LendingWiseThe LoanPost
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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.
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About
Automate & scale your lending business with our CRM, loan origination & servicing software. A modern borrower experience with online, mobile friendly portals, customized workflows & paperless origination. Integrate our quick & full app web forms on your site to fast track submissions & accurately collect required docs. Keep your entire team, including brokers, borrowers & 3rd parties updated in real time on the loan status. Our platform sits 100% on AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure & back up your data & documents for life. Customizable dashboard and pipeline. Email marketing with drip campaigns. Lead tagging & referral source tracking. Assign leads & deals to loan officers or processors. LendingWise LOS software is flexible & pre-built for Fix & Flip, Rental, CRE Bridge/Perm, SBA loans or can be customized for almost any loan product.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
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Audience
Lenders and brokers in need of a CRM, loan origination and servicing software solution to automate and scale their lending business
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
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Company InformationThe LoanPost
Founded: 2006
United States
www.lendingwise.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Plaid
Actum Processing
Aloware
CoreLogic Claims Connect
Decision Logic
Equifax B2B Marketing Compass
Gmail
HouseCanary
HubSpot CRM
Kinective Bridge
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Integrations
Plaid
Actum Processing
Aloware
CoreLogic Claims Connect
Decision Logic
Equifax B2B Marketing Compass
Gmail
HouseCanary
HubSpot CRM
Kinective Bridge
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