KamoCRM

Reorder steward tabs; fold Identifiers into a pipeline find-loan popover

Featurekamo-internal
Ya
4 Agosti 2026, 03:27 UTC
Mwandishi
kamo
Ahadi ya
5ce7f6a

Tab order is now Pipeline, Documents, Underwriting, Pricing, Capital & Risk, Governance, Ingestion, Catalog — Pipeline becomes the default landing screen. The standalone Identifiers tab is gone; its lookup lives in the Pipeline toolbar as a compact Find-loan popover: search by loan UID (default) or resolve any external identifier (MERS MIN, agency case #, e-sign envelope, etc.) to its loan, with a rich result card, the loan's identifier ledger, lifecycle history, and one-click open / show-in-pipeline.

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