ClosingHorizon — shared §5 close-date heuristic (stage → business days)
One source for the closing horizon so the capital-markets forecast and the doc-freshness sweep project the SAME close date. A calibrated CDF replaces the table ...
Inline red/yellow field markers + tab rollups; drop Profile Completeness pane
Residential-Mortgage columns (Purpose/Loan Amount/LTV/DTI) + Purpose filter
On /leads, when the selected market is a Residential Mortgage market, show four columns to the right of State: - Purpose — mortgageFields.loanPurpose, title-ca...
Carry mortgage figures in LeadListDTO for the /leads grid
The /leads Residential-Mortgage columns (Loan Amount, Loan Purpose) and the client-side LTV/DTI need mortgage data the lean list projection didn't ship. Widen L...
Sync renovationCost + currentLoanType through MeridianLink mapper (ids TODO-flagged)
Extends the isVeteran LO-XML wiring (1f583db) to the two new renovation/ streamline-refi fields added in 4A (5132026). - LoXmlFieldMapper: FIELD_RENOVATION_COS...
Renovation family (203k/HomeStyle) + streamline refis (FHA Streamline/VA IRRRL)
Adds two new stated-lead inputs (renovationCost, currentLoanType) and five eligibility rows gated on real borrower signal, matching the existing show-only-when-...
Projected Close section — surfaces the §5 close-date forecast
Capital & Risk console now fetches /closing-forecast and shows each active loan's projected close date (stage-based business-day horizon), soonest-first. Best-e...
Add renovationCost + currentLoanType mortgage fields
Mirrors the isVeteran field (3f0cea1): entity column, 3 DTOs **************** MortgageFieldsDTO + LeadDTO builder), LeadService create/update passthrough, and L...
Sync isVeteran through MeridianLink LoXmlFieldMapper (id TODO-flagged)
Wires LeadClaimMortgage.isVeteran into the LO-XML round trip using the convention field id aBIsVeteran (matches the aB... borrower-attribute prefix of aBFirstNm...
Veteran-status field + map subject state/zip; enable VA eligibility; dedupe insights/completeness
Org-scope inbound LOS loan lookup + after-commit outbound push + inbound history audit
Honest DTI/payment labels for missing inputs (partial PITI, no-debts back-end, conventional-PMI MI)
Purpose-gate Eligibility Snapshot; hide unevaluable programs; merge HomeReady/Home Possible; sort UNKNOWN last
Internal LOS apply endpoint for inbound sync
POST **************** {leadUid, provider, loXmlFields} — server-to-server (no session/rights). Constant-time X-Internal-Auth check against the cluster internal-...
MeridianLink 60s inbound poll job
Drain the per-appCode modified-loans queue (collapsed to distinct (instanceBaseUrl, appCode) poll-units) and forward recognized field changes to SecurityService...
Lead Create/Open Application button + LOS proxy routes + leadsApi
Phase 7 of the MeridianLink external-LOS integration: adds the header button that creates or opens a lead's linked MeridianLink loan file, the Next.js proxy rou...
Lead create/open LOS application endpoints + market-config MLOS fields
MLOS integration dropdown on market modal
Add a MLOS Integration dropdown **************** to the market Add/Edit modal, shown only for Service > Residential Mortgage markets, plus a Configure button be...
MeridianLink per-market Configure dialog
New MeridianLinkConfigDialog, modeled on the platform OAuth EditDialog, scoped to a single LeadMarket's connection via losConnectionApi (Phase 3 backend). Edits...
Active-filtered MarketLosConnection finder
Adds **************** so consumers can treat a soft-deleted (isActive=false) LOS connection as absent, mirroring SocialConnectionController's active-filtered re...
MeridianLink vendor client-id card on platform OAuth registry
Adds a MeridianLink Mortgage ProviderDef to the platform OAuth2 client registry **************** vendor client_id ("Vendor Client ID") + non-secret config.token...
Market LOS connection proxy + client
Phase 3 (Task 3.2) kamo-internal half: the Next.js proxy + typed client for a market's MeridianLink connection, backed by SecurityService's MarketLosConnectionC...
Market LOS connection service/controller
Phase 3 (Tasks 3.1-3.2) of the MeridianLink external-LOS integration: CRUD + Test-Connection for a market's MeridianLink connection. - MarketLosConnectionServi...
LO-XML field mapper
LoXmlFieldMapper translates Lead/LeadClaimMortgage <-> confirmed MeridianLink LO-XML ids (sLAmtCalc, sPurchPrice, sApprVal, sLPurposeT, aBFirstNm, aBLastNm) wit...
MeridianLink modified-loans + deep-link
Adds ListModifiedLoansByAppCode (parse ArrayOfString -> loan names), **************** and AppView.GetPmlLoanUrl (prefix the partial URL with the origination hos...
MeridianLink SOAP client create/save/load
MeridianLinkSoapClient wraps the Loan.asmx ops over a Spring-WS WebServiceTemplate (namespace **************** per-op SOAPAction): Loan.Create -> loan name; Loa...
MeridianLink auth ticket cache
MeridianLinkAuthService mints and caches the sTicket per (instanceBaseUrl + sha256(clientSecret)) with an injected Supplier<Instant> clock and a configurable TT...
MeridianLink creds resolver
Adds the Phase 2 SOAP-adapter package **************** with MeridianLinkCreds (secret-redacting record) + MarketLosConnectionResolver, which decrypts the per-ma...
LeadLosLink entity + repository
Tracks a lead's link into an external LOS loan file, one row per (lead, provider). Carries the sync bookkeeping (contentHash, lastPushedAt, lastPulledAt) that P...
MarketLosConnection entity + repository
Per-market credential/config connection to an external LOS (MeridianLink / KamoMLS / Encompass), one row per (market, provider). Secret lives only as an AES-256...
LeadMarket.mlosIntegration column + DTO round-trip
Adds the MLOS_INTEGRATION column (STRING-stored, defaults NO_MLOS, null-guarded getter) plus DTO/create/update-request plumbing. LeadMarketService collapses the...
Console-background pref per-member in DB; clearer upload error
- useBackgroundMode now persists the plain/slideshow choice in the member's DB ui-preferences (follows the member across devices) instead of per-device loca...
What-If Studio as 3rd form sub-tab; sandbox stacked to fit form column
Outputs panel 2-col (Eligibility left, short menus right); drop KPIs/meters now in header
Mortgage KPI + LTV/DTI/Complete summary in page header (all tabs, residential-mortgage only)
Split fields into Mortgage Details / Property Address sub-tabs; drop card title
What-If overrides beside live comparison table; remove dead LeadScenarioWorkspace
Fields show as labels in view mode, inputs in edit mode; flagged state dropdown
Mortgage Details tab wiring + Contact Info rename; remove inline mortgage block
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