Unclaimed. Information from public sources and the vendor's own materials. Work at Centrex Software? Claim the listing to correct it and answer RFPs.
Claim this listing
Centrex Software
Centrex Software provides a customizable white-label CRM and ERP platform tailored for the merchant cash advance and finance industry, offering loan origination and servicing solutions.
- Headquarters
- Costa Mesa, CA
- Founded
- 2014
- Employees
- 1-10
- Funding
- Bootstrapped
- Last researched
- Jul 21, 2026
Products
- Centrex CRMPrimary
A specialized CRM and ERP platform designed for brokers, funders, and investors in the merchant cash advance and lending space.
Risk ManagementTool - Centrex Finance CRM
A CRM specifically configured for the finance sector, integrating servicing and origination modules.
Credit UnderwritingTool - Centrex Mobile App Manager
Mobile management interface for the Centrex platform, allowing users to handle CRM tasks on the go.
Individual IdentityTool - Centrex Smart Web Form Builder
An intelligent form builder used to capture leads and application data directly into the CRM.
Individual IdentityTool - Loan Servicing Software
Full-featured software for managing the ongoing administration of loans, including payment tracking and interest calculations.
CollectionsTool1 of 3 capability facts - Manage Data Cloud
A cloud-based solution for managing complex financial data and operational workflows within the Centrex ecosystem.
Workflow & AutomationTool
Capability coverage· 1 of 3 facts across 1 control across 6 products
- Repayment & Resolution1 of 3