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About

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

About

Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

Audience

Brokers searching for a CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Company Information

Finosoft
www.finosoft.com

Alternatives

Alternatives

Forex CRM

Forex CRM

DivulgeTech
Proftit CRM

Proftit CRM

Proftit
LXCRM

LXCRM

Leverate
BrokerIQ

BrokerIQ

TradeCore
BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination Features

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

Loan Servicing Features

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

Mortgage and Loans Features

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

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Solitics
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Solitics
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel
Claim Finosoft and update features and information
Claim Finosoft and update features and information