Product Updates

Product Updates

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

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  • Changes 2026-Q3

    More Help for Staff, a Better Experience for Clients A client calls with a question. You need the right record, the right information, and a useful note when the conversation ends. Later, a supervisor needs to understand how that call went. Several of our biggest…

  • Introducing Call Quality Management in CMA

    A good client conversation can make a lasting difference. Clear answers, careful listening, and well explained next steps help clients understand their options and move forward with confidence. For supervisors, reviewing those conversations raises important questions. Did staff cover the required topics? Were the next…

  • CMA Assistant: Reflective Intelligence for Everyday Work

    Your CMA environment reflects the way your organization works, from task assignments and enrollment steps to document packages and creditor settings. As those workflows evolve, understanding how the pieces fit together becomes increasingly important for the people who rely on them every day. CMA Assistant…

  • More Time for the Conversation: Introducing CMA Voice and Call Assist

    The best client conversations rarely follow a script. A client may begin with one question, reveal another concern halfway through, and remember an important detail just before hanging up. Meanwhile, the person helping them is listening, searching for information, taking notes, and thinking about what…

  • Changes 2026-Q2

    CMA 26Q2 is now available, bringing a significant set of enhancements focused on integration, communication compliance, operational automation, security, and long-term platform maintainability. This quarter’s release introduces the new CMA Public API, expands communication preference and DNC management, adds inline client duplication tools, improves CallLog…

  • Changes 2026-Q1

    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…

  • Client Support Software Announces MISMO HCDS v1.1 Integration and Deployment for Client Data Import and Export

    February 26, 2026 – Client Support Software announced today that the MISMO Housing Counseling Dataset Specification (HCDS) v1.1 has been integrated and deployed in the Client Management Application (CMA) for both client data export and client data import. This release gives housing counseling agencies a…

  • Changes 2025-Q4

    CMA 25Q4 is now available, bringing a major set of improvements focused on helping teams work faster, communicate more effectively, and operate with stronger reliability and security. This release introduces new AI-assisted capabilities, expands automation and integrations, and includes numerous usability upgrades across the CMA.…

  • Changes 2025-Q3

    Q3 2025 brought some significant improvements and new features across our platform. This release focused on strengthening integrations, enhancing task and document management, and expanding support for debt resolution plans. Below is a breakdown of the most relevant updates. Major Additions MailGun API Integration We…

  • Changes 2025-Q2

    The latest update to Client Support Software’s CRM, Version 25Q2, brings significant enhancements designed to improve productivity, reporting capabilities, and overall user experience. Here’s a concise summary of the key additions, updates, and changes: Major Additions System and Component Updates Enhanced Features and Performance Improvements…