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
Lendware gives mortgage teams everything they need to grow — in one platform. Manage your pipeline, automate follow-ups, and convert more leads without the chaos of juggling multiple tools.
Built for loan officers and enterprise leaders alike, Lendware's CRM keeps your team organized, your clients engaged, and your referral partners connected. Intelligent workflows handle the busywork so your producers can focus on closing.
Lendware's marketing engine drives lead generation and client retention with automated campaigns, co-marketing tools, and a native Canva integration — all managed from one place.
Go further with Lendware Predict: AI-powered propensity modeling that surfaces the contacts in your database most likely to purchase or refinance — so you reach the right people at the right time.
One platform. Full visibility. Every team member, every conversation, every deal — in sync.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Gmail
Yes
ARIVE
No
Actum Processing
Yes
Decision Logic
Yes
Encompass
No
Facebook
No
LeadMailbox
No
LendingPad
No
Microsoft Outlook
No
OSE
No
Integrations
Gmail
Yes
ARIVE
Yes
Actum Processing
No
Decision Logic
No
Encompass
Yes
Facebook
Yes
LeadMailbox
Yes
LendingPad
Yes
Microsoft Outlook
Yes
OSE
Yes
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
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Centrex Software
Founded
2015
Country
United States
Website
www.centrexsoftware.com
Vendor Details
Company Name
Lendware
Founded
2019
Country
United States
Website
lendware.ai/
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
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
Yes
Interaction Tracking
No
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
