The lender words its own text-message consent in Borrower Guide settings
A 'Text Message Consent Wording' field beside the guide's name and opening line, with help for a first-time admin and a preview of the checkbox exactly as a bor...
Void Invoice, Email Receipt, and a retail order's Invoice tab
The work order's Invoice tab becomes RecordInvoice (app/components/invoices), generic over its record: the record (a work order or a retail order), whether it c...
Who Qualifies on every trigger, saved-audience/account/loan triggers, and enroll by filter
- Every lead trigger narrows with the shared Audience Builder's lead section ("Who Qualifies"), saved as config.leadFilter; old drips' flat market/vendor/prod...
Drag the widget tiles in the home page drawing, not the list
The drag belongs on the "Your home page" grid at the top of My Widgets, so that is now where it lives. Widget tiles are dragged exactly like panes on the launch...
Email Invoice and the customer's link on the Invoice tab, and an account's invoices
The Invoice tab gets a Send to Customer card: Email Invoice (recipient prefilled from the account and editable, an optional note, and the email exactly as the c...
A Borrower Guide tab — the lender names and pictures the one guide on its borrower portal
Owner decision 2026-11-11: one guide per lender, in the lender's colours. The MORTGAGE market gets a Borrower Guide tab (?tab=borrower-guide): the guide's pictu...
One Audience Builder for leads, accounts and loans, and Saved Audiences
- Shared Audience Builder **************** lead, account and loan sections driven by AudienceOptions; a control shows only when the server lists its capabil...
Drag and drop to reorder widgets on My Widgets
The widgets page is now split into On Your Home Page (in the order the launchpad draws it) and Not On Your Home Page. The first list is sortable: drag a card an...
Domain Setup can send as the domain itself, extends SPF instead of replacing it, and offers extra protection
- Add a domain: step 2 chooses between a separate sending name (recommended) and the domain itself. For the domain itself, the senders its SPF already lets ...
The bill pill turns red when due and shouts when overdue
DUE was a muted amber with a slow breath and read as a notice, not a bill. Both warning states are now red and differ in intensity: DUE breathes a glow and ping...
Mirror MANAGE_MARKETING_SITE (708)
A standalone root under General Permissions, so security models can grant Manage Marketing Site to someone other than the owner.
Manage Marketing Site, the Marketing Websites platform console, and grace-period billing controls
Members (the owner, or a holder of MANAGE_MARKETING_SITE): - NavExtra "Manage Marketing Site" beside EZ Setup; an owner without a site sees "Get a Website". - /...
Require Disposition / Require New Note per market, and the nav and /leads indicators follow them
Adds an Accept New Lead section to the market add/edit popup; the nav tooltip, the Why Can't I Accept toggle and the Available blocked page now word the gate fr...
The Mortgage tab understands what a lead vendor sends
A stated down payment percent becomes the amount when no amount was given, so the tab stops flagging it missing and the loan amount and LTV are right. A credit ...
Show and edit the credit, employment, loan and consent details a lead vendor sends
Mortgage details gain Credit Rating (in words, apart from the numeric score), Employment Status, Bankruptcy, Desired Loan Type, Property County, When They Need ...
Share With Kamo — an owner shares an item with Kamo's CDO, sees every look, and Kamo's CDO gets a Kamo Vault tab
Owners get a Share With Kamo switch in the item editor (not for god-eligible members), a Kamo badge and view count on the card, a Kamo Access panel with every l...
EZ Setup menu (setup wizard + admin shortcuts) replaces Getting Started and the admin bar
Tab icons and record names, lighter-primary gradient bar, flat right-hand controls
Call, Email and Organizer fixed after the language flag; Knowledge Base fixed beside Support
Accounts and Settings fixed beside My Profile; My Branches gets the network icon
The square-headed robot is the one SI icon, everywhere
Replaces every SmartToy robot and the sparkle icons that stood for the SI.
Break glass under Support; Settings and My Branches fixed in the rail footer
SI Agent, Support and Achievements become fixed chrome at the left of the top bar
Not draggable or pinnable, absent from navigation settings, behind a rule of their own after My Branches.
