Welcome to the August 2026 update for Centrex Software. We are excited to share recent enhancements.
These updates are organized into the following sections:
- Centrex CRM Updates
- Security and Platform Updates
Centrex CRM Updates
Customize Co-Applicant Status Synchronization: Account administrators now have full control over how co-applicant status updates are handled. A new opt-in setting allows teams to enable or disable automatic status mirroring between primary applicants and co-applicants, protecting custom team workflows from unintended task triggers.
Select Team Members Fast in Loan and Advance Submissions: Adding CC and BCC recipients to loan and advance submission emails is now effortless. The updated email fields feature smart dropdowns filtered by your organization hierarchy, allowing users to pick team members quickly or manually enter external addresses.
Search and Filter Contacts Using EIN and DBA Identifiers: Locating commercial clients is faster than ever with dedicated, searchable EIN and DBA fields. These standard identifiers now appear across search tools, forms, client dashboards, and report builders, making business-to-business record retrieval seamless.
Receive Instant Notifications for Loan Assignments: Stay updated on your workload with real-time loan assignment alerts. CRM users can opt in to receive instant notifications whenever a loan file is assigned or reassigned to them, helping representatives take immediate action without manually monitoring dashboards.
Security and Platform Updates
Track API Key Resets with System Audit Logs: Super Admins can now maintain complete visibility over API security rotations. The system activity log automatically records key refresh events with timestamps and user details, helping technical administrators instantly correlate credential updates with integration changes.
Enhance System Stability and Build Performance: We have streamlined system build architecture and expanded automated test suite coverage behind the scenes. These platform optimizations reduce update risks and improve overall portal performance and release reliability.