@model-match/api 3.15.0 → 3.17.0

package/openapi.json

@@ -1144,13 +1144,13 @@
       "AgentCountyFilterValue": {
         "anyOf": [
           {
-            "pattern": "^\\d{5}$/u",
+            "pattern": "^\\d{5}$",
             "type": "string"
           },
           {
             "description": "Match any of several counties",
             "items": {
-              "pattern": "^\\d{5}$/u",
+              "pattern": "^\\d{5}$",
               "type": "string"
             },
             "type": "array"
@@ -1969,13 +1969,13 @@
           "from": {
             "description": "Inclusive lower bound on the transaction date.",
             "example": "2024-01-01",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           },
           "to": {
             "description": "Inclusive upper bound on the transaction date.",
             "example": "2025-12-31",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           }
         },
@@ -3102,7 +3102,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -3189,6 +3189,16 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "segment": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/BranchSlice"
+              },
+              {
+                "description": "Optional second dimension. Each bucket of `slice` then carries `segments`: the same `measure` broken down by this dimension (e.g. `slice: \"loanType\", segment: \"lender\"` is loan type × lender in one call), top 25 per bucket ranked by `measure`, with the remainder counted in `segmentsOmittedCount`. Omit it and the response is the one-dimensional chart, unchanged. Must differ from `slice`, and cannot be combined with `size` / `after` paging (400)."
+              }
+            ]
+          },
           "slice": {
             "$ref": "#/components/schemas/BranchSlice"
           }
@@ -4144,7 +4154,24 @@
         ],
         "type": "string"
       },
+      "BranchSegment": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded.",
+        "enum": [
+          "transactionType",
+          "loanType",
+          "city",
+          "county",
+          "state",
+          "zip",
+          "lender",
+          "propertyType",
+          "conforming",
+          "titleCompany"
+        ],
+        "type": "string"
+      },
       "BranchSlice": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`.",
         "enum": [
           "transactionType",
           "loanType",
@@ -4152,7 +4179,9 @@
           "county",
           "state",
           "zip",
-          "lender"
+          "lender",
+          "propertyType",
+          "conforming"
         ],
         "type": "string"
       },
@@ -4518,7 +4547,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -4827,7 +4856,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -4918,7 +4947,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/BranchSlice"
+            "$ref": "#/components/schemas/BranchSegment"
           }
         },
         "required": [
@@ -5189,7 +5218,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -5589,18 +5618,23 @@
             "type": "number"
           },
           "id": {
-            "description": "Machine value behind `label` when the bucket key is an id rather than a name (today: the `lender` slice/segment, where `label` is the dictionary display name). Pass `id` — not `label` — back as a `lender` filter value. Absent on slices whose `label` is already the machine value.",
+            "description": "Machine value behind `label` when the bucket key is not itself the label. `lender`: `label` is the dictionary display name and `id` the normalized lender key — pass `id`, not `label`, back as a `lender` filter value. `conforming`: `label` is `conforming` / `nonConforming` and `id` the raw `true` / `false` flag. `titleCompany` (time-series segment): `label` is the most-used spelling and `id` the normalized name every spelling was merged under — match segments across buckets on `id`. Absent on slices whose `label` is already the machine value.",
             "type": "string"
           },
           "label": {
             "type": "string"
           },
           "segments": {
+            "description": "Present only when the request named a `segment`: this bucket broken down by that second dimension, ranked by the same `measure` and capped at 25 per bucket (the rest is counted in `segmentsOmittedCount`). Documents with no value for the segment are not grouped and appear nowhere here, so segment `count`s sum to at most the bucket's `count`.",
             "items": {
               "$ref": "#/components/schemas/ChartSegment"
             },
             "type": "array"
           },
+          "segmentsOmittedCount": {
+            "description": "Present only with `segments`: documents in this bucket whose segment value fell past the 25-per-bucket cap. A document COUNT, never a dollar figure. `0` means `segments` is the complete breakdown of every document that carries a segment value.",
+            "type": "number"
+          },
           "unattributed": {
             "description": "Present and `true` on at most one bucket, which is NOT a real category: it collects the documents this breakdown could not attribute to any value of the slice, and its `label` (`\"(unknown)\"`) is prose, not an identifier. Filter on THIS field, never on the label — a consumer plotting a map or joining the label to a real code must drop this row. It is always the LAST element of `data`, appended after ranking rather than placed by value, so it is the one bucket that does not obey the ordering `measure` describes. It exists so the bars account for the same population the summary reports: a document whose slice field holds no indexed term is absent from a terms breakdown entirely rather than forming a small bucket, so without it a chart silently omits part of its own corpus. That reconciliation is exact for `units`; on an average it is not, because buckets under the five-document floor are dropped and a slice with more than 200 distinct values still truncates — neither loss is collected in this row (the truncated tail is reported response-wide as `omittedCount`; the floor is reported nowhere). Absent when there is nothing unattributed, never `false` and never a zero-valued row.",
             "enum": [
@@ -5653,6 +5687,7 @@
             "type": "number"
           },
           "segment": {
+            "description": "The second dimension echoed from the request, or `null` for a one-dimensional chart (then no bucket carries `segments`).",
             "nullable": true,
             "type": "string"
           },
@@ -5678,16 +5713,26 @@
       },
       "ChartSegment": {
         "properties": {
+          "count": {
+            "description": "Documents in this segment of the parent bucket — the denominator behind `value`, whatever the measure.",
+            "type": "number"
+          },
+          "id": {
+            "description": "Machine value behind `label` when the bucket key is not itself the label. `lender`: `label` is the dictionary display name and `id` the normalized lender key — pass `id`, not `label`, back as a `lender` filter value. `conforming`: `label` is `conforming` / `nonConforming` and `id` the raw `true` / `false` flag. `titleCompany` (time-series segment): `label` is the most-used spelling and `id` the normalized name every spelling was merged under — match segments across buckets on `id`. Absent on slices whose `label` is already the machine value.",
+            "type": "string"
+          },
           "label": {
             "type": "string"
           },
           "value": {
+            "description": "The requested `measure` over the documents in BOTH this segment and its parent bucket.",
             "type": "number"
           }
         },
         "required": [
           "label",
-          "value"
+          "value",
+          "count"
         ],
         "type": "object"
       },
@@ -6040,7 +6085,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -6423,7 +6468,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -6514,6 +6559,16 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "segment": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/CompanySlice"
+              },
+              {
+                "description": "Optional second dimension. Each bucket of `slice` then carries `segments`: the same `measure` broken down by this dimension (e.g. `slice: \"loanType\", segment: \"lender\"` is loan type × lender in one call), top 25 per bucket ranked by `measure`, with the remainder counted in `segmentsOmittedCount`. Omit it and the response is the one-dimensional chart, unchanged. Must differ from `slice`, and cannot be combined with `size` / `after` paging (400)."
