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
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...
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