KamoCRM

The Mortgage Settings section of the Help Center, an article link on every card, and the tour on the new pages (MS phase H)

Docskamo-internal
Shipped
November 15, 2026 at 1:30 AM UTC
Author
Kamo
Commit
53532f8

Help Center (tools/help-center, authored, members): - New section workspace/mortgage-settings: How Mortgage Settings Are Organized, The Mortgage Setup Interview, Two-Person Approval, Your Mortgage Company, Company Licenses And The License Map (60/30/7 reminders), Loans You Offer, Credit Decisions On A Loan (fired credit rules, investor/agency sign-offs, the two hold switches), Pricing And Selling Loans, The Hedge Desk, After Closing Settings, The Borrower Experience, Mortgage Automation And SI (SI What-If, Safety Floors), Mortgage Connections (Company Directory, partner company pages). Written from the views, the dictionary and the services on main. - **************** the rebuilt Agreements for every line of business. - Extended: Mortgage Automation Switches (+9 switches it lacked: credit-rule and sign-off holds, hedge alerts, pair off fallout, lender agreements, vendor findings/results, closing docs, prices), Loan Servicing (What each option means -> After Closing Settings), Service Providers (restructured to the floor's nine sections, who can see it, two-person approval; Instant updates anchor kept). - manifest/relations: only the new entries spliced in (a full rebuild drifts unrelated articles). - Tests: **************** the switch-count test follows configTypes. App: - mortgageHelpArticles.ts maps every tab, card and Overview page, plus rooms (License Map, Loan Types, SI What-If) and record pages (investor, partner company) to an article heading; SectionTips picks the room/record place. The test holds every key and heading to the map and the articles. - Guided tour (mortgage): new steps settingsOverview (/settings/mortgage/overview) and automation **************** the Compliance step's anchor is now a literal **************** + data-screen (the ternary was invisible to the catalog test).

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