+              }
+            ]
+          },
           "slice": {
             "$ref": "#/components/schemas/CompanySlice"
           }
@@ -8424,7 +8479,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -8828,7 +8883,24 @@
         },
         "type": "object"
       },
+      "CompanySegment": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded.",
+        "enum": [
+          "transactionType",
+          "loanType",
+          "city",
+          "county",
+          "state",
+          "zip",
+          "lender",
+          "propertyType",
+          "conforming",
+          "titleCompany"
+        ],
+        "type": "string"
+      },
       "CompanySlice": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`.",
         "enum": [
           "transactionType",
           "loanType",
@@ -8836,7 +8908,9 @@
           "county",
           "state",
           "zip",
-          "lender"
+          "lender",
+          "propertyType",
+          "conforming"
         ],
         "type": "string"
       },
@@ -9130,7 +9204,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -9827,7 +9901,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -10213,7 +10287,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -10308,7 +10382,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/CompanySlice"
+            "$ref": "#/components/schemas/CompanySegment"
           }
         },
         "type": "object"
@@ -10392,6 +10466,98 @@
         ],
         "type": "object"
       },
+      "CreateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "required": [
+          "name",
+          "target"
+        ],
+        "type": "object"
+      },
+      "CreateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmActiveCall": {
         "nullable": true,
         "properties": {
@@ -10480,6 +10646,10 @@
             },
             "type": "array"
           },
+          "occurredAt": {
+            "nullable": true,
+            "type": "number"
+          },
           "parentId": {
             "nullable": true,
             "type": "string"
@@ -10509,7 +10679,8 @@
           "actorEmail",
           "actorImage",
           "createdAt",
-          "editedAt"
+          "editedAt",
+          "occurredAt"
         ],
         "type": "object"
       },
@@ -11646,6 +11817,25 @@
         ],
         "type": "object"
       },
+      "CrmEditLoggedActivityResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "updated": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "updated"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmEditNoteResult": {
         "properties": {
           "data": {
@@ -12940,6 +13130,34 @@
         ],
         "type": "object"
       },
+      "CrmLogActivityResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "id": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "id"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "CrmLoggedActivityType": {
+        "enum": [
+          "call",
+          "meeting",
+          "email",
+          "task"
+        ],
+        "type": "string"
+      },
       "CrmMailProvider": {
         "enum": [
           "google",
@@ -16117,6 +16335,28 @@
         ],
         "type": "string"
       },
+      "DeleteSavedFilterResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "deleted": {
+                "enum": [
+                  true
+                ],
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "deleted"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "EarlyExitCounterparty": {
         "properties": {
           "name": {
@@ -16896,14 +17136,130 @@
         ],
         "type": "object"
       },
+      "EnrichmentCacheStats": {
+        "properties": {
+          "computedAt": {
+            "description": "ISO 8601 timestamp",
+            "type": "string"
+          },
+          "costUsd": {
+            "description": "`total × unitCostUsd` — upstream spend behind the live table.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "empty": {
+            "description": "Unexpired rows where the provider returned no persons.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "expired": {
+            "minimum": 0,
+            "type": "integer"
+          },
+          "healthy": {
+            "description": "Unexpired rows with at least one person.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "memberRows": {
+            "description": "Member entitlement rows across every workspace.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "partial": {
+            "description": "True when the scan hit its page/time budget; counts are a lower bound.",
+            "type": "boolean"
+          },
+          "savedLookups": {
+            "description": "Member entitlements served from the internal cache rather than a fresh BatchData call (every member beyond the first per property).",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "savingsUsd": {
+            "description": "`savedLookups × unitCostUsd`.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "total": {
+            "description": "Internal property cache rows — one per enriched property.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "unitCostUsd": {
+            "minimum": 0,
+            "type": "number"
+          }
+        },
+        "required": [
+          "total",
+          "expired",
+          "empty",
+          "healthy",
+          "memberRows",
+          "savedLookups",
+          "costUsd",
+          "savingsUsd",
+          "unitCostUsd",
+          "partial",
+          "computedAt"
+        ],
+        "type": "object"
+      },
+      "EnrichmentCharge": {
+        "properties": {
+          "at": {
+            "description": "ISO 8601 time of the debit",
+            "type": "string"
+          },
+          "credits": {
+            "type": "number"
+          },
+          "refresh": {
+            "description": "True when this charge came from a forced re-run",
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "at",
+          "credits",
+          "refresh"
+        ],
+        "type": "object"
+      },
       "EnrichmentListItem": {
         "properties": {
+          "charged": {
+            "description": "Whether the call that produced the current result debited credits. `null` for results stored before charges were recorded.",
+            "nullable": true,
+            "type": "boolean"
+          },
+          "charges": {
+            "description": "Every recorded debit for this property, oldest first. More than one means it was paid for more than once (a `refresh` re-run). `null` when not recorded.",
+            "items": {
+              "$ref": "#/components/schemas/EnrichmentCharge"
+            },
+            "nullable": true,
+            "type": "array"
+          },
+          "creditsCharged": {
+            "description": "Total credits debited for this property across every recorded run, including forced re-runs. `null` when not recorded.",
+            "nullable": true,
+            "type": "number"
+          },
+          "emailCount": {
+            "description": "Email addresses found across every matched person.",
+            "type": "number"
+          },
           "enrichedAt": {
             "type": "string"
           },
           "personCount": {
             "type": "number"
           },
+          "phoneCount": {
+            "description": "Phone numbers found across every matched person. A matched person can have none.",
+            "type": "number"
+          },
           "propertyId": {
             "type": "string"
           },
@@ -16915,7 +17271,12 @@
           "propertyId",
           "enrichedAt",
           "source",
-          "personCount"
+          "personCount",
+          "phoneCount",
+          "emailCount",
+          "charged",
+          "creditsCharged",
+          "charges"
         ],
         "type": "object"
       },
@@ -17742,6 +18103,17 @@
         ],
         "type": "object"
       },
+      "GetSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "HeadcountPoint": {
         "properties": {
           "active": {
@@ -18637,7 +19009,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -18719,6 +19091,16 @@
           "period": {
             "$ref": "#/components/schemas/DatedPeriod"
           },
+          "segment": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/LoanSlice"
+              },
+              {
+                "description": "Optional second dimension. Each bucket of `slice` then carries `segments`: the same `measure` broken down by this dimension (e.g. `slice: \"loanType\", segment: \"lender\"` is loan type × lender in one call), top 25 per bucket ranked by `measure`, with the remainder counted in `segmentsOmittedCount`. Omit it and the response is the one-dimensional chart, unchanged. Must differ from `slice`, and cannot be combined with `size` / `after` paging (400)."
+              }
+            ]
+          },
           "size": {
             "description": "PARTY slices only (`originator`, `broker`, `loanCompany`; 400 on any other slice). Page size for the ranking, 1–1000. Passing `size` (or `after`) turns on paging: the response gains `total` / `totalApproximate` and, when more buckets remain, `nextCursor`, and drops `omittedCount`. Buckets stay ranked by `measure` descending (ties broken by key), and bucket labels stay NMLS ids. Default when only `after` is sent: 200, the fixed chart's bucket count. Paging reaches the top 10,000 ranked buckets.",
             "maximum": 1000,
@@ -19041,7 +19423,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19202,7 +19584,27 @@
         ],
         "type": "object"
       },
+      "LoanSegment": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded.",
+        "enum": [
+          "transactionType",
+          "loanType",
+          "city",
+          "county",
+          "state",
+          "zip",
+          "lender",
+          "propertyType",
+          "conforming",
+          "broker",
+          "loanCompany",
+          "originator",
+          "titleCompany"
+        ],
+        "type": "string"
+      },
       "LoanSlice": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`.",
         "enum": [
           "transactionType",
           "loanType",
@@ -19211,6 +19613,8 @@
           "state",
           "zip",
           "lender",
+          "propertyType",
+          "conforming",
           "broker",
           "loanCompany",
           "originator"
@@ -19587,7 +19991,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19888,7 +20292,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19974,7 +20378,7 @@
             "$ref": "#/components/schemas/DatedPeriod"
           },
           "segment": {
-            "$ref": "#/components/schemas/LoanSlice"
+            "$ref": "#/components/schemas/LoanSegment"
           }
         },
         "type": "object"
@@ -23479,7 +23883,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -23570,6 +23974,16 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "segment": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/OriginatorSlice"
+              },
+              {
+                "description": "Optional second dimension. Each bucket of `slice` then carries `segments`: the same `measure` broken down by this dimension (e.g. `slice: \"loanType\", segment: \"lender\"` is loan type × lender in one call), top 25 per bucket ranked by `measure`, with the remainder counted in `segmentsOmittedCount`. Omit it and the response is the one-dimensional chart, unchanged. Must differ from `slice`, and cannot be combined with `size` / `after` paging (400)."
