KamoCRM

Servicing on the loan page and the mortgage console, and the structured servicing policy

Featurekamo-internal
Shipped
November 14, 2026 at 9:30 PM UTC
Author
Kamo
Commit
e3d00cb

- A Servicing section on each funded loan **************** balance, next payment, escrow and standing tiles; payments with their split and Reverse; fees with Waive; the coming twelve payments; escrow bills, bills due and the yearly review with a month-by-month chart and Apply; borrower protections and military service (SCRA); the collections log saying what happened to each step and why; hardship requests routed by authority; payoff statements. Dialogs for every act, each refusal shown in the server's own words. A funded loan not yet boarded shows everything boarding would record, correctable, and boards in one press. - A Servicing tab on the mortgage console: the SERVICING work queue (filter by kind, open the loan, done or dismiss with a note), the serviced book by standing, and remittances with Mark Sent; shown where the business type services (the SERVICING queue). - The proxy routes /api/security/mlos/servicing and /servicing-settings, and servicingApi (incl. the After Closing cards' summary and worked-example reads for phase F2). - Eight After Closing automation switches mirrored into the Automation tab under their own group. - The old Servicing policy section edits the structured fields (collection steps, late-fee cap, escrow cushion, delegated months, remittance frequency and day, servicing fee) in place of the two free-text boxes. - Help: a Loan Servicing article and topic, and the eight switches in the automation article.

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