Centrex Software

Name: Centrex Software
Address: 3090 Pullman Street, Costa Mesa, CA, 92626, US
Telephone: (888) 622-5810

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Costa Mesa, CA
Centrex Software

Centrex Software is a customizable business and consumer finance dedicated CRM software platform. For brokers, syndicators, and funders.

10/15/2026

For the last few years we have been watching and listening.

We built something that we believe is the future of fintech.

This is Centrex......reimagined.

10/14/2026

The B2B Finance Expo is right around the corner, and we're excited to be part of the conversation shaping the future of business finance!

Our team will be on-site with a booth where attendees can connect with us, explore Centrex, and learn how our technology is helping lenders, funders, and brokers streamline their operations.

Plus, Trey Markel will be taking the stage alongside fellow industry experts for an exciting panel discussion:

“Built Today, Outdated Tomorrow? How Funders & Brokers Should Think About Technology”

📍 B2B Finance Expo | Las Vegas
📅 Wednesday, October 21
⏰ Panel Discussion: 1:15 PM – 1:50 PM PDT

Attending the expo? Make sure to stop by our booth, say hello to the Centrex team, and add Trey's panel to your agenda!

See you in Vegas!

10/13/2026

Can AI really qualify a borrower in seconds?

As artificial intelligence continues to transform the lending industry, one question is becoming increasingly relevant: Just how much can AI streamline the borrower qualification process?

Watch as we explore this question and discuss the role of AI in modern lending.

10/09/2026

Our team is heading to the B2B Finance Expo, and we're looking forward to connecting with fellow industry professionals!

Not only will we have a booth set up at the expo, but Trey Markel will also be joining a panel of industry leaders to discuss:

“Built Today, Outdated Tomorrow? How Funders & Brokers Should Think About Technology”

With technology evolving faster than ever, how can lenders, funders, and brokers make smarter technology decisions today while preparing for what's next?

📍 B2B Finance Expo | Las Vegas
📅 Wednesday, October 21
⏰ 1:15 PM – 1:50 PM PDT

If you're attending, be sure to stop by our booth, meet the Centrex team, and catch Trey's panel discussion!

We look forward to seeing you in Vegas!

10/06/2026

What happens after someone applies using AI?

The application is only the beginning. From there, AI has the potential to change how lenders process information, manage workflows, communicate, and move borrowers through the lending process.

So, what does that actually look like behind the scenes?

We break down what happens next—and where AI fits into the process—in this video.

10/01/2026

We’re heading to Las Vegas!

Join Trey Markel at the B2B Finance Expo as he takes the stage for the panel:

“Built Today, Outdated Tomorrow? How Funders & Brokers Should Think About Technology”

As technology continues to reshape the finance industry, staying ahead means thinking beyond what works today. Trey will join fellow industry leaders to discuss how funders and brokers should approach technology with the future in mind.

📍 B2B Finance Expo | Las Vegas
📅 Wednesday, October 21
⏰ 1:15 PM – 1:50 PM PDT

If you’re attending the expo, be sure to add this panel to your agenda!

09/29/2026

Can AI qualify a borrower in seconds? ⚡

AI is changing the speed and efficiency of lending—but just how far can the technology go when it comes to borrower qualification?

We take a closer look at how AI can fit into the qualification process, what it could mean for lenders, and how the lending experience is evolving.

09/24/2026

Get documents signed faster with ClixSign® ✍️

Built directly into the Centrex ecosystem, ClixSign® Documents gives finance companies dedicated eSign technology designed to help move leads forward while keeping important documents organized and secure.

With ClixSign®, you can:

✔️ Send documents to up to seven signers
✔️ Automatically populate custom data onto documents
✔️ Track eSign activity with date and time stamps
✔️ Apply document permissions by user and company
✔️ Automatically attach completed documents to your CRM
✔️ Provide completed copies directly through the client portal
✔️ Access a digital certificate on completed ClixSign® documents
✔️ Sign from virtually anywhere with a fully mobile-responsive experience

From signature to CRM—all within the Centrex ecosystem.

Ready to see ClixSign® in action? Request a demo today.
https://centrexsoftware.com/request-a-demo/

09/22/2026

When is the right time to implement AI into your business?

AI is quickly becoming a bigger part of how companies operate, automate, and scale—but knowing when to make the move can be just as important as knowing how.

Should you start implementing AI now? Are there signs your business is ready? And where should AI fit into your existing technology and workflows?

We’re breaking it down in this video. 👆

Watch to learn when it may be time to bring AI into your business.

09/17/2026

Connect your technology. Expand what’s possible.

The Centrex API makes it easier to connect your existing technology with the Centrex ecosystem, bringing your systems together through one powerful infrastructure.

Integrate with Centrex’s core solutions, including CRM, loan and advance portfolio servicing, white-label mobile applications, and the WordPress website form builder.

When your technology works together seamlessly, your business can operate more efficiently, automate more processes, and build for what’s next.

Explore the Centrex API: https://www.centrexsoftware.com/api/

Address

3090 Pullman Street
Costa Mesa, CA
92626

Telephone

(888) 622-5810

Website

https://www.centrexsoftware.com/

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