An SI's scheduled floor duty, a person's lead from a capture, and the owner's call on SI loan access
The duty and its tool scope commit together. Only the org owner, in their own session, may change SI_LOAN_ACCESS.
The SI layer's tables, two rights, and the org switch for SI loan access
Sales floor M11. New tables only, applied by hand. Rights 685 and 686. SI_LOAN_ACCESS is off by default and lifts an org's own SI to loan officer level, read li...
An outcome answers for its own call, even one reported late
A person's No answer or Voicemail on a dial now corrects that call and no other. A phone sync that arrives afterwards can't put the conversation back, because t...
Write to an org's owner each week a domain is unfinished
Covers ownership, web addresses, alias-domain mail and what we need to send system mail as the domain. From the platform, one letter per owner, and it stops by ...
The outreach check applies the lender's mortgage switches to stream sends
Mortgage switches for every way a stream reaches a borrower, off by default
Six new MlosAutomationAction switches in BORROWER_OUTREACH, asked by OutreachCheck on every automated send. A mortgage lead, or one tied to a mortgage loan, get...
The append-only dial ledger, call floor settings, and rights 673-674
Attempts and outcomes get a table of their own that is only ever inserted into, and the phone system's calls join the press that started them. PhoneCallLog chan...
The send queue, They replied, SI calling and the starter templates
Text, email and call steps can be set up and published on the canvas, a wait can take a "They replied" path, and each call chooses a person or the SI. /automati...
A lead calling back a shared number tells the member a stream worked for
The call rings on JustCall's side, where Kamo can't move it, so the live call signal goes to the routed member.
Stream emails on the drip road, and a lead's mail reply tells their streams
/api/internal/stream-email queues one edition per run and step through DripEditions, so the campaign path keeps the opt-out check, hosts, warm-up and unsubscrib...
Streams text from the member's own number, place SI calls, and hear every reply
/internal/voip/automation sends a stream's text from the member's sole number, else the org's main line with a reply route back to the member, and places an SI ...
Human-send queue, call list, reply signal and SI call settings, and email hours for streams
A run hears a reply through automation_outbox (LEAD_REPLIED) and the run's new read-only replied_at. Human sends and call_list_entries are new tables, call_list...
The loan milestone review queue and automation settings
/settings/automation/review lists reported loan milestones that could not move by themselves, with why each one is waiting. A person approves, correcting the lo...
Choose which loans move with a lead on the board
With several open loans the server stops the move and lists them. The board puts the card back and asks; choosing none moves only the lead. A refused move alrea...
A lead's stage and its loans follow each other, switch by switch
Both directions are off until a lender turns them on, and the map is org data on the stage. Loan to lead: a stage follows the least advanced loan, heard off th...
Streams move leads through the pipeline's system move and ask OutreachCheck
Board mode, pipeline and dropdown settings, saved views
Cards move by drag, keyboard or menu, and a refused move goes back and says why. Cards count deals and loans rather than standing in for one. Dropdown fields fi...
The lead outbox bean and the internal actions automation-service calls
Lead changes reach the outbox on the lead's own transaction, inside a savepoint, and cost nothing for an org with no published stream. Lead writes and loan move...
Route /api/automation to automation-service and seal its internal subtree
The Contact card on a lead, and Contact rules in settings
The card shows the last attempt, last conversation and last heard from, one-click call outcomes, Stop all outreach with its history, and consent proof. Settings...
Pipelines, board, stage moves, dropdown fields and saved views
Rights 661-664. Dark by default: nothing changes for an org with no pipeline or fields. The board shares the grid's permission floor and filters, and each colum...
The lead's contact facts, Stop all outreach, and an organization's contact rules
GET **************** and its outcome, stop, resume, consent and check actions, under the same read gate as the Communications tab; /api/security/contact-rules f...
Keep the consent proof a lead source sends
An intake mapping can target consent.<key>. The values are written once the lead exists, on a new lead or on the lead the payload merged into, with the payload ...
A lead's Stop all outreach ends their drips, and an unsubscribe can set it
An unsubscribe is offered to the lead's Stop all outreach, which does nothing unless the organization turned it on. Mail to and from a lead now updates its last...
A board floor on each pipeline, and an index for a lead's loans
leads_from holds every board column to a range of (ORG_ID, DATE_CREATED): 14 seconds down to 3 ms on a market of 795,919 leads. Column already applied by hand; ...
The Automation Streams canvas and list (sales floor M6)
The canvas moves from /tasks to /settings/automation/[id] and /tasks now redirects to the list with a 307. It keeps the spring wires, glow and side panel, split...
Feed a lead's last contact from real calls, honestly
Two capabilities say what a provider really reports: whether calls connected and how long they ran. Call evidence is built from those, so a limited provider rec...
Switches for stage and loan sync, and a move's origin
Three lender switches, off by default: a stage follows its loans, loans follow a stage, and a person's stage move may reach a linked external loan. A transition...
Contact foundation: outcomes, last contact, stop all outreach, consent and the outreach check
Org-named call outcomes on fixed meanings, last attempt and conversation per lead in a new table fed from LeadCommunicationLinker, a lead-level Stop all outreac...
A lead's loans, and correcting a loan's deal or lead
The lead page shows the rollup across its deals, with each deal on its own and the least advanced loan on top, never one loan as the lead's. Loans in a deal tha...
A lead's loan rollup, and corrections to deals and leads
A lead holds many loans, so stop treating one as the lead's. - The legacy Arive path took the lead's newest application, which could already speak for anothe...
How a lead reads its loans
A lead shows the least advanced loan still in play. Loans that ended unfunded and unfinished archived loans are ignored, funded loans count, and the answer neve...
Stream, version, run and outbox tables, rights 665-666, and the lead-change tap
Dark until SecurityService declares the writer bean and an org publishes a stream. The outbox insert runs in its own savepoint so it can never fail the lead tra...
Pipeline, dropdown field and saved view tables, and rights 661-664
New tables only; leads is unchanged. Positions and dropdown answers use plain lead ids, so they sit in a soft-reference list the lead delete walks, apart from t...
Optional loan statuses in settings and the pipeline, and the program plan
The mortgage Automation tab gains an Extra loan statuses group. The board shows an optional status only while a loan sits in it, so lenders who never turn one o...
Optional Need Docs, Ready for Submission and Closing Scheduled statuses
Three more stops a lender can add to its pipeline, each off until the organization turns it on, so no other lender sees them and no loan row can carry the new o...
A mail-only domain, exempt from the one-domain rule
An organization that already has a domain could not add an alias domain: POST /domains refuses a second root (ONE_DOMAIN_PER_ORG), and that is every organizatio...
Call and meeting notices settings; no "automated assistant" copy left in SI settings (TPNODISCLOSE)
Owner order 2026-10-29: SIs no longer introduce themselves up front. - Settings > Super Intelligence > Call and meeting notices (tab + menu entry + landing ca...
The website chat never volunteers that it is an SI and answers a sincere ask honestly (TPNODISCLOSE)
Owner order 2026-10-29, with the controller's rule: on the website chat the SI (or persona) never brings up what it is and never calls itself an SI or an AI; th...
An organization's call and meeting notices, declared for KamoInitializer (TPNODISCLOSE)
ai_org_voice_notices: the neutral recording notice (default ON) and whether SIs introduce themselves up front as virtual assistants (default OFF), one row per o...
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