Preview org photos in "Organization" mode; 24MB uploads
- Stage now previews the org's theme photos (config.json backgroundImageCount -> img/bg, like OrgSlideshowLayer) when Source = Organization; the filmstrip (...
Background watermark on available/history/credits, centered on content card
Adds <BackgroundWatermark> to the shared LeadsCreditLayout content card (behind the table/list, above it via z-index) so /leads/available, /leads/history, and /...
Add 6 persisted mortgage fields (debts, taxes, insurance, HOA, current payment, borrower age)
Org Background Watermark setting (None/Full/Simple)
Adds a "Background Watermark" radio field to Settings > Essential > behavior-labeling > Branding that controls which logo (or none) renders as the faint backgro...
Add bgWatermark branding field to Organization
Nullable String column (NONE|FULL|SIMPLE) driving the per-org background logo watermark preference; null resolves to FULL on the client. Merged in patchOrganiza...
Closing-forecast read passthrough (operator-gated, org from session)
Add "My Wallpapers" shortcut next to the background switch
The dedicated wallpaper editor was reachable from My Account but not from the home page. Adds a frosted "My Wallpapers" pill to the left of the top-right Backgr...
Recompute P(fund) action on the Capital & Risk console
Steward button rebuilds the pipeline-funding projections from the live pipeline (POST passthrough, org from session) then reloads the fan/KPIs. Gives the flagsh...
Steward passthrough to recompute pipeline-funding P(fund) projections
POST **************** → MlosCapitalMarketsClient (X-Internal-Auth, org stamped from session) → MLOSCapitalMarketsService recompute. Operator-gated like the othe...
Dedicated full-width wallpaper editor page
Adds **************** — a full-bleed, inline (no-popup) wallpaper editor, and moves all upload/gallery curation off the My Account tab. - New "cinematic Stage"...
On-demand LIGHT-tier AI summary on the Scenario Workspace Insights card
'AI summary' button posts the factual scenario to **************** → the org's configured provider. Graceful: no provider → deterministic rule-based insights st...
Scenario-insights endpoint — LIGHT-tier AI narrative via the org's provider
POST **************** takes a factual (estimated) scenario summary, calls MlosAiClient.text(orgId, prompt, LIGHT) through the org's configured AI provider, retu...
Lead Scenario Workspace — LO pre-qualification workbench on the mortgage lead
Right-side panel on /leads/view for mortgage leads: 14 modular tools (Summary, Eligibility, Payment, DTI, Affordability, Down-Payment/Rate comparison, Cash-to-C...
Tier-aware internal text completion (POST /api/ai/internal/text)
Mirrors the vision path: selectTextProvider picks the org's active provider tagged with the requested cost tier (LIGHT/MEDIUM/HEAVY), falling back by priority; ...
MlosAiClient — the sanctioned tiered AI entrypoint for MLOS
Best-effort text()/vision() at a cost tier through the org's configured provider (AIService internal endpoints). Returns Optional.empty on no-provider/error so ...
Surface borrower-stated financials on the lead mortgage panel
Adds a 'Borrower-stated financials' subsection (estimated income/credit, purchase price, down payment, refi balance/cash-out) to /leads/view mortgage details, l...
Persist borrower-stated financials + phone onto the mortgage lead
ClaimedFactsDTO gains purchasePrice, downPayment, currentLoanBalance, cashOutAmount and phone; PortalLeadService.applyFacts maps them onto LeadClaimMortgage / t...
Mortgage lead carries borrower-stated financials (income, credit, purchase price, down payment, refi balance/cash-out)
Surfaces the existing **************** and adds four stated columns to LeadClaimMortgage; wires DTOs (read/update/create), the history field registry, and LeadS...
Process member uploads like org bg + gate by new rights
- New ImageResizeClient runs member background uploads through the SAME post-processing as org backgrounds (POST **************** and stores the result as ....
Gate My-Profile backgrounds by the new rights + member/org slideshow
- Gate the My Profile "Background & Theme" section by MANAGE_OWN_BACKGROUND_IMAGES (self) / **************** (others); let a background-admin open another m...
Add Manage Own / Others Background Images rights (General group)
Adds MANAGE_OWN_BACKGROUND_IMAGES (165) and **************** (166) to RoleRightType, serviceType null so they land in the General settings group (mirrors the ST...
Notify the assigned loan officer when a loan's borrower docs are all received
Fires LOAN_DOCS_READY_LO at the satisfy points alongside the borrower DOC_COMPLETE. Resolves the LO via loanFile -> **************** -> Member; self-guarded to ...
LOAN_DOCS_READY_LO canonical template — notify assigned LO when a loan's docs are all in
Assign a loan officer to a deal from the originator section
The read-only Loan Originator section now has a loan-officer picker (org members via /members/names) + Assign, calling PUT **************** at the transaction l...
Provider config fields for cloud mail access
Add the config inputs the EmailService resolver reads to authenticate cloud mailboxes: - Google Workspace: service-account key (JSON) for domain-wide-delegation...
Route all cloud providers' mail through IMAP/SMTP with OAuth2 (XOAUTH2)
Cloud providers (Microsoft 365, Exchange Online, Google Workspace, Zoho, IceWarp) inherited read/send from **************** but the resolver never populated IMA...
Deal-scope a vault upload from the account documents tab
The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit rep...
Vault upload can deal-scope a document (loanTransactionId)
The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...
Per-device background switch — plain gradient or org photo slideshow
Adds a two-icon switch top-right (under the trial pill; it rises into the pill's place once the trial ends) to choose the console background: - Plain gradient (...
Freeze the originator snapshot at initial Loan Estimate (Reg Z/TRID)
Completes the originator lifecycle: a shared resolveProjection() now feeds BOTH the live read projection and the freeze (no drift). On issuing an INITIAL_LE dis...
Transaction-first pipeline — PrimeReact expandable rows
Replaces the flat loan grid with a PrimeReact DataTable of TRANSACTIONS that start collapsed and expand IN PLACE to their member loans (no two-click drawer), so...
Re-add the trial pill top-right (color-swapped NavPri pill)
Keeps the trial line in the masthead status strip and re-adds a prominent pill in the top-right so an org's trial mode stays obvious. It's the NavPri expanded t...
Live "insert between" while dragging, not just drop-to-swap
Previously the order only changed on drop, so it read as swapping into a slot. Now the list re-flows live as you drag: dnd-kit onDragOver moves the dragged opti...
Sibling-loan switcher on the application view
A transaction can group multiple loans; the app header now shows a switcher to jump between the deal's sibling loans (hidden for single-loan deals) instead of o...
Like what you see shipping?
All of it arrives in your workspace on its own. Start on the free plan and read this page again in a month.