Halve the bar's width, 32px to 16px
Buttons halve with it so they stay squares that fill their cells.
Linux Desktop rows move under My Computers; the Linux Desktop option is removed
Setting change lines read in the reader's language; plural filter chips on the activity trail (SIS14)
Recent Changes, the undo confirm and the activity trail (line, summary, detail) word a line a service wrote through the dictionary (settingsKit.phrase); older l...
My Reports menu, Cameras under Devices, profile menu leads the bar
- Reports becomes a dropdown: All Reports | Favorites, Recent, Shared with you, Scheduled (with the library's counts) | Analytics. The Analytics option is remov...
My Profile becomes a dropdown of profile tabs, with clock and Log Out inside
Legal & Compliance, Timecard clock and Log Out leave the bar and become rows of the My Profile menu. Attention marks carry over; the trigger pulses when any row...
Online store connections say what they do — one way in, Sync Now, sync history, honest keys
- The connection form asks each platform for exactly what Kamo's reader uses (Shopify's Admin API token, Wix's API key and Site ID, Ecwid's secret token…), sa...
A chat file Antivirus was checking clears live in member chat
MediaService now sends ATTACHMENT_SCAN {sessionGuid, objImgId, scan} on the conversation topic when a held attachment's check finishes. useChatWebSocket hands i...
Create Invoice makes a real invoice, with an Invoice tab and payments
"Mark Invoiced" only flipped the status; nothing was billed. It is now Create Invoice: a confirmation showing the customer, the labor and parts lines and the to...
Describe A Change and Recent Changes And Undo on the record pages (SIS12)
SIS11's page tools, extended (no second mechanism) to the pages that hold a list: Alerts & On Call, Providers, Provided By Kamo, Connected Tools, Web Chat Perso...
Four new Automation switches, Accept Result, and findings that hold nothing
- The mortgage market's Automation tab lists Hold Loans On Vendor Findings, File Vendor Results On The Loan, Order Closing Documents Automatically and Approve...
Purchase requests get their own mute tiles and filters
PURCHASE_REQUEST_SUBMITTED and PURCHASE_REQUEST_DECIDED mirror the Java kinds (kamo-shared-library 6a765c18): the request asks for APPROVE_PURCHASE_REQUESTS and...
Requested-document files show Antivirus Checking -> ready live, and Blocked
A file saved while Antivirus was busy (DocsService answers 202 + scan PENDING) shows a checking seal and 'Antivirus is checking this file' on its tile; the wiza...
Confirming active military duty lets the loan continue with SCRA protections noted
- The Compliance review says what Confirm does for a military-status finding: "Confirm Active Duty — The Loan Continues With Protections Noted" (button, dialo...
Protection widget on the launchpad, refusal messages on the last upload surfaces, seals on library tiles, Stored Files Check
- Rights 703-707 (ANTIVIRUS_WIDGET + **************** mirrored from shared-lib 9dcbc521 with the five hierarchy edges (parity 292 -> 297); widget 'antivirus.p...
A Compliance screen where a person clears or confirms a vendor finding, and the DMDC military-status file exchange
- Compliance tab in the mortgage workspace: the Compliance Command Center queue (possible sanctions matches, military service, other compliance reviews), KPI ...
SIS11 — Describe A Change anywhere, Find A Setting, Recent Changes And Undo, Starter Packs, Spend Pace; program cleanup
Extras - Page tools in the kit (useSettingsSource + PageTools in every drill-in's hero): a page that describes its settings gets Describe A Change (the SI dra...
Compliance Requirements UI — the W-9 before a withdrawal, HR actions, Requirements settings and the Compliance Matrix
The first configuration of the generic Compliance Requirements engine: a member cannot withdraw commission money until a Form W-9 is on file. Earning and balanc...
Settings Inventory and the pipeline Stock view share one stock count
The market's Inventory tab managed a second stock table that orders never read, and most of it did not work (adjust and reorder-point saves sent fields the serv...
Webhook Address panel on real data — who sets it up, and what signs updates
- Kamo-sent addresses (DocuSign, Mercury Network, First American, Plaid, Finicity): 'Nothing to set up here', with the address under Show the Address. - Lende...
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