What's New with Centrex – January 2026

Welcome to the first edition of this year's monthly feature review! We have been hard at work enhancing your experience across Centrex CRM. 

This month's releases are organized into the following sections:

• CRM & User Interface Enhancements 
• Data & Technical Improvements
   

CRM & User Interface Enhancements

Recover Deleted Contacts with Ease: We have introduced a Recycle Bin within the CRM settings, allowing you to view and restore contacts that were previously deleted. This safety net ensures that important client data is never permanently lost due to accidental deletion, giving you greater peace of mind when managing your database.

Organize Uploaded Files by Document Type: To help you find information faster, files in the Client Documents tab are now automatically grouped by document type in an expandable and collapsible view. This organization makes navigating through large sets of client documents much more intuitive and efficient.

Enhanced Multi-Select Filters for Task Reports: Managing your schedule is now easier with the addition of multi-select capabilities in the Calendar Task Report. You can now filter by multiple criteria simultaneously, allowing for more granular reporting and a clearer overview of your team's upcoming obligations.

Data & Technical Improvements

Dynamic Intake Form Definitions: Users now have the ability to define exactly which Intake Form is applied to leads entering through specific Data Sources. This ensures that the correct data is captured from the start, leading to more accurate lead processing and a better onboarding experience for your clients.

Improved Document Categorization for Submissions: The Advance Submission Doc table UI has been updated to include both "Document Type" and "Category." This dual-layer categorization makes it easier to organize and verify that all necessary documentation is present and correctly labeled before moving forward with a submission.

Enhanced Filtering with Loan History Types: To support more targeted marketing and client management, we have added "Loans" as a selectable option in the "Last History Type" filter. This allows you to create more dynamic contact lists specifically based on loan-related interactions and history.

Detailed Lender Submission Notes in API: Our API response for Lender Submissions now includes detailed notes, providing more context for developers and integrated systems. This transparency ensures that any updates made to lender submissions are clearly documented and easily accessible via your external tools.

Optimized Permission Synchronization: We've improved the way the system handles permission updates by ensuring the cache is invalidated immediately when changes are made. This technical update ensures that any changes to user access rights take effect instantly, maintaining the security and integrity of your account.