KamoCRM

Every deal role works like the loan officer, and the MLOS's own walls hold SI moves

FeatureSecurityService
Shipped
November 1, 2026 at 5:23 AM UTC
Author
Kamo
Commit
d7e7785

DealRoleService is the one door for who works a deal: a member or SI per role, with who assigned it and when, on the deal's timeline. The loan officer stays on the deal and its writer, so the originator and every report are unchanged, and MortgageLoanOwnership answers for any role. PUT and DELETE **************** with the loan officer's existing door kept. MlosSiActGuard.moveHold puts an SI's moves behind StageWallRegistry, kill switches and the stage's autonomy posture, so closing, funding and denial are a person's whatever rights the session holds. An SI's stage move stops at the lead. MlosSiInitiativeInterceptor also holds an SI's unasked role change (LOAN_ROLE_CHANGES) and its work on a linked loan (LOS_LINKED_LOAN_WORK). Streams need LOAN_STREAM_MOVES to move a loan, never reach closing, funding or denial, and ask /work-check before acting. Existing document and checklist automations skip linked loans unless the lender allows them.

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