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
• Contact Updates – Update existing CRM contacts by passing a contact ID via URL parameter
• 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:

• 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.

API Calls

• Plaid API – This API is called when a user interacts with the Plaid Link element to pass tokens between Plaid and the Centrex CRM.
  Production: https://api-app.centrexsoftware.com
  Staging: https://api-staging.centrexsoftware.com
  Dev: https://app-gateway-centrex-dev.azurewebsites.net
  Privacy Policy: https://www.centrexsoftware.com/privacy-policy/
• Centrex API – This API is used when a front-end user submits the form to send the form data from your WordPress website directly to the CRM.
  Production: https://api.centrexsoftware.com
  Privacy Policy: https://www.centrexsoftware.com/privacy-policy/