+              }
+            ]
+          },
           "slice": {
             "$ref": "#/components/schemas/OriginatorSlice"
           }
@@ -23986,6 +24400,16 @@
                         "nullable": true,
                         "type": "number"
                       },
+                      "careerYears": {
+                        "description": "Years since the earliest employer start on `records`, to 0.1 — the career length the recruiting signal is judged on. Null when no record carries a start date.",
+                        "nullable": true,
+                        "type": "number"
+                      },
+                      "currentTenureYears": {
+                        "description": "Years at the current employer (the first employer with an active record), from its earliest record start to today, to 0.1. Null when no employer is active or its start date is unknown. A 365-day year, matching the profile's recruiting signal.",
+                        "nullable": true,
+                        "type": "number"
+                      },
                       "employerChanges": {
                         "nullable": true,
                         "type": "number"
@@ -23996,6 +24420,37 @@
                         },
                         "type": "array"
                       },
+                      "recruitingSignal": {
+                        "description": "One-line read of this career for recruiting, rule-based over `records` (employers grouped by company NMLS id): no records → `none`; over half the employers missing a start date → `incompleteData`; under 2 career years with one employer → `limitedHistory`; one employer for 2+ years → `singleEmployerCareer`; 5+ years at the current employer with ≤3 employers → `longTermStability`; 3+ employers at ≥0.6 per career year → `highMobility`; under 1 year at the current employer with >1 employer → `recentMove`; 3-4 employers over 5+ years → `multiSponsorships`; otherwise `establishedAtCurrent`. First matching rule wins. `label`/`subtext` are display copy.",
+                        "properties": {
+                          "code": {
+                            "enum": [
+                              "singleEmployerCareer",
+                              "longTermStability",
+                              "establishedAtCurrent",
+                              "recentMove",
+                              "highMobility",
+                              "multiSponsorships",
+                              "limitedHistory",
+                              "incompleteData",
+                              "none"
+                            ],
+                            "type": "string"
+                          },
+                          "label": {
+                            "type": "string"
+                          },
+                          "subtext": {
+                            "type": "string"
+                          }
+                        },
+                        "required": [
+                          "code",
+                          "label",
+                          "subtext"
+                        ],
+                        "type": "object"
+                      },
                       "totalEmployers": {
                         "type": "number"
                       },
@@ -24038,6 +24493,9 @@
                 "nullable": true,
                 "type": "array"
               },
+              "profileInsights": {
+                "$ref": "#/components/schemas/OriginatorProfileInsights"
+              },
               "registration": {
                 "$ref": "#/components/schemas/OriginatorRegistration"
               },
@@ -25550,11 +26008,11 @@
             "description": "Custom window. A period is a fixed pre-aggregated window and cannot be re-cut, so any bound here switches the response to live transaction data.",
             "properties": {
               "from": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               },
               "to": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               }
             },
@@ -25831,6 +26289,41 @@
         ],
         "type": "object"
       },
+      "OriginatorProfileInsights": {
+        "description": "Profile read-outs computed server-side from the LO's production in the requested `period` (default `last12Months`) — the same `volume` / `units` this response reports. Labels and descriptions are display copy; branch on the enum fields.",
+        "properties": {
+          "producerTier": {
+            "description": "From the period's units and volume, first match wins: `topProducer` ≥ 60 units OR ≥ $25M; `strongProducer` ≥ 36 units OR ≥ $12M; `midTier` ≥ 18 units OR ≥ $5M; else `lowVolume`.",
+            "properties": {
+              "description": {
+                "type": "string"
+              },
+              "label": {
+                "type": "string"
+              },
+              "tier": {
+                "enum": [
+                  "topProducer",
+                  "strongProducer",
+                  "midTier",
+                  "lowVolume"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "tier",
+              "label",
+              "description"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "producerTier"
+        ],
+        "type": "object"
+      },
       "OriginatorRegistration": {
         "nullable": true,
         "properties": {
@@ -25903,7 +26396,24 @@
         },
         "type": "object"
       },
+      "OriginatorSegment": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded.",
+        "enum": [
+          "transactionType",
+          "loanType",
+          "city",
+          "county",
+          "state",
+          "zip",
+          "lender",
+          "propertyType",
+          "conforming",
+          "titleCompany"
+        ],
+        "type": "string"
+      },
       "OriginatorSlice": {
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`.",
         "enum": [
           "transactionType",
           "loanType",
@@ -25911,7 +26421,9 @@
           "county",
           "state",
           "zip",
-          "lender"
+          "lender",
+          "propertyType",
+          "conforming"
         ],
         "type": "string"
       },
@@ -26429,7 +26941,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -26739,7 +27251,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -26834,7 +27346,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/OriginatorSlice"
+            "$ref": "#/components/schemas/OriginatorSegment"
           }
         },
         "type": "object"
@@ -29765,7 +30277,7 @@
         "properties": {
           "asOf": {
             "description": "The subscribe day (yyyy-MM-dd). Step 0 replays the backfill window a real subscribe would deliver on this date.",
-            "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+            "pattern": "^\\d{4}-\\d{2}-\\d{2}",
             "type": "string"
           },
           "backfillDays": {
@@ -29795,7 +30307,7 @@
           "steps": {
             "description": "Later dates (yyyy-MM-dd) to advance to. Each shows only what is NEW since the previous date — the forward delta the cron would have delivered. Sorted + de-duplicated; capped at 12 dates total.",
             "items": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}",
               "type": "string"
             },
             "type": "array"
@@ -30601,6 +31113,260 @@
         ],
         "type": "object"
       },
+      "SavedFilter": {
+        "properties": {
+          "createdAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "id": {
+            "type": "string"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "type": "string"
+          },
+          "operationId": {
+            "description": "The operation to run `query` against (e.g. `listOriginators`); null for UI-only targets.",
+            "nullable": true,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "queryVersion": {
+            "type": "integer"
+          },
+          "stale": {
+            "description": "True when the stored `query` no longer validates against the operation (its contract changed). Re-save or adjust before running.",
+            "type": "boolean"
+          },
+          "staleIssues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "type": "integer"
+          },
+          "unmapped": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "updatedAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "visibility": {
+            "description": "Always `private` in v1.",
+            "enum": [
+              "private",
+              "organization",
+              "shared"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "name",
+          "target",
+          "kind",
+          "icon",
+          "query",
+          "queryVersion",
+          "uiState",
+          "uiStateVersion",
+          "fidelity",
+          "unmapped",
+          "visibility",
+          "operationId",
+          "stale",
+          "staleIssues",
+          "createdAt",
+          "updatedAt"
+        ],
+        "type": "object"
+      },
+      "SavedFilterError": {
+        "properties": {
+          "code": {
+            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind).",
+            "type": "string"
+          },
+          "error": {
+            "type": "string"
+          },
+          "issues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "SavedFilterIcon": {
+        "description": "Optional marker: a color dot, a tinted icon, or an emoji.",
+        "oneOf": [
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "color"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "icon": {
+                "pattern": "^[A-Za-z][A-Za-z0-9]{0,63}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "icon"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "icon",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "emoji": {
+                "maxLength": 16,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "emoji"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "emoji"
+            ],
+            "type": "object"
+          },
+          {
+            "nullable": true
+          }
+        ]
+      },
+      "SavedFilterList": {
+        "properties": {
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/SavedFilter"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "ScoredBreakdownRequest": {
         "properties": {
           "period": {
@@ -30945,7 +31711,7 @@
       "SimpleTimeSeriesSegment": {
         "properties": {
           "id": {
-            "description": "Machine value behind `label` when the bucket key is an id rather than a name (today: the `lender` slice/segment, where `label` is the dictionary display name). Pass `id` — not `label` — back as a `lender` filter value. Absent on slices whose `label` is already the machine value.",
