KamoCRM

Tell a loan officer when a borrower applies through their own link

Featurekamo-shared-library
Shipped
November 12, 2026 at 12:00 AM UTC
Author
Kamo
Commit
50cee38

Two new canonical templates for the public loan application, sent to the officer a referral link named when the lead is assigned straight to them: **************** (DIRECT_APPLICATION_ASSIGNED) **************** (DIRECT_APPLICATION_COMPLETED) DirectApplicationEmail builds both variable maps: borrower name, phone, email, purpose, property ZIP/state, any figures given, an In Progress / Completed badge, and a brand-coloured button to the lead. PersonNames.displayCase prints a name stored in one case properly ("mark mcgarry" -> "Mark McGarry"; Mac, O', hyphens, particles, suffixes) and leaves mixed case alone. **************** now uses it, so every letter cases names one way.

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