Adam Olszewski
Articles
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2025-09 Release Notes
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 rea...
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2025-08 Release Notes
We are pleased to announce the following product updates for August 2025. This month's product releases introduce a wide range of new features, and improvements to existing functionality. For a com...
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2025-03 Release Notes
2025-03 Release Notes This month's edition highlights changes focused on making your sales and servicing operations more streamlined and cost-efficient. For a comprehensive view of all the new feat...
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2025-02 Release Notes
2025-02 Release Notes This month's edition highlights changes focused on making your sales and servicing operations more streamlined and cost-efficient. For a comprehensive view of all the new feat...
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2025-05 Release Notes
This month's edition highlights changes focused on making your sales and servicing operations more streamlined and cost-efficient. For a comprehensive view of all the new features released, click t...
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MS Entra Single Sign On
This article was developed to describe the use of Microsoft Entra (formerly Azure) as a single sign-on tool to log into the Centrex CRM. It is organized into the following sections: Overview Cr...
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Syndication Best Practices
Syndication Best Practices and Notes Always add your own company as a participant on every deal. Even if you have no other participants, put your own company as the 100% participant. All syndicate...
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Account Adjustment and Client Refund Use Cases
This article will describe the account adjustment and client refund transaction types depending on the action you are trying to accomplish. ACH Debits will only affect RTR balance in either of two...
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Sending a Lender Submission Via Email
This article describes how to send a lender submission via email. Assumptions: This would be under the assumption that you already have set up your lender in the Lenders tab in the CRM. For inform...
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How to Add Syndicate Partners for Syndication
This article describes the process of adding syndicate partner companies and their banking information and explains how to add the syndicate user to the Centrex CRM system. Initially, when viewi...