KamoCRM

One license editor for loan officers — Team Members column + filter, profile, Institution tab

Featurekamo-internal
Shipped
November 11, 2026 at 10:00 PM UTC
Author
Kamo
Commit
5faf5a2

For a mortgage business (a mortgage lead market or a Mortgage line of business): - Team Members gets a License column (Not Licensed / Valid / Partial Expired / All Expired) and an All · Licensed · License Expired · Not Licensed filter. Clicking a status opens the license editor. - LicenseManagerDialog: the reusable editor. Interactive state tile map, NMLS ID with an NMLS Consumer Access check, per-license countdowns and period bars, one-click renew, same-dates-for-all, Taking New Business switch, undo on remove, discard guard, read-only mode, org brand colours, reduced motion. - My profile's inline licensing table is replaced by the same editor. - The mortgage Institution tab keeps the company's licenses (NMLS_MLO removed there) and gains Loan Officer Licenses, which reads and writes the same per-officer registry. Lead acceptance and the MLOS legal gate read it too. - Help: How to Manage Loan Officer Licenses, linked from all three screens.

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