Welcome to our June 2026 release notes! This month, we have rolled out several powerful updates designed to give you more flexibility when handling client loans and enhance security across your administrative settings. Let’s dive into what’s new on the platform.
These updates are organized into the following sections:
- Communication and Client Care
- Security and Reporting
- Infrastructure and Performance Upgrades
- Centrex Smart App Builder — v1.5.2 Release Notes
Communication and Client Care
Get Clear Context with Information-Rich Task and Note Emails: Automated email alerts triggered by tasks and debt notes now automatically include crucial identifying details such as the collection agency, current/original balances, and the last four digits of the account number. This extra transparency eliminates confusion when working with clients who have multiple debts assigned to the same creditor, allowing your team to respond faster and more accurately.
Organize Affiliate Documents Automatically: Completed Clixsign documents pushed to the system from affiliate accounts will now automatically classify under the "Contract / Agreement" category instead of standard miscellaneous files. This update ensures that critical onboarding documentation is immediately organized and easy to locate within the client’s file history.
Security and Reporting
Manage Platform Integrations with the API v2 Beta Toggle: Admin users will notice a new "Modules: API" section inside the core platform settings menu. This dedicated setting allows your organization to easily toggle and manage access to our latest API v2 Beta framework as you test and scale new integrations.
Clutter-Free Workflows via Filtered Trigger Event Options: The trigger event setup dropdown now dynamically filters out irrelevant business loan events for dedicated debt settlement accounts. This tailored view removes operational confusion for Centrex CRM users while keeping specialized business triggers safely reserved for Centrex users.
Infrastructure and Performance Upgrades
ACH Trace Automation: The system now automatically imports NACHA file trace numbers and cleared dates directly into the confirmation field for Direct Pay transactions, eliminating manual lookup steps when verifying proof of payment.
Core Stability Fixes: Background maintenance resolved connection bottlenecks for Credit Portal SFTP uploads, eliminated balance cron query timeout errors, optimized secure cloud storage for GBC check return files, and enhanced support rep login tracking.
Centrex Smart App Builder — v1.5.2 Release Notes
Multi-file upload corruption: On any form with 3+ file-upload fields, the last file was silently replaced with a duplicate of another — no errors, and the CRM received the corrupted set. This has been fixed.
CRM Field element: Drop any field from the Centrex CRM — standard or custom — onto a form, and the plugin automatically builds the right input (text, dropdown, date, checkboxes, currency, etc.) and locks it to the correct CRM field. Removes field-name guesswork.
Composite Address field: A single drag-and-drop block for street/city/state/ZIP, with Google address autocomplete (optional), per-field CRM mapping, and US ZIP validation. This retires the old "address" field set we had that never worked correctly for data sources.
Co-applicant e-signatures: When a form captures co-applicant details, the co-applicant is automatically added as a second signer on the ClixSign document.
Security & Privacy: Closed a file-upload flaw that allowed an unauthenticated visitor to attach documents to any CRM contact (uploads are now bound to a per-submission token and validated server-side). Tightened permission checks on administrative actions.
Other fixes & improvements: Fixed drag-and-drop from the field palette onto the form canvas, and added auto-scroll when dragging up and down on long forms. Cleaner field palette with the CRM Field in the first position. Various layout and display fixes.