See What’s New: 2Q2025 Product Enhancements from Global

As part of our ongoing commitment to innovation, transparency, and operational excellence, Global is proud to share our 2Q2025 product release notes for both Global CORE and Global Prime CRM.

These updates incorporate direct feedback from our partners and our ongoing efforts to address real challenges that DSPs encounter daily. From automation that accelerates DAA processing to CRM improvements that streamline negotiations, workflows, operations, and third-party integrations, these enhancements aim to save time, reduce risk, boost conversion, and unlock new revenue opportunities.

Highlights include:

Global CORE Product Release Notes 

Release Name: Global CORE 2Q2025 
Release Date: April, May, and June 2025 
Product Areas Affected: Client Onboarding, Core Payment Processing, Client and DSP Portals 

Summary 

In this release, Global introduced a new automated processing workflow for Dedicated Account Agreements, improved back-end system reliability, and updated UIs to enhance both the DSP and Client experience. The launch of our new automated DAA review demonstrates our commitment to innovative solutions that drive better business outcomes for our partners.  

New Features 

Feature Description User Impact Business Benefit 
DAA Automation Automated review and decisioning for Dedicated Account Agreements  DSP ops & Global New Accounts Near instantaneous DAA review and workflow simplification 

Improvements 

Global Prime Product Release Notes 

Release Name: Global Prime 2Q2025 
Release Date: April, May, and June 2025 
Product Areas Affected:  Automation, Partner Integrations, Lead Intelligence, Legal Ops, Workflow Optimization 

Summary 

The 2Q2025 release emphasizes enhancing operational automation, smarter integrations, improved legal and compliance workflows, and measurable upgrades across the CRM experience. These updates aim to reduce manual work, accelerate customer and lead processing, boost agent productivity, and increase client transparency. Developed in close collaboration with client feedback and market trends, this release supports our dedication to building the most robust and intelligent CRM for debt settlement providers. 

New Features and Enhancements 

1. Expanded Integrations 

Feature Description Impacted Users Business Benefit 
Equifax Integration Credit pulls directly from Equifax within CRM. Sales, DSP Ops Reduces verification time by 30–40%; improves qualification speed. 
Endertech Integration Automatically syncs new lead submissions with enriched data. Sales Teams Eliminates manual entry and delays. 
Shape CRM Integration Two-way sync of lead data and status updates. Sales, Partner Managers Enables real-time follow-up and automation triggers. 
Leadsweep + ViciDial + Squeeze Intelligent lead routing based on idle time and call activity. Sales Teams Increases lead conversion and response speed. 
Loanosity Integration Enables DSPs to offer loans to enrolled and eligible customers. Service Agents Enables DSPs to graduate customers faster through loan options, unlocking new revenue streams. 
Loan App Form (Kuber, EVVO, etc.) Unified loan intake during the enrollment process inside CRM. Sales Agents Enables DSPs to pick the right product for the leads during the enrollment. 

2. Workflow Automation & Admin Control 

Feature Description Impacted Users Business Benefit 
Bulk Customer Tag Upload Apply or update tags in bulk via CSV. CRM Admins, Configuration Team Increased productivity and reduction in manual error. 
Auto Tagging by State/Status Automatically assigns tags based on customer lifecycle rules. CRM Admins, Ops Ensures consistency across workflows and reporting. 
Negotiator Task Automation Distributes tasks based on creditor hierarchy and delinquency age. Negotiation Teams Improves settlement assignment and drives more settlements 
IP Access Control Module Restrict access by user role and IP range. IT Admins Provides controls to manage login security for distributed teams. 

3. Communication Enhancements & Security 

Feature Description Impacted Users Business Benefit 
Agent DID Override Agents can place calls from personal direct dial numbers. Sales & Service Agents  Personalizes communication and improves connection rates. 
Automated Settlement Delivery Sends offer terms via client portal using approval logic. Service Agents, Clients Speeds up approval by ~50% and reduces call volume. 
Secure Portal Messaging Attachments removed from emails and accessible only via portal. Clients, Admins Improves data protection and reduces risk of email leaks. 

4. Reporting and Legal Operations 

Feature Description Impacted Users Business Benefit 
Lead Conversion & Debt Change Reports Tracks on how lead data evolves over time. Sales Managers Enables performance reviews and attribution. 
Attorney Workspace Consolidated module that Attorneys can use to track tasks and cases. Legal Teams Boosts productivity and shortens ticket turnaround. 
Historical Settlement View Full timeline of settlement offers and actions. Admins, Legal Supports audits and client case reviews. 
Agent Phone Status Reporting Adds granular phone status logs and pause tracking. Ops Managers Enhances accountability and productivity analysis. 

5. API & Platform Improvements 

Feature Description Impacted Users Business Benefit 
Leads API Expansion Includes income, expense types, co-customer data, and custom tags. CRM Admin Allows richer lead ingestion and partner syncs. 
Backend Performance Enhancements Faster page loads and optimized task routing. All Users Improves system responsiveness and reduces load time by ~30%. 

These enhancements highlight our ongoing commitment to delivering meaningful, partner-driven innovation. Whether you’re aiming to improve operational efficiency, increase agent productivity, or better serve your clients, Global’s platform continues to evolve to meet your needs and drive results. 

Call Premier Support or contact your Global Account Executive to schedule a personalized demo with our sales team.