KamoCRM

Market agreements, the Lender Agreements rail, subscription envelopes and signed-copy filing (MS phase D)

FeatureSecurityService
Shipped
November 14, 2026 at 9:18 PM UTC
Author
Kamo
Commit
5ff3832

- **************** list / set Used For + default / remove / send by hand. Read: market setup or Edit Documents; change: both (replaces **************** - Mortgage: GET **************** (the picker); envelope create now refuses BEFORE writing: borrower without email (named), no E-SIGN consent (staff sends too), no agreement picked for Kamo eSign (fixes NO_TEMPLATE), a required role nobody fills. Native sends bind signers by role (Borrower, Co-Borrower n, Loan Officer, Lender), pass Fill From values from the loan, and use LOAN_AGREEMENT for the Lender Agreements set. - BORROWER_LENDER_AGREEMENTS switch (off by default): Application Taken sends the market's default Lender Agreements. - Subscription activation sends the market's default agreement as a real envelope (Customer role) after commit; the fake send/accept and the four template endpoints are deleted; agreement history HTML is sanitized. - **************** syncs disclosure stubs, marks subscription agreements accepted, files signed copies to the loan's or the account's documents (once). - One-shot conversion of the retired raw-HTML template (1 live row) into PDF agreements.

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