+            "description": "Machine value behind `label` when the bucket key is not itself the label. `lender`: `label` is the dictionary display name and `id` the normalized lender key — pass `id`, not `label`, back as a `lender` filter value. `conforming`: `label` is `conforming` / `nonConforming` and `id` the raw `true` / `false` flag. `titleCompany` (time-series segment): `label` is the most-used spelling and `id` the normalized name every spelling was merged under — match segments across buckets on `id`. Absent on slices whose `label` is already the machine value.",
             "type": "string"
           },
           "label": {
@@ -31495,6 +32261,70 @@
         },
         "type": "object"
       },
+      "UpdateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "type": "object"
+      },
+      "UpdateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "WatchedAgent": {
         "properties": {
           "addedAt": {
@@ -31746,7 +32576,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 1,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 1,000 rows: requires the entity's `bulk-delivery.{entity}`\n  entitlement** (e.g. `bulk-delivery.loans`). The grant's scope sets your\n  row ceiling and may also restrict which rows and fields you receive.\n\nA delivery that would exceed the limit available to you is rejected with\n`403 entitlement_missing`, reporting the matched row count and the ceiling\nthat applied. To stay under the limit, pass `limit` — the job then delivers\n(and bills for) only the first `limit` rows of a broader query.\n\n**Need a higher limit?** Email support@modelmatch.com to request the\nentitlement. Limits are raised per organization and per entity.\n\nBulk delivery is billed at 1 credit per delivered row whether or not\nan entitlement is held.",
     "title": "ModelMatch API",
-    "version": "3.59.0"
+    "version": "3.63.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -35064,6 +35894,99 @@
         ]
       }
     },
+    "/originators/{nmlsId}/breakdowns/title-companies": {
+      "post": {
+        "description": "Ranks the title companies on this entity's loans (recorded deeds, `recording_date` window — the same population and period axis as every other loans breakdown). Spellings of one company are MERGED: `label` is its most-used spelling, `id` the normalized name every spelling was grouped under (legal-form and filler words such as `inc`, `llc`, `co`, `company`, `title`, `escrow` removed; `natl` → `national`). Placeholder entries meaning \"no title company recorded\" (`none available` and its misspellings, `unknown`, `n/a`, …) and names shorter than 3 characters are excluded rather than ranked. `attorney` and `accommodation` are kept: they say who closed. `pctUnits` / `pctVolume` are shares of the entity's WHOLE loan population in the window, including loans with no title company, so they do not sum to 100 across the page. Pages of up to 100 via `pagination`.",
+        "operationId": "originatorTitleCompanies",
+        "parameters": [
+          {
+            "description": "Originator NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Originator NMLS ID",
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/BreakdownRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BreakdownResponse"
+                }
+              }
+            },
+            "description": "Breakdown of the entity's loans by title company"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Title companies on this LO's loans (spellings merged)",
+        "tags": [
+          "Originators"
+        ]
+      }
+    },
     "/originators/{nmlsId}/breakdowns/zip-codes": {
       "post": {
         "operationId": "originatorZipCodes",
@@ -35447,7 +36370,7 @@
             "schema": {
               "description": "Individual NMLS id.",
               "example": "3352",
-              "pattern": "^\\d+$/u",
+              "pattern": "^\\d+$",
               "type": "string"
             }
           }
@@ -35585,7 +36508,7 @@
             "schema": {
               "description": "ECS task id returned by the launch route.",
               "example": "0123456789abcdef0123456789abcdef",
-              "pattern": "^[a-f0-9]{32}$/u",
+              "pattern": "^[a-f0-9]{32}$",
               "type": "string"
             }
           }
@@ -40197,10 +41120,10 @@
         ]
       }
     },
-    "/v1/branches/{nmlsId}/loans": {
+    "/v1/branches/{nmlsId}/breakdowns/title-companies": {
       "post": {
-        "description": "Returns the individual loans attributed to this branch office — the branch's own book, not its parent company's. Accepts the same filters, sorts and pagination as the main loan search. Attribution comes from public record, so this is the branch's recorded footprint and can be smaller than the production totals on `GET /v1/branches/{nmlsId}`.",
-        "operationId": "branchLoans",
+        "description": "Ranks the title companies on this entity's loans (recorded deeds, `recording_date` window — the same population and period axis as every other loans breakdown). Spellings of one company are MERGED: `label` is its most-used spelling, `id` the normalized name every spelling was grouped under (legal-form and filler words such as `inc`, `llc`, `co`, `company`, `title`, `escrow` removed; `natl` → `national`). Placeholder entries meaning \"no title company recorded\" (`none available` and its misspellings, `unknown`, `n/a`, …) and names shorter than 3 characters are excluded rather than ranked. `attorney` and `accommodation` are kept: they say who closed. `pctUnits` / `pctVolume` are shares of the entity's WHOLE loan population in the window, including loans with no title company, so they do not sum to 100 across the page. Pages of up to 100 via `pagination`.",
+        "operationId": "branchTitleCompanies",
         "parameters": [
           {
             "description": "Branch NMLS ID",
@@ -40217,7 +41140,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/LoanListRequest"
+                "$ref": "#/components/schemas/BreakdownRequest"
               }
             }
           }
@@ -40227,11 +41150,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/LoanListResponse"
+                  "$ref": "#/components/schemas/BreakdownResponse"
                 }
               }
             },
-            "description": "Paginated list of loans written by this branch"
+            "description": "Breakdown of the entity's loans by title company"
           },
           "400": {
             "content": {
@@ -40284,16 +41207,16 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Loans written by this branch",
+        "summary": "Title companies on this branch's loans (spellings merged)",
         "tags": [
           "Branches"
         ]
       }
     },
-    "/v1/branches/{nmlsId}/roster": {
+    "/v1/branches/{nmlsId}/loans": {
       "post": {
-        "description": "The loan officers currently registered to this branch location who hold an active sponsorship or registration — one row per person, with current employer, tenure, years in the industry, manager flags and collected contact info. This is the LICENSING roster; for the loan officers whose loans public record attributes to the branch, use `branchOriginators`.",
-        "operationId": "branchRoster",
+        "description": "Returns the individual loans attributed to this branch office — the branch's own book, not its parent company's. Accepts the same filters, sorts and pagination as the main loan search. Attribution comes from public record, so this is the branch's recorded footprint and can be smaller than the production totals on `GET /v1/branches/{nmlsId}`.",
+        "operationId": "branchLoans",
         "parameters": [
           {
             "description": "Branch NMLS ID",
@@ -40310,7 +41233,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BranchRosterRequest"
+                "$ref": "#/components/schemas/LoanListRequest"
               }
             }
           }
@@ -40320,11 +41243,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BranchRosterResponse"
+                  "$ref": "#/components/schemas/LoanListResponse"
                 }
               }
             },
-            "description": "Paginated roster"
+            "description": "Paginated list of loans written by this branch"
           },
           "400": {
             "content": {
@@ -40364,7 +41287,7 @@
                 }
               }
             },
-            "description": "Branch not found"
+            "description": "Not found"
           },
           "413": {
             "content": {
@@ -40377,101 +41300,33 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Loan officers on this branch's current roster",
+        "summary": "Loans written by this branch",
         "tags": [
           "Branches"
         ]
       }
     },
-    "/v1/companies": {
+    "/v1/branches/{nmlsId}/roster": {
       "post": {
-        "description": "Search and list individual mortgage companies with filters — one row per company. Filter by name, NMLS ID, location (state, county, city, zip), and production metrics (loan volume, units, market share) by period and geography, with sorting and cursor pagination. This is the per-company record search: use it to find specific mortgage lenders/companies or build a filtered company list. (For a single company by ID use the company detail endpoint.) If you only need how many companies match and not the records themselves, send the same request body to `countCompanies`.",
-        "operationId": "listCompanies",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/CompanyListRequest"
-              }
+        "description": "The loan officers currently registered to this branch location who hold an active sponsorship or registration — one row per person, with current employer, tenure, years in the industry, manager flags and collected contact info. This is the LICENSING roster; for the loan officers whose loans public record attributes to the branch, use `branchOriginators`.",
+        "operationId": "branchRoster",
+        "parameters": [
+          {
+            "description": "Branch NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Branch NMLS ID",
+              "type": "string"
             }
           }
-        },
-        "responses": {
-          "200": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/CompanyListResponse"
-                }
-              }
-            },
-            "description": "Paginated list of companies"
-          },
-          "400": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Validation error. Includes unresolvable location filters: a `city`/`county`/`state`/`zip` value that does not match a recognized location returns 400 rather than an empty result set. Resolve the name with `instantSearch` (use an id from its `results.locations[]`) or `suggestLocations` (use the `id` of a `source: \"dictionary\"` result), then pass that id back as the filter value."
