We are pleased to announce the following product updates for September 2025. This month's product releases introduce a wide range of new features and improvements to existing functionality. Get ready to elevate your journey with Centrex software!
- CRM and Task Management
WordPress Plugin - Form Builder Enhancements
CRM and Task Management
We've made several enhancements to our CRM and task management tools to improve efficiency and data consistency.
- New Client Assignment Field in Task Reports: A new field, "Assigned to Client Record," has been added to the Tasks Report under the Calendar Tab and the main Task Report. This allows you to quickly see the primary user assigned to a client without navigating away from the task view.
- Improved Task Reporting Filters: You can now filter tasks by "Task Group" directly from the Tasks Report under the Calendar Tab. This new multi-select dropdown filter allows you to easily manage and monitor tasks assigned to specific teams, improving operational efficiency.
- Consistent Note Type Restrictions: Note Type restrictions have been extended to the Notes sections of the Loans, Advances, and Enrollment tabs. This ensures a consistent user experience and enforces role-based permissions across the platform.
WordPress Plugin – Form Builder Enhancements
We’ve introduced powerful new features to our WordPress Plugin, designed to streamline your pre-qualification process and enhance the overall user experience.
- Plaid ID Verification Integration: Through our integration with Plaid, you can now verify identity information against regulated data sources in seconds. Instantly authenticate IDs, confirm liveness, and ensure a secure, compliant application process.
- Soft Credit Check: Leverage our partnership with credit reporting providers to perform soft credit checks directly within your application intake flow. This enhancement enables you to pre-qualify applicants efficiently.