CMA 26Q1 is now available, bringing a broad set of enhancements focused on usability, visibility, security, and operational reliability. This quarter’s release introduces major improvements to the Client Portal and CMA interface, expands reporting and dashboard capabilities, strengthens file-processing and banking workflows, and continues the modernization of our AI and development tooling. The result is a more flexible, modern, and dependable platform for teams managing client workflows at scale.
A More Modern and Flexible User Experience
This release includes several significant user-interface improvements designed to make CMA easier to use day to day.
Dark mode support is now available in CMA, supported by broader theme and color compatibility updates across the application. This includes new Theme Settings, dark-mode-safe styling tokens, updated logos, and compatibility improvements in dashboards, dropdowns, workflows, and list views. Users can also take advantage of a customizable Navigation Pane, including saved preferences and wider layout options, plus refreshed navigation icons and broader CMA UI refinements that improve consistency across screens.
The Client Portal also received a meaningful upgrade this quarter. A refreshed portal UI improves the overall experience, and organizations can now configure a grace window for Complete and Incomplete clients, allowing portal access to remain available for a defined number of days after a client reaches a terminal phase. This gives teams more flexibility in managing client transitions while improving visibility into portal access timing.
Guided Tours were also added to help users learn the system more efficiently and reduce onboarding friction for new team members.
Better Visibility into Client, Payment, and Operational Data
Q1 introduced several new tools to improve insight into both client progress and system activity.
A new Debt Journey experience gives teams richer payoff information, simulations, and visualizations directly within the client creditor workflow. Supporting enhancements this quarter also improved projected payoff calculations, clarified calculation notes, and expanded related account details, making this area more useful for both analysis and client communication.
On the reporting side, CMA now includes expanded LMA and DMA dashboards, including a new DMA Executive Dashboard and broader KPI and reporting support. Performance tuning for key LMA and DMA queries also improves responsiveness in high-usage views.
Operational visibility improved as well with new CMA Job Failure and Recovery Alerts, giving administrators clearer incident-style reporting for scheduled job failures and recoveries. This release also added more audit-log access links across administrative records, making it easier to investigate configuration and system changes.
Stronger File Processing and Payment Traceability
Several Q1 changes focused on improving traceability and control in payment and disbursement workflows.
CMA now supports Payment History batching and Disbursement History batching, with new link tables and report enhancements that make it easier to track which outbound history files are associated with payment and disbursement records. Users can filter reports by history file, view linked files directly from records, and move more easily between file history and related transaction detail.
Bank-file support was also expanded with PGP encryption and decryption for bank output and return files. Additional ACH, Positive Pay, and bank-processing improvements were delivered throughout the quarter, helping strengthen secure file exchange and reconciliation workflows.
Expanded Standards and Integration Support
For housing-focused organizations, CMA now includes MISMO Housing Counseling Data Specification v1.1 import and export support. That addition enables standards-based XML exchange for client data and aligns CMA with emerging interoperability requirements in the housing counseling ecosystem.
Additional integration-oriented improvements this quarter include JSON payload support for WMA, updates to USPS address lookup handling with internal fallback support, and continued refinement of lead and campaign data handling.
Continued AI and Developer Tooling Modernization
Q1 also delivered a significant round of AI and engineering improvements.
CMA’s AI capabilities were modernized through updates to the AI Builder experience and migration of active LLM workflows to newer response patterns. The platform also standardized model naming around GPT 5.4 and GPT 5.4-mini, improved structured results and live progress handling, and unified parts of the AI Builder user experience across document, task, and note workflows.
For development and maintainability, the quarter added a VS Code extension to manage DocumentTemplates, expanded JavaScript unit testing, improved CI tooling, and continued broader modernization work across the codebase. These changes support faster iteration, stronger validation, and better long-term maintainability.
Security, Reliability, and Platform Updates
As with recent quarterly releases, a substantial portion of the work in 26Q1 focused on making CMA more secure and more dependable in production.
This quarter included Codex security audits, multiple hardening changes across portal, MFA, file import, reporting, and administrative workflows, and a broad set of vulnerability fixes and authorization improvements. CMA also received platform and dependency updates including FreeBSD 14.4-RELEASE, PHP 8.5.4, and htmldoc 1.9.23, along with numerous Composer and npm package upgrades.
These behind-the-scenes changes are critical to keeping CMA stable, supportable, and secure as the platform continues to expand.
Additional Highlights
CMA 26Q1 also includes many smaller but meaningful improvements across the platform, including:
- Bureau Creditor Mapping tools for bulk relinking
- AreaCode table updates
- Enhanced password setup and portal security flows
- New navigation icons and usability refinements
- Audit log links across more administrative edit screens
- Better WMA field handling and payload support
- Ongoing query optimization and report improvements across LMA, DMA, and related workflows
Closing
CMA 26Q1 is a substantial release centered on a more modern interface, stronger operational visibility, more secure and traceable payment workflows, deeper standards support, and continued investment in reliability and development tooling. From dark mode and client portal enhancements to MISMO support, dashboard expansion, AI modernization, and security hardening, this quarter’s changes are designed to help organizations work more efficiently and serve clients more effectively.