-          },
-          "401": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Unauthorized"
-          },
-          "403": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
-          },
-          "404": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Not found"
-          },
-          "413": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/PayloadTooLarge"
-                }
-              }
-            },
-            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
-          }
-        },
-        "summary": "Search companies with filters",
-        "tags": [
-          "Companies"
-        ]
-      }
-    },
-    "/v1/companies/analytics/chart": {
-      "post": {
-        "operationId": "companyAnalyticsChart",
+        ],
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/CompanyChartRequest"
+                "$ref": "#/components/schemas/BranchRosterRequest"
               }
             }
           }
@@ -40481,11 +41336,172 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ChartResponse"
+                  "$ref": "#/components/schemas/BranchRosterResponse"
                 }
               }
             },
-            "description": "Chart data. Money measures (`volume`, `avgSalePrice`, `avgListPrice`) are sentinel-guarded. Excludes values outside 0–100,000,000 — the source encodes unknown values as an out-of-range fill, and averaging them raw is wrong by orders of magnitude. The bound is applied before the metric and is not part of the public filter surface, so an equivalent range filter will not reproduce this figure exactly."
+            "description": "Paginated roster"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Branch not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Loan officers on this branch's current roster",
+        "tags": [
+          "Branches"
+        ]
+      }
+    },
+    "/v1/companies": {
+      "post": {
+        "description": "Search and list individual mortgage companies with filters — one row per company. Filter by name, NMLS ID, location (state, county, city, zip), and production metrics (loan volume, units, market share) by period and geography, with sorting and cursor pagination. This is the per-company record search: use it to find specific mortgage lenders/companies or build a filtered company list. (For a single company by ID use the company detail endpoint.) If you only need how many companies match and not the records themselves, send the same request body to `countCompanies`.",
+        "operationId": "listCompanies",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CompanyListRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CompanyListResponse"
+                }
+              }
+            },
+            "description": "Paginated list of companies"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error. Includes unresolvable location filters: a `city`/`county`/`state`/`zip` value that does not match a recognized location returns 400 rather than an empty result set. Resolve the name with `instantSearch` (use an id from its `results.locations[]`) or `suggestLocations` (use the `id` of a `source: \"dictionary\"` result), then pass that id back as the filter value."
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Search companies with filters",
+        "tags": [
+          "Companies"
+        ]
+      }
+    },
+    "/v1/companies/analytics/chart": {
+      "post": {
+        "operationId": "companyAnalyticsChart",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CompanyChartRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ChartResponse"
+                }
+              }
+            },
+            "description": "Chart data. Money measures (`volume`, `avgSalePrice`, `avgListPrice`) are sentinel-guarded. Excludes values outside 0–100,000,000 — the source encodes unknown values as an out-of-range fill, and averaging them raw is wrong by orders of magnitude. The bound is applied before the metric and is not part of the public filter surface, so an equivalent range filter will not reproduce this figure exactly."
           },
           "400": {
             "content": {
@@ -42130,9 +43146,10 @@
         ]
       }
     },
-    "/v1/companies/{nmlsId}/breakdowns/zip-codes": {
+    "/v1/companies/{nmlsId}/breakdowns/title-companies": {
       "post": {
-        "operationId": "companyZipCodes",
+        "description": "Ranks the title companies on this entity's loans (recorded deeds, `recording_date` window — the same population and period axis as every other loans breakdown). Spellings of one company are MERGED: `label` is its most-used spelling, `id` the normalized name every spelling was grouped under (legal-form and filler words such as `inc`, `llc`, `co`, `company`, `title`, `escrow` removed; `natl` → `national`). Placeholder entries meaning \"no title company recorded\" (`none available` and its misspellings, `unknown`, `n/a`, …) and names shorter than 3 characters are excluded rather than ranked. `attorney` and `accommodation` are kept: they say who closed. `pctUnits` / `pctVolume` are shares of the entity's WHOLE loan population in the window, including loans with no title company, so they do not sum to 100 across the page. Pages of up to 100 via `pagination`.",
+        "operationId": "companyTitleCompanies",
         "parameters": [
           {
             "description": "Company NMLS ID",
@@ -42163,7 +43180,7 @@
                 }
               }
             },
-            "description": "Breakdown of the company's loans by zip-codes"
+            "description": "Breakdown of the entity's loans by title company"
           },
           "400": {
             "content": {
@@ -42216,15 +43233,15 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Zip-code volume breakdown across this company's loans",
+        "summary": "Title companies on this company's loans (spellings merged)",
         "tags": [
           "Companies"
         ]
       }
     },
-    "/v1/companies/{nmlsId}/early-exits": {
-      "get": {
-        "operationId": "companyEarlyExits",
+    "/v1/companies/{nmlsId}/breakdowns/zip-codes": {
+      "post": {
+        "operationId": "companyZipCodes",
         "parameters": [
           {
             "description": "Company NMLS ID",
@@ -42235,79 +43252,27 @@
               "description": "Company NMLS ID",
               "type": "string"
             }
-          },
-          {
-            "description": "Preset window when `from`/`to` are not given (default `last12Months`). Rolling periods start on the FIRST day of the month N months back and end today; a year is Jan 1 – Dec 31; `allTime` starts 2017-01-01, the earliest reliable registration data. Also selects the production period for volume/units.",
-            "in": "query",
-            "name": "period",
-            "required": false,
-            "schema": {
-              "allOf": [
-                {
-                  "$ref": "#/components/schemas/Period"
-                },
-                {
-                  "description": "Preset window when `from`/`to` are not given (default `last12Months`). Rolling periods start on the FIRST day of the month N months back and end today; a year is Jan 1 – Dec 31; `allTime` starts 2017-01-01, the earliest reliable registration data. Also selects the production period for volume/units."
-                }
-              ]
-            }
-          },
-          {
-            "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-            "in": "query",
-            "name": "from",
-            "required": false,
-            "schema": {
-              "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-            "in": "query",
-            "name": "to",
-            "required": false,
-            "schema": {
-              "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
-            "in": "query",
-            "name": "month",
-            "required": false,
-            "schema": {
-              "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
-              "pattern": "^\\d{4}-\\d{2}$/u",
-              "type": "string"
-            }
-          },
-          {
-            "description": "An exit within this many days of the start is EARLY (default 90). Also the 'recent start' and incomplete-cohort horizon.",
-            "in": "query",
-            "name": "withinDays",
-            "required": false,
-            "schema": {
-              "description": "An exit within this many days of the start is EARLY (default 90). Also the 'recent start' and incomplete-cohort horizon.",
-              "maximum": 730,
-              "minimum": 1,
-              "type": "integer"
-            }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/BreakdownRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CompanyEarlyExitsResponse"
+                  "$ref": "#/components/schemas/BreakdownResponse"
                 }
               }
             },
-            "description": "Early-exit cohorts"
+            "description": "Breakdown of the company's loans by zip-codes"
           },
           "400": {
             "content": {
@@ -42360,15 +43325,15 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Hire cohorts and how many left within N days",
+        "summary": "Zip-code volume breakdown across this company's loans",
         "tags": [
           "Companies"
         ]
       }
     },
-    "/v1/companies/{nmlsId}/employee-stats": {
+    "/v1/companies/{nmlsId}/early-exits": {
       "get": {
-        "operationId": "companyEmployeeStats",
+        "operationId": "companyEarlyExits",
         "parameters": [
           {
             "description": "Company NMLS ID",
@@ -42403,7 +43368,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42414,9 +43379,32 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
+            "in": "query",
+            "name": "month",
+            "required": false,
+            "schema": {
+              "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
+              "pattern": "^\\d{4}-\\d{2}$",
               "type": "string"
             }
+          },
+          {
+            "description": "An exit within this many days of the start is EARLY (default 90). Also the 'recent start' and incomplete-cohort horizon.",
+            "in": "query",
+            "name": "withinDays",
+            "required": false,
+            "schema": {
+              "description": "An exit within this many days of the start is EARLY (default 90). Also the 'recent start' and incomplete-cohort horizon.",
+              "maximum": 730,
+              "minimum": 1,
+              "type": "integer"
+            }
           }
         ],
         "responses": {
@@ -42424,11 +43412,132 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CompanyEmployeeStatsResponse"
+                  "$ref": "#/components/schemas/CompanyEarlyExitsResponse"
                 }
               }
             },
-            "description": "Roster and mover statistics"
+            "description": "Early-exit cohorts"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Hire cohorts and how many left within N days",
+        "tags": [
+          "Companies"
+        ]
+      }
+    },
+    "/v1/companies/{nmlsId}/employee-stats": {
+      "get": {
+        "operationId": "companyEmployeeStats",
+        "parameters": [
+          {
+            "description": "Company NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Company NMLS ID",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Preset window when `from`/`to` are not given (default `last12Months`). Rolling periods start on the FIRST day of the month N months back and end today; a year is Jan 1 – Dec 31; `allTime` starts 2017-01-01, the earliest reliable registration data. Also selects the production period for volume/units.",
+            "in": "query",
+            "name": "period",
+            "required": false,
+            "schema": {
+              "allOf": [
+                {
+                  "$ref": "#/components/schemas/Period"
+                },
+                {
+                  "description": "Preset window when `from`/`to` are not given (default `last12Months`). Rolling periods start on the FIRST day of the month N months back and end today; a year is Jan 1 – Dec 31; `allTime` starts 2017-01-01, the earliest reliable registration data. Also selects the production period for volume/units."
