Live Change Log

Five for someone on the phones: Next Best Lead, Speed-to-Lead Clock, Waiting on Me, Today's Streak and Best Time to Call. Five for whoever runs the floor: Floor...

The contact tracker now announces each communication on the floor's domains, so a call the phone system reports reaches the board at once instead of on the next...

The contact tracker now announces each communication on the floor's domains, so a call the phone system reports reaches the board at once instead of on the next...

The contact tracker now announces each communication on the floor's domains, so a call the phone system reports reaches the board at once instead of on the next...

A lead source's settings can count its consent field as text consent, and a file import can do the same for one file. Off by default. A step card and the side p...

The back-fill has no schedule. It reads leads from lead_communications, calls the same hydrate a lead's page does, and writes only the rollup. hydrated_at is it...

The setting needs a consent field mapped on that source, and each change goes in the access log. A file import keeps its consent proof and can count a column as...

Expression indexes on borrowers, the borrower pairs index, and each restricted table's privileges as they stand in production: 16 tables, dial_ledger among them...

DialTally gains what the sales floor's panes need, so none of them count for themselves: a breakdown over a set of leads, hours and days, conversations resting ...

svc_voip and svc_daemon may publish rt.org.>, so a call the phone system reports and a lead a job creates reach the board at once. New svc_automation login, cor...

Backfilled and counted per org first. MortgageLoanOwnership and DealRoleService now read only mlos_deal_role_assignment. The column stays a mirror for the origi...

The loan officer is backfilled, so every role is a row and the deal's column is a mirror.

Off by default, per source. When on, a lead source's chosen consent field writes the SMS consent OutreachCheck already reads, with the proof in LeadConsentValue...

Idempotent, and a row already there wins. KI ships nothing on its own and was not run on production, which was backfilled by hand.

**************** is the one writer, in the caller's transaction. The lead's assignee on a new deal, a person's or SI's assignment, a creator's claim, an adopted...

The loan officer's assign flow now serves every deal role: one picker, one call, one set of rules. Each deal shows who works it, a person or an SI, and a role t...

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_...

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 ...

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...

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 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...

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...

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.

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...

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...

Each LeadStatusType carries an optional fixed contact meaning, and a neutral Contacted (107) covers a conversation with no other status. LeadStatusLabel words t...

The stage follow moves out of LeadController into a LeadStatusFollower that LeadService calls after commit, so autosave, automation, the public application and ...

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.

My Call List shows those callbacks too.

Board cards, the filter bar and the calling order read LeadClaimMortgage occupancy, using the lead page's words and one shared option list.

Adds propertyOccupancyId to the list row and the grid query, from LeadClaimMortgage, so the board needs no second field.

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...

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...

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...

Sales floor M11. A settings tab sets them up, and members work them on their own pages. Everything starts off.

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...

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...

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 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...