KamoCRM

The new-lead page's helpers: ZIP lookup, call-now check, licensing, call link, application invite

FeatureSecurityService
Shipped
November 13, 2026 at 9:38 PM UTC
Author
Kamo
Commit
31a06da

For the /leads/new "Call Capture" page: - GET /api/security/geo/zip/{zip}: city, state, county and IANA time zone for a US ZIP (GeoNames, CC-BY, bundled as geo/us-zip.tsv.gz; split-state counties take their own zone). - POST **************** may I call or text this person now (OutreachCheck.checkProspect), with their local time and, when not, why and when it opens. CREATE_LEADS. - GET **************** active members licensed in a state today and actively providing business, the rule a mortgage lead's offer follows. Ids only. CREATE_LEADS. - POST **************** attach the call the lead was taken on, through the linker's back-fill path (org and lead phone checked). pending when the call is not in the log yet. EDIT_LEADS. - POST **************** email a mortgage lead the published application, pointed at their loan officer (LOAN_APPLICATION_INVITE), and note it on the lead's history. EDIT_LEADS. All resolve the session first; the lead-scoped two also require the lead to be one the member could open.

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