Centrex Smart Web Form Builder

The Centrex Smart Web Form Builder allows you to build web forms on your WordPress website where all the data and docs collected via that web form builder will be fully integrated into your Centrex CRM, LOS, or Mobile App. Though any web form can be built using the Centrex Smart Web Form Builder, most Centrex customers build forms for borrowers looking for money, Brokers or ISO's looking to partner up and do business, and/or investors or syndicates looking to invest in your business finance or fintech company. Features

• Drag-and-Drop Form Builder - Build forms visually in the WordPress admin with an easy-to-use interface
• CRM Integration - Form submissions are sent directly to your Centrex CRM account
• Multiple Field Types - Text, email, phone, date, number, textarea, dropdowns, checkboxes, radio buttons, headers, and paragraphs
• Field Sets - Quickly add common field combinations like name, email, phone, and full address
• Custom CRM Field Mapping - Map form fields to your Centrex CRM custom fields
• URL Pre-Population - Dynamically populate form fields from URL parameters
• Shortcode Support - Embed forms anywhere with [centrex_smart_app id="123"]
• Gutenberg Block - Native block editor support with form picker and direct edit link
• WPBakery Integration - Native WPBakery Page Builder element
• Configurable Logging - Debug form submissions with built-in error, info, and debug logging
• Email Fallback - Form data sent via email if API submission fails

Premium Features Upgrade to Centrex Smart App Builder Premium to unlock:

• Contact Updates - Update an existing CRM contact from a link, with identity verification before the form is shown or submitted
• File Uploads - Allow users to upload documents with drag-and-drop file upload fields
• Multi-Page Forms - Split long forms across multiple pages with page break fields
• Conditional Fields - Show or hide fields based on other field values
• Plaid Bank Linking - Integrate Plaid for financial account verification
• Clixsign Document Signing - Send documents for digital signature after form submission

Docs and Support If you have any questions regarding the Centrex Smart Web Form Builder you can email support@CentrexSoftware.com. You can also view the Centrex webpage here for the Smart App Builder to purchase the premium version of this plugin. We Need Your Feedback and Support The quality and upkeep of the Centrex Smart Web Form Builder relies heavily on good feedback from Centrex customers and users. If you have an idea or would like the dev team to make an enhancement, please email support@CentrexSoftware.com, and they will assist with your idea or requirement. Privacy Notices With the default configuration, the Centrex Smart Web Form Builder does not:

• Track users by stealth
• Write any user personal data to a database outside the Centrex CRM/LOS
• Send any data to external servers unless using the Plaid element in the premium form builder
• Use Cookies

If you have configured the Centrex Smart Web Form Builder in such a way where it is pulling financial data and/or credit data, then IP addresses and sessions are created and stored. To keep your customers' financial and credit data secure, the Centrex Smart Web Form Builder will communicate with a Centrex owned, SOC II Type II compliant Microsoft Azure server. The vendors that require a Microsoft Azure secure connection are:

• Plaid
• Meridian Link
• CLEAR

We highly recommend having a privacy policy disclaimer on your web form near the call-to-action button.

1.6.3: July 27, 2026 Reliability update for forms that submit to a data source. Fixed

• Intermittent fault that could record a single submission twice.
• A submission is now only counted as successful when the data source confirms it with a contact record.

1.6.2: July 20, 2026 Maintenance and hardening update. Changes

• "Contact Updates via URL" now lives in Centrex Premium, where updating an existing contact is paired with identity verification. Forms in the free plugin always create a new contact, and existing forms are switched to create-only on update.
• Logging is off by default, log files are kept in a protected directory, and any existing log files are cleared during the update.
• When a submission cannot reach the CRM and falls back to email, the applicant is now told their information was received and is pending, rather than shown a success message.
• General security and privacy hardening across form submissions, logging, and administrative actions. Note: if you relied on updating existing contacts by URL, that capability now lives in Centrex Premium.

1.6.0: July 1, 2026 Maintenance and feature update that brings the free plugin in line with the latest Premium release. New

• Duplicate any field in the form builder. Hover a field and click the Duplicate button to clone it (options, width, required flag, and conditional rules included).
• SSN and EIN field types (Text subtypes) with auto-formatting masks and clean-digit submission to the CRM.
• Number and Currency field types, with dollar sign and comma formatting on Currency.
• Auto-generate a field name from its label. Improved
• The builder now warns before saving a co-applicant field whose name would not map at the CRM.
• General cleanup to reduce the plugin size.
• Security hardening: CSRF nonce protection on the contact-fields endpoint, output escaping, and direct-file-access guards. Fixed
• PHP 7.4 compatibility fix on the form submission path.
• Form builder reliability fixes (drag-and-drop, legacy date fields).
• Deleting the free plugin no longer removes your forms or settings when the Premium plugin is still installed (both use the same data).
• Hardened the admin form save, clone, and delete actions with stricter request validation.

1.5.0: March 23, 2026 Complete rebuild of the plugin. This is a major release that replaces the original v1.0 architecture with the same codebase that powers the Centrex Smart App Builder Premium plugin.

• New drag-and-drop form builder with modular architecture
• Undo/redo support with full history stack
• CRM field mapping with searchable dropdown
• Field sets and presets for common fields (name, email, phone, address)
• URL pre-population for hidden and visible fields
• Contact update support via URL parameters
• Form settings flyout panel with organized tabs
• Gutenberg block editor support with branded placeholder and edit link
• WPBakery Page Builder integration
• Configurable logging with three log levels
• Forms list page with clone, delete, and copy shortcode actions
• Clean data removal on plugin uninstall

1.0: October 21, 2021

• Initial release