KamoCRM

A new mortgage Pipeline — open deals first, past ones a click away, and every deal managed from its card

Featurekamo-internal
Shipped
October 21, 2026 at 6:28 PM UTC
Author
Kamo
Commit
b05f77f

The Pipeline tab under a mortgage market is rebuilt around transactions: - Open | Past | All views (past = completed or cancelled), with counts - headline numbers that count up and double as filters: open transactions, loans in flight, volume in flight, closing in 30 days, need attention (past target close, or a denied loan) - a stage rail showing where the open deals sit; click a stage to filter - each deal is a card: progress ring around the borrower, stage, total amount, how many days to target close (amber soon, red overdue), and the loan officer; it expands in place to its loans - manage from the card: rename, assign/change the loan officer (the shared member picker), add another loan to the deal, remove a draft loan, copy the transaction number, open any loan - search ("/" to focus), loan-officer filter, four sorts, CSV export, Find loan, Board and HMDA LAR kept; guided-tour anchors kept - colours come from the org's brand; reduced motion respected Faster to open: - PrimeReact (its DataTable, theme CSS and icon font) is gone from the page — it was used here and nowhere else - every steward screen but the Pipeline now loads on first visit instead of all eight in one chunk - the last read is kept for the page's life, so coming back to the tab paints at once and refreshes behind it - PipelineView resolved a ?tab= deep link only in an effect, so the first paint mounted market 0 and started its loads before switching - pairs with SecurityService 7ca04ac3, which removes the N+1 queries behind both pipeline reads Steward tabs reordered: Pipeline, Documents, Pricing, Underwriting, Capital & Risk, Ingestion, Catalog — Governance, not in the requested order, stays last.

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