Live Change Log

chat-routing now returns the assigned officer's NMLS, title, photo, phone, email and whether they hold a valid license for the subject-property state, plus the ...

- WebChatIntegration CRUD threads salesAgentId (null clears the assignment) - lo-presence now returns the member's availabilityStatus alongside online, so the ...

- AiSalesAgentController (/api/ai/sales-agents): org-scoped CRUD + GET /templates - SalesAgentTemplateRegistry: built-in starter templates, beginning with a m...

Org-configurable AI sales agents: a named agent for a sales industry, programmed with a training context the org authors (from a template or by hand), assignabl...

- ManagedChatIntegrationService: lazily mint the org's platform-managed SPECIFIC_AGENT WebChatIntegration on first access. KamoMLOS is first-party: org resolv...

- createSupportSession takes a signed routingToken (not preferredAgentMemberId); verified via ChatRoutingTokenCodec + cluster internal.auth.secret, enforces ...

Foundation for making the reusable public-chat widget handle the KamoMLOS borrower->loan-officer variant securely, and for propagating lead reassignment into an...

PDF rate sheets are read by the org's configured vision provider. When none is configured the AI call fails the same way a model error does, so the console had ...

Two limits made org-configured vision unusable for whole classes of caller. 1. Vision was URL-ONLY. Every caller had to stand up public, provider-fetchable ser...

The Devices tab now has two sub-tabs. The existing PBX/softphone hardware table moves under "Phone System(s) Devices" unchanged; the new "Mobile Devices" tab M...

Backs the new "Mobile Devices" sub-tab under Settings → Features → Phone → Devices (its sibling "Phone System(s) Devices" stays on VOIPService and covers - GET...

The extractor now reads .xlsx/.xls and sniffs the format from the file itself, so the picker no longer restricts to CSV and the copy says plainly what is readab...

Rate-sheet ingestion existed end-to-end in the backend and none of it was reachable. This adds the one surface that walks the whole chain: upload an investor's ...

Investor rate sheets / LLPA + eligibility matrices / lock policies need somewhere to live: the ingest extracts from the blob, and the published rate-sheet versi...

Exposes the two new catalog promotion writes to the steward console under the existing MLOS steward gate, with organizationId server-stamped from the operator s...

personal phone or must be on a company-managed (Android Device Owner enrolled) device: - MobileDevicePolicy enum: PERSONAL_ALLOWED | COMPANY_MANAGED_REQUIRED. ...

MLOSIngestionService had no gateway presence, so no tenant could hand a rate sheet to the extractor and the candidates it stages had no reader on any reachable ...

New Identifiers tab in the mortgage steward console: paste an external number (loan number, MERS MIN, DU/LP/GUS case file, e-sign envelope...) and resolve it ba...

MLOSIdentifierService had no gateway, so the typed identifier plane (the routing gate every inbound vendor/agency/AUS/e-sign callback uses) was unreachable from...

Completes the owner-column lookups the MLOS identifier plane needs to route inbound callbacks: **************** (DU/LP/GUS run handle) and **************** Both...

The MLOS identifier plane resolves an inbound vendor/agency callback back to a loan; for OWNED_ELSEWHERE types the authoritative value lives on the OWNER's colu...

The borrower-facing half of the conditions loop: two generic checklist templates for the new condition notification consumer. Added to CANONICAL_KEYS with their...

GET **************** resolves the org by hostname (alias-fallback) and reports whether its account is in an active native trial, reusing **************** (now p...

Refactors PoweredByKamo into a fixed column stack and self-fetches /api/trial-status/{host} (proxy to SecurityService public trial-status endpoint), rendering a...

Self-fetches /api/trial-status (proxy to SecurityService public trial-status endpoint, resolved by login host) and renders an amber pill above the Powered-by pi...

A steward reviewing a THIRD_PARTY requirement (appraisal/title/flood) can now open the satisfying document. New binary Next.js route streams the per-loan authz'...

Completes the doc-review byte path started with the vault viewer. LOAN-collection imgs (appraisal/title/flood) are refused by the generic imaging endpoints (per...

Turns the conditions/docs stage into a real review loop. The member-documents proxy route now passes through non-JSON (binary) upstream responses instead of tex...

Uploaded vault documents (pay stub / Gov ID / bank statement) were write-only: the generic imaging byte endpoints refuse ACCOUNT_MEMBER_VAULT (per-party PII loc...

New Catalog tab in the mortgage steward console: seed a tenant's first priceable bundle with REAL investor + product identities (unblocks pricing), and inspect ...

Catalog was the ONLY MLOS bounded context with no SecurityService gateway, so a tenant's catalog could never be authored/seeded from the console and BorrowerQuo...

LoanSaleDeskPanel in the Capital & Risk Command Center: list investor delivery commitments (status filter), open a commitment **************** and per-commitmen...

MlosLoanFundedConsumer subscribes **************** (durable daemon-mlos-loan-funded) and forwards each purchase to SecurityService's /funded pipeline endpoint v...

- **************** generalized the eClose seam to a shared advance() + added POST /funded (CLOSED -> FUNDED on investor purchase). Same idempotent/at-least-on...

- MlosCommitment.boardedAt: in-system marker for a PURCHASED commitment's loans boarded to servicing (the external servicing-system handoff is the blocked leg...

Slice 2 foundation for the capital-markets loan-sale desk (doc 08) — the terminal origination stage. The shipped **************** had NO runtime consumer; these...

The DaemonService half of the eClose -> loan-file status seam. New MlosClosingCompletedConsumer subscribes **************** (durable daemon-mlos-closing-complet...

Closes the terminal lifecycle seam: a fully executed/notarized/sealed eClose package emitted **************** but NOTHING consumed it, so the loan sat at CLEAR_...

Splits the ClosingArtifact @PreUpdate WORM guard so the eClose vendor dispatch can move OUT of the assemble/advance transaction (doc 05 §6): the node commits FI...

Surfaces the RCE lock-vs-wait recommendation (Lock / Lock-with-steward-override / Do-not-lock) with rationale + a 'model uncalibrated -> steward decides' note w...

GET **************** (operator+org gated, org server-stamped) -> the RCE per-loan LOCK/WAIT/BLOCKED recommendation. The commit stays the existing human /locks a...

Surfaces the four notarized-leg categories with their vendor options (Proof/ DocuSign Notary, DocMagic/Snapdocs, eOriginal/DocMagic, MERS eRegistry/DocMagic) so...

- VendorCategory gains the four notarized-leg rails so the integrations tab can configure a per-org RON/eNote/eVault/MERS vendor (additive STRING enum, no CHE...

Residual-sweep UI: executed-PDF Download + delegation display + vendor-order event timeline; Offer-waiver/Record-validation actions on the AUS drawer; non-QM de...

- Disclosure: GET **************** (steward, LOS_VIEW_PIPELINE) + GET **************** (borrower party-scoped), both byte-relaying the executed PDF from ESi...

- GET **************** streams the executed (flattened) PDF for an org-owned envelope (404 until fully signed). - RecipientSummary carries **************** ...

Replaces the plain productId input with a product selector populated from the org's active catalog (non-QM products first, NON-QM chip), falling back to the pla...

GET **************** (operator+org gated; org-scoped by the downstream query, passthrough) → MLOSPricingService product list.

Steward console UI for the remaining audited gaps: - #3/#8/#12/#17 DisclosuresSection: Void live native envelopes; 'Refresh status' hydrates per-recipient sta...

- Void (#3): POST /esign-envelopes/{id}/void voids the live KAMO_NATIVE envelope in ESigService THEN mirrors the local stub to EsignStatus.VOIDED (stub demote...