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PPL Lead Management — What's New
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whats-new.md

What's New — PPL Lead Management

Bug Fixes

  • Loan range fix — orders with min/max set to 0 now correctly treated as "no limit"
  • Credit floor — no longer hardcoded at 600, uses lowest active order's minimum instead
  • Pending leads bug — leads that couldn't be assigned now properly go to Unassigned queue
  • Delivery timeouts — stale pending deliveries timeout after 10min, queued deliveries expire after 48h
  • Custom hours format — PM hours (14:00+) now parse correctly for broker contact windows
  • Vault secrets error logging — delivery trigger now writes an error instead of silently skipping

Dashboard (Overview)

  • Rejected Rate KPI — shows % rejected today. Click to see table with name, vertical, credit score, reason
  • Failed Deliveries KPI — shows failed + permanent count. Click to see table with lead, broker, channel, full error on hover
  • Queue KPI removed — contact hours queue is paused system-wide, all leads deliver immediately

Brokers

  • Onboarding Status column — Dashboard > Brokers. Color-coded badges: Completed (green), In Progress (amber), Not Started (gray). Filter by onboarding status from the filters dropdown
  • All brokers visible — brokers show up in the list regardless of onboarding status. You can add orders, edit, and manage them even before onboarding is complete
  • New Broker form — Dashboard > Brokers > New Broker. Fields: GHL Contact ID, name, email, phone, company, state, verticals, batch size, deal amount
  • Edit Broker — Dashboard > Brokers > click broker > Edit (or dropdown menu > Edit). All fields editable
  • Operational Settings — Dashboard > Brokers > Edit broker > scroll to Operational Settings. Delivery methods, webhook URL, timezone, contact hours, weekend pause, assignment status
  • Test Webhook — Dashboard > Brokers > click broker > Test Webhook button (also in edit form below webhook URL, and in dropdown menu on broker list). Sends sample lead payload to verify mapping
  • Back buttons — all create/edit forms now have a Back button

Orders

  • Back button — Dashboard > Orders > New Order now has Back button

API

  • POST /api/brokers/incoming — create brokers programmatically with idempotency on ghl_contact_id

Onboarding (ppl-onboarding)

  • Test Webhook button — Step 2 (Delivery) > enter webhook URL > Send Test Payload. Verifies webhook before going live
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