Centrex Launches "Loans Tab": Unifying Loan Origination & Servicing

If you run a funder or a brokerage shop, your browser tabs probably look like a crime scene. You’ve got your CRM open in one window, your Loan Origination System (LOS) in another, a janky payment processor in a third, and, God forbid, an Excel spreadsheet tracking your syndication partners in a fourth.

This "Frankenstein" tech stack isn’t just annoying; it’s expensive.

Centrex Software, a major player in the fintech CRM space, just announced a massive update that might finally let you close a few of those tabs. With the launch of their new "Loans Tab," they are effectively bridging the gap between Origination and Servicing inside a single platform.

Here is the breakdown of what changed, why it matters, and why the "All-in-One" model is winning 2025.

The News: A Dedicated "Loans Tab"

Historically, many alternative finance CRMs were built for the "hunt", great at lead management and marketing, but weak on the actual mechanics of lending and collecting. You’d use the CRM to sell the deal, then export the file to a different system to service it.

Centrex’s new update brings Loan Origination and Loan Servicing directly into the core ecosystem.

What’s Under the Hood?

• True Loan Mechanics: This isn't just for MCAs anymore. The system can handle complex amortization schedules, interest calculations, and principal tracking essential for Term Loans and Equipment Finance.

• Seamless Transition: A lead can move from "Prospect" to "Underwriting" to "Funded/Servicing" without data re-entry. The "Loans Tab" acts as the command center for the post-funding lifecycle.

• Integrated Money Movement: The platform integrates with major ACH processors (like Actum), meaning you can trigger debits, track failed payments, and manage balances without leaving the screen.

  
  

A Big Moment

The alternative finance industry is maturing. Lenders who used to only do short-term MCAs are now offering longer-term products, lines of credit, and SBA bridge loans.

The old tech stacks can't handle this diversity. By adding a robust "Loans Tab," Centrex is positioning itself not just as a CRM, but as an ERP (Enterprise Resource Planning) system for lenders.

The Verdict

For years, the industry standard was "Best-in-Breed", buy the best CRM, the best LOS, and the best Servicing tool and tape them together.

Centrex is betting that 2026 is the year of "Best-in-Suite." By launching the Loans Tab, they are offering a compelling argument that efficiency beats complexity every time. If you are still manually calculating syndication splits or logging into a separate portal to check if a borrower made a payment, it might be time to audit your stack.