+                }
+              ]
+            }
+          },
+          {
+            "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
+            "in": "query",
+            "name": "from",
+            "required": false,
+            "schema": {
+              "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
+            "in": "query",
+            "name": "to",
+            "required": false,
+            "schema": {
+              "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CompanyEmployeeStatsResponse"
+                }
+              }
+            },
+            "description": "Roster and mover statistics"
           },
           "400": {
             "content": {
@@ -42541,7 +43650,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42552,7 +43661,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42563,7 +43672,7 @@
             "required": false,
             "schema": {
               "description": "Roster AS OF this date (YYYY-MM-DD): loan officers with a record covering it. Replaces the window; `status` must be `active` or omitted.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42739,7 +43848,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42750,7 +43859,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43150,7 +44259,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43161,7 +44270,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43651,32 +44760,97 @@
         ]
       }
     },
-    "/v1/crm/activity/referenced": {
-      "get": {
-        "operationId": "listCrmReferencedActivity",
-        "parameters": [
-          {
-            "description": "The CRM record whose referenced (trickled-up) activity to read.",
-            "in": "query",
-            "name": "entityId",
-            "required": true,
-            "schema": {
-              "description": "The CRM record whose referenced (trickled-up) activity to read.",
-              "minLength": 1,
-              "type": "string"
+    "/v1/crm/activity/log": {
+      "patch": {
+        "operationId": "editCrmLoggedActivity",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "properties": {
+                  "activityType": {
+                    "$ref": "#/components/schemas/CrmLoggedActivityType"
+                  },
+                  "body": {
+                    "type": "string"
+                  },
+                  "bodyHtml": {
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "direction": {
+                    "description": "call + email only.",
+                    "enum": [
+                      "inbound",
+                      "outbound",
+                      null
+                    ],
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "durationMinutes": {
+                    "description": "call + meeting only, in minutes.",
+                    "maximum": 1440,
+                    "minimum": 0,
+                    "nullable": true,
+                    "type": "integer"
+                  },
+                  "grantRecordAccessUserIds": {
+                    "items": {
+                      "type": "string"
+                    },
+                    "type": "array"
+                  },
+                  "id": {
+                    "minLength": 1,
+                    "type": "string"
+                  },
+                  "listId": {
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "occurredAt": {
+                    "description": "Epoch ms the activity actually happened. Must be ≤ now + 5 minutes.",
+                    "exclusiveMinimum": true,
+                    "minimum": 0,
+                    "type": "integer"
+                  },
+                  "outcome": {
+                    "description": "call: connected | voicemail | no_answer | busy. meeting: held | no_show. Not allowed for email/task.",
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "recordName": {
+                    "type": "string"
+                  },
+                  "title": {
+                    "description": "Meeting title / email subject / task title. Not allowed for a call; required for a task.",
+                    "maxLength": 200,
+                    "nullable": true,
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "id",
+                  "activityType",
+                  "occurredAt",
+                  "body"
+                ],
+                "type": "object"
+              }
             }
           }
-        ],
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmReferencedActivityList"
+                  "$ref": "#/components/schemas/CrmEditLoggedActivityResult"
                 }
               }
             },
-            "description": "Notes authored on other records that reference this record, newest first."
+            "description": "Whether the logged entry was updated."
           },
           "400": {
             "content": {
@@ -43716,7 +44890,7 @@
                 }
               }
             },
-            "description": "Not found"
+            "description": "No live logged entry with that id — either it doesn't exist, was deleted, or isn't a logged entry (this route can't edit a plain note)."
           },
           "413": {
             "content": {
@@ -43729,36 +44903,267 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "List notes from other records that reference this one (trickled up)",
+        "summary": "Edit a logged activity entry",
         "tags": [
           "CRM"
         ]
-      }
-    },
-    "/v1/crm/caller-ids": {
-      "delete": {
-        "operationId": "deleteCrmCallerId",
-        "parameters": [
-          {
-            "in": "query",
-            "name": "id",
-            "required": true,
-            "schema": {
-              "minLength": 1,
-              "type": "string"
+      },
+      "post": {
+        "operationId": "logCrmActivity",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "properties": {
+                  "activityType": {
+                    "$ref": "#/components/schemas/CrmLoggedActivityType"
+                  },
+                  "body": {
+                    "type": "string"
+                  },
+                  "bodyHtml": {
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "direction": {
+                    "description": "call + email only.",
+                    "enum": [
+                      "inbound",
+                      "outbound",
+                      null
+                    ],
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "durationMinutes": {
+                    "description": "call + meeting only, in minutes.",
+                    "maximum": 1440,
+                    "minimum": 0,
+                    "nullable": true,
+                    "type": "integer"
+                  },
+                  "entityId": {
+                    "minLength": 1,
+                    "type": "string"
+                  },
+                  "grantRecordAccessUserIds": {
+                    "items": {
+                      "type": "string"
+                    },
+                    "type": "array"
+                  },
+                  "listId": {
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "occurredAt": {
+                    "description": "Epoch ms the activity actually happened. Must be ≤ now + 5 minutes.",
+                    "exclusiveMinimum": true,
+                    "minimum": 0,
+                    "type": "integer"
+                  },
+                  "outcome": {
+                    "description": "call: connected | voicemail | no_answer | busy. meeting: held | no_show. Not allowed for email/task.",
+                    "nullable": true,
+                    "type": "string"
+                  },
+                  "recordName": {
+                    "type": "string"
+                  },
+                  "title": {
+                    "description": "Meeting title / email subject / task title. Not allowed for a call; required for a task.",
+                    "maxLength": 200,
+                    "nullable": true,
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "entityId",
+                  "activityType",
+                  "occurredAt",
+                  "body"
+                ],
+                "type": "object"
+              }
             }
           }
-        ],
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmDeleteCallerIdResult"
+                  "$ref": "#/components/schemas/CrmLogActivityResult"
                 }
               }
             },
-            "description": "Whether the caller ID was removed."
+            "description": "The new logged entry's id."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Log a Call/Meeting/Email/Task that happened outside Model Match",
+        "tags": [
+          "CRM"
+        ]
+      }
+    },
+    "/v1/crm/activity/referenced": {
+      "get": {
+        "operationId": "listCrmReferencedActivity",
+        "parameters": [
+          {
+            "description": "The CRM record whose referenced (trickled-up) activity to read.",
+            "in": "query",
+            "name": "entityId",
+            "required": true,
+            "schema": {
+              "description": "The CRM record whose referenced (trickled-up) activity to read.",
+              "minLength": 1,
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmReferencedActivityList"
+                }
+              }
+            },
+            "description": "Notes authored on other records that reference this record, newest first."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "List notes from other records that reference this one (trickled up)",
+        "tags": [
+          "CRM"
+        ]
+      }
+    },
+    "/v1/crm/caller-ids": {
+      "delete": {
+        "operationId": "deleteCrmCallerId",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "minLength": 1,
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmDeleteCallerIdResult"
+                }
+              }
+            },
+            "description": "Whether the caller ID was removed."
