Product Overview
White Label Mobile App
A fully branded mobile app built for funders & brokers
The presence of your online real estate in this day and age is more important than ever. Put your company’s brand in your customers pocket to create more engaging and intelligent relationships.
Give The Power Of Centrex Software To Your Customers
Here at Centrex Software we know better than most the commitment in operations that is required by you and your team in collecting bank statements, tax returns, data, and other financial information to make a credit decision or broker a file. As a fintech company, we want to help with that process by giving not just you, but also your customer the power of state of the art technology to get the job done smarter.
The Solution: We teamed up with the best of the best in the fintech industry, and built a mobile app that can be downloaded from the Apple and Google App store 100% white labeled to your company so you can offer it to your customers.
White Label Mobile App Screens
Your customers can link bank accounts via Plaid, upload documents, view and complete tasks, see loans and/or advances, view transactions, request payoff, and more.
Financial Health Monitoring
It is in the best interest of your fund to protect your customer and it is the best interest of your customer to protect your fund.
Specifications
The Power of Mobile App Technology
Connect Financial Accounts
Your customers can pull in all their corporate bank account and credit card account data and share that data with you and your team in your CRM.
Money Management
Your customers can manage their financials and transactions each day creating a more engaging relationship between your business and your clients.
View Advances/Loans
Your customers can view their advances /loans, statuses, balances, transactions, request pay off, request more funds, and view broker/funder info.
Task Management
Your customers can view tasks created in your CRM, mark tasks as completed, and see new tasks view push notifications on smart phone and smart watch.
Push Notifications
Automatic daily, weekly, and monthly push notifications on bank balances and funds spent. Manually send notifications to smart watch and smart phone.
Upload Documents
Your customers can upload documents like tax returns, driver’s license, financials, and other documents you require from them for underwriting.
Product Reference
