KamoCRM

The borrower's workspace knows their loan team, lock, rate watch and what happened

FeatureSecurityService
Shipped
November 11, 2026 at 9:47 AM UTC
Author
Kamo
Commit
374b114

A new /mortgage-apps/{uid}/workspace surface for the MLOS borrower portal, gated like the application's own reads (staff who see the loan, or a party to it): - overview: loan number, status and its date, **************** dates, and the loan team (officer, assistant, processor, closer) with name, photo, NMLS, work contact and live presence. - rate-lock: LOCKED, EXPIRED (no longer silently shown as floating) or FLOATING, plus whether the borrower already asked about an extension; extension-request files that question for the loan officer. - rate-watch: the borrower's opt-in "tell me if rates drop" preference, mirrored as one open pricing condition so the loan officer sees it. Nothing sends automatically. - activity: what happened on the loan, from stored timestamps only (submission, status, conditions, accepted documents, locks, team assignments, closing scheduled).

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