           },
           "400": {
             "content": {
@@ -57312,7 +58717,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57324,7 +58729,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57336,7 +58741,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57455,7 +58860,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57467,7 +58872,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57479,7 +58884,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57503,7 +58908,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57622,7 +59027,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57634,7 +59039,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57646,7 +59051,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57670,7 +59075,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57792,7 +59197,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57804,7 +59209,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57816,7 +59221,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57840,7 +59245,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57973,7 +59378,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57985,7 +59390,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57997,7 +59402,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58021,7 +59426,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58154,7 +59559,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58166,7 +59571,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58178,7 +59583,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58202,7 +59607,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58382,7 +59787,7 @@
             "required": false,
             "schema": {
               "description": "Calendar year to rank (default: last year).",
-              "pattern": "^\\d{4}$/u",
+              "pattern": "^\\d{4}$",
               "type": "string"
             }
           },
@@ -58511,7 +59916,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58523,7 +59928,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58535,7 +59940,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58559,7 +59964,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           }
@@ -58666,7 +60071,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58678,7 +60083,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58690,7 +60095,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58714,7 +60119,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -59013,7 +60418,7 @@
             "required": false,
             "schema": {
               "description": "Usage window start (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -59024,7 +60429,7 @@
             "required": false,
             "schema": {
               "description": "Usage window end (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           }
@@ -61157,9 +62562,10 @@
         ]
       }
     },
-    "/v1/originators/{nmlsId}/breakdowns/zip-codes": {
+    "/v1/originators/{nmlsId}/breakdowns/title-companies": {
       "post": {
-        "operationId": "originatorZipCodes",
+        "description": "Ranks the title companies on this entity's loans (recorded deeds, `recording_date` window — the same population and period axis as every other loans breakdown). Spellings of one company are MERGED: `label` is its most-used spelling, `id` the normalized name every spelling was grouped under (legal-form and filler words such as `inc`, `llc`, `co`, `company`, `title`, `escrow` removed; `natl` → `national`). Placeholder entries meaning \"no title company recorded\" (`none available` and its misspellings, `unknown`, `n/a`, …) and names shorter than 3 characters are excluded rather than ranked. `attorney` and `accommodation` are kept: they say who closed. `pctUnits` / `pctVolume` are shares of the entity's WHOLE loan population in the window, including loans with no title company, so they do not sum to 100 across the page. Pages of up to 100 via `pagination`.",
+        "operationId": "originatorTitleCompanies",
         "parameters": [
           {
             "description": "Originator NMLS ID",
@@ -61190,7 +62596,7 @@
                 }
               }
             },
-            "description": "Breakdown of the LO's loans by zip-codes"
+            "description": "Breakdown of the entity's loans by title company"
           },
           "400": {
             "content": {
@@ -61243,15 +62649,15 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Zip-code volume breakdown",
+        "summary": "Title companies on this LO's loans (spellings merged)",
         "tags": [
           "Originators"
         ]
       }
     },
-    "/v1/originators/{nmlsId}/loans": {
+    "/v1/originators/{nmlsId}/breakdowns/zip-codes": {
       "post": {
-        "operationId": "originatorLoans",
+        "operationId": "originatorZipCodes",
         "parameters": [
           {
             "description": "Originator NMLS ID",
@@ -61268,7 +62674,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/LoanListRequest"
+                "$ref": "#/components/schemas/BreakdownRequest"
               }
             }
           }
@@ -61278,11 +62684,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/LoanListResponse"
+                  "$ref": "#/components/schemas/BreakdownResponse"
                 }
               }
             },
-            "description": "Paginated list of loans originated by this LO"
+            "description": "Breakdown of the LO's loans by zip-codes"
           },
           "400": {
             "content": {
@@ -61335,16 +62741,15 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Loans originated by this LO",
+        "summary": "Zip-code volume breakdown",
         "tags": [
           "Originators"
         ]
       }
     },
-    "/v1/originators/{nmlsId}/markets": {
+    "/v1/originators/{nmlsId}/loans": {
       "post": {
-        "description": "One blended view of a loan officer's lending footprint: the ZIP codes they originated in, city / county / state rollups of the same scope, and the period totals those markets are a share of. AVERAGES ARE VOLUME-WEIGHTED: the summary loan size is Σ volume ÷ Σ units, not an unweighted mean of the per-market averages (on a real footprint the two differ by thousands of dollars). Sending `zipCodes` narrows every grain to those ZIPs; sending a `dateRange` re-cuts the window. Either switches the response from the LO's pre-aggregated footprint to a live aggregation of their loans — `source` and `sourceReasons` say which was used, and bucket `key` forms differ between them (use `name` for display). All shares on this response are 0–100 percentages. A summary can cover less than the whole book: production that could not be attributed to a place is held out and reported in `summary.unresolved` rather than being folded in or silently dropped. The summary also carries a Community Lending mix — what kind of neighborhood this book lands in. These are U.S. Census tract-level aggregates describing whole neighborhoods, never individual, household or applicant attributes. Unscoped it is the LO's own whole-period mix; a ZIP or date scope recomputes it over the markets in scope, and `summary.communityLending.basis` says which you got.",
-        "operationId": "originatorMarkets",
+        "operationId": "originatorLoans",
         "parameters": [
           {
             "description": "Originator NMLS ID",
@@ -61361,7 +62766,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/OriginatorMarketsRequest"
+                "$ref": "#/components/schemas/LoanListRequest"
               }
             }
           }
@@ -61371,11 +62776,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/OriginatorMarketsResponse"
+                  "$ref": "#/components/schemas/LoanListResponse"
                 }
               }
             },
-            "description": "The LO's blended market footprint"
+            "description": "Paginated list of loans originated by this LO"
           },
           "400": {
             "content": {
@@ -61415,7 +62820,7 @@
                 }
               }
             },
-            "description": "Originator not found"
+            "description": "Not found"
           },
           "413": {
             "content": {
@@ -61428,16 +62833,16 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "The markets this LO lends in",
+        "summary": "Loans originated by this LO",
         "tags": [
           "Originators"
         ]
       }
     },
-    "/v1/originators/{nmlsId}/properties": {
+    "/v1/originators/{nmlsId}/markets": {
       "post": {
-        "description": "Returns the parcels this loan officer is attributed to in public record — the reverse of the `parties` block on `GET /v1/properties/{id}`. Accepts the same filters, sorts and pagination as the main property search, so a caller can ask 'this LO's parcels in Travis County built after 2015' in one request. Attribution is ALL-TIME: a parcel stays in this LO's set after the loan is paid off, because the question is career reach rather than current book. An LO with no attributed parcels returns an empty page, not a 404 — the LO may be real and simply have nothing in the public record yet.",
-        "operationId": "originatorProperties",
+        "description": "One blended view of a loan officer's lending footprint: the ZIP codes they originated in, city / county / state rollups of the same scope, and the period totals those markets are a share of. AVERAGES ARE VOLUME-WEIGHTED: the summary loan size is Σ volume ÷ Σ units, not an unweighted mean of the per-market averages (on a real footprint the two differ by thousands of dollars). Sending `zipCodes` narrows every grain to those ZIPs; sending a `dateRange` re-cuts the window. Either switches the response from the LO's pre-aggregated footprint to a live aggregation of their loans — `source` and `sourceReasons` say which was used, and bucket `key` forms differ between them (use `name` for display). All shares on this response are 0–100 percentages. A summary can cover less than the whole book: production that could not be attributed to a place is held out and reported in `summary.unresolved` rather than being folded in or silently dropped. The summary also carries a Community Lending mix — what kind of neighborhood this book lands in. These are U.S. Census tract-level aggregates describing whole neighborhoods, never individual, household or applicant attributes. Unscoped it is the LO's own whole-period mix; a ZIP or date scope recomputes it over the markets in scope, and `summary.communityLending.basis` says which you got.",
+        "operationId": "originatorMarkets",
         "parameters": [
           {
             "description": "Originator NMLS ID",
@@ -61454,7 +62859,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/PropertyListRequest"
+                "$ref": "#/components/schemas/OriginatorMarketsRequest"
               }
             }
           }
@@ -61464,11 +62869,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/PropertyListResponse"
