Loan Servicing Software

Accounting

Create customized accounting reports

Email accounting reports to users

Create grouping options based on columns

Export reports to reports tab

Custom filters and options

Save accounting reports for one click view

Managed Data Cloud

Database sync to snowflake every 15 minutes

Snowflake portal access

Write and inject custom sequel queries

Pull into Google Data Studio or Tableau

Pull in third party data for better reporting

Create custom alerts for compute usage

Reports

Insights business intelligence tool

Out of the box productivity reporting

Object based custom report builder

Funnel, status change, aging, concentration risk

See all exported reports in one place

Report permissions for roles and users

Investor Platform

When it comes to loan servicing software here at Centrex, we understand that you almost certainly will have investors behind you supporting your fund. Centrex has built and designed an entire platform dedicated to the individual and institutional investor. Investor portal, investor reports, automatic investor pay-outs, daily emails, and more.

Managing Your Fund

Centrex went into business to help the finance industry manage more, all under one roof. In order to accomplish this, we have partnered and integrated with SuperVest, an investor matching making and fund management organization. SuperVest allows you to post your packages into their system along with manage your fund all through Centrex.