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Configuration Training

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Admin Tab
Configuring CRM Teams 1 Topic
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0% Complete 0/1 Steps
Workflow
Loan Settings
Loan Servicing Training
Advance Settings
Advance Servicing Training
Lenders Tab
Lender Management 1 Topic
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Lender Matchmaking Tool 1 Topic
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Configuring White Labeled CRM Login Pages

Dedicated Finance CRM for Brokers and Direct Funders and Lenders

Empowering your business to build more intelligent and engaging relationships with your customers using finance technology.

3090 Pullman St, Suite F
Costa Mesa, CA 92626
(888) 622-5810
Sales@CentrexSoftware.com

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Trey Markel
Michael Lindsey

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