KamoCRM

Loans You Offer, Pricing & Selling, After Closing and Borrower Experience cards (MS phase F2)

Featurekamo-internal
Shipped
2026년 11월 15일 오전 12:09 UTC
Author
Kamo
Commit
16ec60a

Each card of the four tabs gets its own redesigned view on the Settings › Mortgage shell, replacing the market page's old sections (deleted). Full width throughout: card grids whose column count grows with the area, editors beside sticky worked examples, lists that refresh in the background after every save (no section blanking), plain words and people's units (percents with dollars on a real loan; no codes, ids or JSON), confirmations before every removal, read-only when the member's access is READ. - Loans You Offer: Loan Programs (the one catalog — switch, channels, kind, scheduled changes, a later start day; keeps the `mortgage-programs` tour anchor) + room Loan Types Kamo Handles (rules as sentences, the built-in behavior in words, Try A Loan); Where Loans Come From (program × channel grid + exceptions in plain sentences); Credit Rules (rule builder from the server's vocabulary — fact, test, value, action, scope everyone / one investor / one program — with the Credit Rule Holds switch as a linked row); Underwriting Conditions moved here from /settings/los/ condition-templates (route deleted; the Pipeline's button opens the card, shown only where it opens). - Pricing & Selling: Your Pricing (margin, re-price band, rounding, servicing release premium table, worked dollars, versions + start day, Publish held until valid); How You Sell Loans (execution + desk switches with the desk's live "what changes" preview, portfolio variant, one atomic business-type save); Investors (card grid + a record page per investor: terms, delegation default beside program overrides, overlays, delivery and commitment rules with pair-off terms, confirmed archive); Funding Limits (warehouse line, hedge range only while hedging, rate-sensitivity limit only for kept loans, concentration limits from pickers, today's use); Loan Revenue & Cost (rename, drag reorder, archive / restore, "bring back the archived one" prompt). - After Closing: Who Services Your Loans (servicing config, serviced-book tiles, servicing switches linked) and Payments & Escrow / Collections & Hardship / Passing Payments On, each editing its slice of the one effective-dated servicing policy beside the servicing engine's live worked examples (late fee in dollars, escrow, collections timeline with Reg X dates, remittance periods and a sample split). - Borrower Experience: Borrower Guide redesigned with a sticky live portal preview; Agreements mounts the shared AgreementsPage with room for the designer, its auto-send row now links to the switch (new `autoSendHref` prop). - Card kit (`settings/mortgage/kit`): ViewKit, useLive, money/day helpers, ChoiceCards, fields, useMortgageProblem (A's error contract incl. 202 pending approval); configKit trimmed to what the Connections cards still use.

All changes

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