes
SendGrid
Yes
Slack
No
Snowflake
Yes
Spinify
Yes
Spinwheel
Yes
Integrations
Actum Processing
No
Decision Logic
No
Gmail
No
Microsoft 365
No
Plaid
No
SendGrid
No
Slack
Yes
Snowflake
No
Spinify
No
Spinwheel
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
Pricing Details
$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Centrex Software
Founded
2015
Country
United States
Website
www.centrexsoftware.com
Vendor Details
Company Name
Collect
Founded
2019
Country
France
Website
www.usecollect.com
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
Product Features
Admissions and Enrollment
Application Management
Yes
Assessment Management
Yes
Candidate Management
No
Colleges / Universities
Yes
Evaluation Management
No
Fee Management
No
Financial Aid Management
No
Forms Management
Yes
K-12
No
Recruiting Management
Yes
Scoring
No
Self Service Portal
Yes
AML
Behavioral Analytics
No
Case Management
Yes
Compliance Reporting
Yes
Identity Verification
Yes
Investigation Management
No
PEP Screening
No
Risk Assessment
No
SARs
No
Transaction Monitoring
Yes
Watch List
No
Applicant Tracking
Assessments
No
Background Screening
Yes
Candidate Management
No
Collaboration Tools
Yes
Internal HR
No
Interview Management
No
Interview Scheduling
No
Job Board Posting
No
Job Requisition
No
Onboarding
Yes
Recruiting Firms
No
Reference Checking
Yes
Resume Parsing
No
Resume Search
No
Self Service Portal
Yes
Workflow Management
Yes
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
Yes
Dashboard
Yes
Exceptions Management
Yes
Forms Management
No
Issue Management
Yes
Mobile Access
No
Multi-Year Planning
No
Risk Assessment
Yes
Workflow Management
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
No
Encryption
Yes
File Synchronization
No
Search
No
User Management
Yes
Version Control
No
Workflow Management
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
Yes
Closing Documents
Yes
Compliance Management
Yes
Customer Database
Yes
Digital Signature
No
Document Management
Yes
Fee Management
No
Loan Processing
No
Online Application
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
No
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
No
Loan Origination
No
Loan Servicing
Yes
Pipeline Management
No
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
Onboarding
Course Management
No
Document Management
Yes
E-Verify / I-9 Forms
Yes
Electronic Forms
Yes
Electronic Signature
No
Employee Handbook
No
Employee Portal
Yes
File Management
Yes
Job Description Management
No
Orientation Management
No
Self Service Portal
Yes
Task Management
No
Tax Forms
No
Training Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
Yes
Business Process Automation
No
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
No
No-Code
Yes
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
Yes
