KamoCRM

View Own Mortgage Loans right; loan reports scope to the member's own loans

Featurekamo-shared-library
Shipped
October 28, 2026 at 5:28 AM UTC
Author
Kamo
Commit
32d8a92

MLOS_VIEW_OWN_LOANS (660) is the new root of the mortgage rights: it lets a member see and work the loans they are the assigned loan officer on. View Mortgage Pipeline (139) now means all of the organization's loans, and the write rights (140-144) hang under the new root, so holding a write right no longer implies seeing every loan. New organizations' Team Members role is granted the new right; the Administrator role is grant-all and keeps all loans. The 12 loan-level mortgage reports accept the new right and narrow their rows to the caller's own loans; the 6 organization-wide reports (HMDA LAR, edit checks, fair lending, call report, licensing, config changes) still require all loans.

All changes

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