+                  "$ref": "#/components/schemas/OriginatorMarketsResponse"
                 }
               }
             },
-            "description": "Paginated list of parcels attributed to this LO"
+            "description": "The LO's blended market footprint"
           },
           "400": {
             "content": {
@@ -61508,7 +62913,7 @@
                 }
               }
             },
-            "description": "Not found"
+            "description": "Originator not found"
           },
           "413": {
             "content": {
@@ -61521,16 +62926,28 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Properties this loan officer has touched",
+        "summary": "The markets this LO lends in",
         "tags": [
           "Originators"
         ]
       }
     },
-    "/v1/properties": {
+    "/v1/originators/{nmlsId}/properties": {
       "post": {
-        "description": "Search and list individual properties/parcels with filters — one row per parcel. Filter by location (state, county, city, zip, address), owner name, property characteristics (beds, baths, square footage, year built, property type), value, and ownership or transaction history, with sorting and cursor pagination. This is the discrete per-property record search: use it to find specific properties or build a filtered property list. (For a single property by its ID use the property detail endpoint.) If you only need how many properties match and not the records themselves, send the same request body to `countProperties`.",
-        "operationId": "listProperties",
+        "description": "Returns the parcels this loan officer is attributed to in public record — the reverse of the `parties` block on `GET /v1/properties/{id}`. Accepts the same filters, sorts and pagination as the main property search, so a caller can ask 'this LO's parcels in Travis County built after 2015' in one request. Attribution is ALL-TIME: a parcel stays in this LO's set after the loan is paid off, because the question is career reach rather than current book. An LO with no attributed parcels returns an empty page, not a 404 — the LO may be real and simply have nothing in the public record yet.",
+        "operationId": "originatorProperties",
+        "parameters": [
+          {
+            "description": "Originator NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Originator NMLS ID",
+              "type": "string"
+            }
+          }
+        ],
         "requestBody": {
           "content": {
             "application/json": {
@@ -61549,7 +62966,7 @@
                 }
               }
             },
-            "description": "Paginated list of properties"
+            "description": "Paginated list of parcels attributed to this LO"
           },
           "400": {
             "content": {
@@ -61602,20 +63019,21 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Search properties with filters",
+        "summary": "Properties this loan officer has touched",
         "tags": [
-          "Properties"
+          "Originators"
         ]
       }
     },
-    "/v1/properties/analytics/chart": {
+    "/v1/properties": {
       "post": {
-        "operationId": "propertiesAnalyticsChart",
+        "description": "Search and list individual properties/parcels with filters — one row per parcel. Filter by location (state, county, city, zip, address), owner name, property characteristics (beds, baths, square footage, year built, property type), value, and ownership or transaction history, with sorting and cursor pagination. This is the discrete per-property record search: use it to find specific properties or build a filtered property list. (For a single property by its ID use the property detail endpoint.) If you only need how many properties match and not the records themselves, send the same request body to `countProperties`.",
+        "operationId": "listProperties",
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/PropertyChartRequest"
+                "$ref": "#/components/schemas/PropertyListRequest"
               }
             }
           }
@@ -61625,11 +63043,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ChartResponse"
+                  "$ref": "#/components/schemas/PropertyListResponse"
                 }
               }
             },
-            "description": "Chart data with measure/slice breakdown"
+            "description": "Paginated list of properties"
           },
           "400": {
             "content": {
@@ -61682,20 +63100,20 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Configurable chart data (measure × slice)",
+        "summary": "Search properties with filters",
         "tags": [
           "Properties"
         ]
       }
     },
-    "/v1/properties/analytics/summary": {
+    "/v1/properties/analytics/chart": {
       "post": {
-        "operationId": "propertiesAnalyticsSummary",
+        "operationId": "propertiesAnalyticsChart",
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/PropertySummaryRequest"
+                "$ref": "#/components/schemas/PropertyChartRequest"
               }
             }
           }
@@ -61705,11 +63123,91 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/PropertyAnalyticsResponse"
+                  "$ref": "#/components/schemas/ChartResponse"
                 }
               }
             },
-            "description": "Property count and average AVM value"
+            "description": "Chart data with measure/slice breakdown"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Configurable chart data (measure × slice)",
+        "tags": [
+          "Properties"
+        ]
+      }
+    },
+    "/v1/properties/analytics/summary": {
+      "post": {
+        "operationId": "propertiesAnalyticsSummary",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/PropertySummaryRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PropertyAnalyticsResponse"
+                }
+              }
+            },
+            "description": "Property count and average AVM value"
           },
           "400": {
             "content": {
@@ -62466,6 +63964,17 @@
               "description": "Pagination cursor from a previous response",
               "type": "string"
             }
+          },
+          {
+            "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+            "in": "query",
+            "name": "propertyId",
+            "required": false,
+            "schema": {
+              "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+              "minLength": 1,
+              "type": "string"
+            }
           }
         ],
         "responses": {
@@ -63584,6 +65093,473 @@
         ]
       }
     },
+    "/v1/saved-filters": {
+      "get": {
+        "description": "The caller's saved filters (and saved CRM views) in the active organization, oldest first, optionally narrowed by target and kind.",
+        "operationId": "listSavedFilters",
+        "parameters": [
+          {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "in": "query",
+            "name": "target",
+            "required": false,
+            "schema": {
+              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+              "enum": [
+                "originators",
+                "agents",
+                "companies",
+                "branches",
+                "offices",
+                "loans",
+                "properties",
+                "sales",
+                "crm_people",
+                "crm_companies"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "in": "query",
+            "name": "kind",
+            "required": false,
+            "schema": {
+              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+              "enum": [
+                "filter",
+                "view"
+              ],
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterList"
+                }
+              }
+            },
+            "description": "Saved filters."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "List your saved filters",
+        "tags": [
+          "Saved Filters"
+        ]
+      },
+      "post": {
+        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. Limit: 25 per target.",
+        "operationId": "createSavedFilter",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CreateSavedFilterRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "201": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CreateSavedFilterResult"
+                }
+              }
+            },
+            "description": "The saved filter."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Save a filter",
+        "tags": [
+          "Saved Filters"
+        ]
+      }
+    },
+    "/v1/saved-filters/{id}": {
+      "delete": {
+        "operationId": "deleteSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
+                }
+              }
+            },
+            "description": "Deleted."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "No saved filter with that id belongs to the caller."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Delete a saved filter",
+        "tags": [
+          "Saved Filters"
+        ]
+      },
+      "get": {
+        "description": "Returns the saved `query` and the `operationId` to run it with. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
+        "operationId": "getSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/GetSavedFilterResult"
+                }
+              }
+            },
+            "description": "The saved filter."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "No saved filter with that id belongs to the caller."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Get a saved filter (with the operation to run it)",
+        "tags": [
+          "Saved Filters"
+        ]
+      },
+      "patch": {
+        "description": "Rename, re-icon, or replace the query / UI state. The target is fixed. A new `query` is validated like on create.",
+        "operationId": "updateSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
+                }
+              }
+            },
+            "description": "The updated filter."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "No saved filter with that id belongs to the caller."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Update a saved filter",
+        "tags": [
+          "Saved Filters"
+        ]
+      }
+    },
     "/v1/search-token": {
       "get": {
         "description": "Returns a short-lived scoped search token plus the host to query, so a trusted client can search the entity indexes directly with per-query controls (e.g. attributesToSearchOn for name-only matching).",
@@ -63744,6 +65720,10 @@
       "description": "Real-estate sales transactions",
       "name": "Sales"
     },
+    {
+      "description": "Your saved list filters — store a query once, re-run it against its list operation",
+      "name": "Saved Filters"
+    },
     {
       "description": "Instant multi-entity search",
       "name": "Search"