The assign tool names any deal role
mlos_assign_loan_officer keeps its name, so the charter and audit stay readable, and takes an optional role from the one catalog. Closing Scheduled leaves mlos_...
Every deal role works like the loan officer, and the MLOS's own walls hold SI moves
DealRoleService is the one door for who works a deal: a member or SI per role, with who assigned it and when, on the deal's timeline. The loan officer stays on ...
One model for who works a deal, and one list of walls
Deal roles: LoanPartyRole is the catalog, DealRoleAssignment holds a member or SI per role with who assigned it and when. The loan officer stays on the deal, so...
Lead tasks and a lead picker on the briefing, and nav entries for the SI's floor work
A person's own to-do is a task on the lead, so the briefing's own store of them is gone, and so is its stale setting: it uses the cockpit's. Nav gains the brief...
A capture's lead note, and a floor duty changes only from its own settings
One meaning of stale, a capture's lead note, and a lead's list lines close when it is called
Pick saved templates on stream steps, record text consent, set email hours
A text step starts from a saved text. An email step can be a saved email, previewed inside the org's template. The lead's contact card records consent to automa...
One outreach decision, email hours, and saved emails in the streams contract [skip ci]
Do Not Contact's stop commits
LeadService runs it after its own commit, where a plain transactional call joins the finished transaction and the write is lost without an error. It now runs in...
Only write to an owner about domains they have verified
An unverified domain is only a name someone typed in, and the letter's steps assume its owner controls the DNS. Such a domain now counts as nothing to do, so an...
The agent gate also asks OutreachCheck about a lead
Stop all outreach, lead status, the lender's switches, do-not-contact, the organization's hours and text limits now hold for an SI's outreach as they do for a s...
A stream's email wears the org's email template, and can be a saved template
The same compose wrap a drip's email gets. A saved template's HTML goes as it stands, with the compliance lines a written email gets.
Record text consent on a lead, keep email hours, and give OutreachCheck the consent records
One decision: consent records in OutreachCheck, named email hours
An automated text now needs SMS consent on record, read from the contact state the SI's gate reads, on the lead or on a number it holds, and an opt-out there re...
Lead status replaces call outcomes on the Contact card, calling and goals
The Contact card is facts only: last attempt, last conversation, Stop all outreach and consent. Contact rules loses its outcomes section. In calling, the one-cl...
A floor duty's own bookkeeping asks no approval
A supervised SI asked a person to approve its briefing, which would mean an approval per email in triage. These writes are the duty the org set up; si_briefing_...
Lead status is the one control for what came of a call
Each LeadStatusType carries an optional fixed contact meaning, and a neutral Contacted (107) covers a conversation with no other status. LeadStatusLabel words t...
A press on a call sets the lead's real status, and every path keeps the stage
The stage follow moves out of LeadController into a LeadStatusFollower that LeadService calls after commit, so autosave, automation, the public application and ...
Show due callbacks on the call list, and drop the Follow-ups pane
Follow-ups Due repeated Leads Needing Action, so it goes. A member's stored choice and place for it now read as Leads Needing Action.
A call on the floor resolves the lead's due callbacks
My Call List shows those callbacks too.
Occupancy is a lead field; priority and timeline stay grid fields [skip ci]
Show and filter occupancy from the lead on a mortgage board
Board cards, the filter bar and the calling order read LeadClaimMortgage occupancy, using the lead page's words and one shared option list.
The grid row and filter read a lead's own occupancy
Adds propertyOccupancyId to the list row and the grid query, from LeadClaimMortgage, so the board needs no second field.
One place for targets on every screen
Call floor settings keep the ordering and the choice of tiles, and send people to Goals & Cockpit for targets. Goals gain "Everyone, each" and chosen call outco...
Goals read the shared dial count, and each-member goals
A call figure now comes from DialTally, so Home and the scoreboard agree: opening the dialer alone is no longer a call, and first-text time is the middle time r...
One source of targets and one count of the floor
OrgGoal is now the only place a target lives, so it gains EACH_MEMBER for a number everyone is held to and outcome ids for a goal on chosen call outcomes. DialT...
Going quiet also reads the communication record
The contact rollup has no history from before it was added, so every older lead read as quiet, including ones called this week. A lead is now quiet only when th...
No next action reads a lead's real tasks
The Tasks tab lists checklist items linked to the lead, and LEAD_TASK is the table those migrated from, so a lead with an open task still read as having nothing...
Briefings, the capture inbox, email triage and the owner's switch for SI loan access
Sales floor M11. A settings tab sets them up, and members work them on their own pages. Everything starts off.
The sales cockpit, goals and per-loan money
Six home panes on the existing launchpad: my call list, follow-ups due, no next action, going quiet, my pipeline and my targets. They take the Leads Needing Act...
Put back this file's line endings
The last commit changed them by accident; no code moves here.
The call floor, the scoreboard, its TV display and settings (M9)
A floor member works one lead at a time from a ranked list, with one press to dial and one to say how it went. A provider with no softphone gets the number in i...
The cockpit, goals and per-loan money
A member's call list and pipeline counts, an organization's goals measured from the permanent records, and a loan's revenue and cost in the organization's own c...
Goals, the cockpit switch, per-loan money, and rights 681-683
Goals name a metric, a target and a charter period for the organization, a team or a member, and every figure is measured from a permanent record. Revenue and c...
The SI's floor tools, and the optional loan statuses on the MCP tools
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