- Shipped
- November 13, 2026 at 11:14 PM UTC
- Author
- Kamo
- Commit
- e33ef7a
The 1,800-line form is replaced by focused sections under app/components/leads/new: - Source row up top (Market, Vendor, Product, Assign To) — vendor and product stay required and visible, prefilled from what this agent last used in the market. - (1) Who, with ZIP filling city, state and time zone; (2) What They Want — the mortgage set the owner chose, or the market's intake fields; (3) How Hot — priority droplets (keys 1-4), Timeline, Rate Watch, Credit Opt Out; (4) Call Notes with dictation; (5) Then...; More Details collapsed (SSN for mortgage markets only). - Live Lead Card: builds as you type, local time and OK-to-call, agents licensed in the state, loan and LTV, assignee, and a Ready to Create meter. A sticky bar on mobile. - Paste to Fill through the org's assigned SI, only when SI is on and an agent is assigned. - Then... runs after create: call back (optional video link), start in stream, post notes, text from a saved text (contact-checked), email from a template, send the loan application, link the call. Each is offered only with its right; the success card lists every result. - Draft autosave and restore, Create & Add Another, Ctrl/Cmd+Enter. - The softphone's Create Lead opens the page with the caller's number and the call to link. - leadsApi.createLead sends priority, timeline, creditOptOut and rateWatch.