@model-match/api 3.16.0 → 3.18.0

package/openapi.json

@@ -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"
       },
@@ -4918,7 +4947,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/BranchSlice"
+            "$ref": "#/components/schemas/BranchSegment"
           }
         },
         "required": [
@@ -5353,6 +5382,35 @@
         },
         "type": "array"
       },
+      "BulkDeliveryBilling": {
+        "description": "`credits` = billed at 1 credit per delivered row. `none` = not billed (push-target deliveries from the ModelMatch web app).",
+        "enum": [
+          "credits",
+          "none"
+        ],
+        "type": "string"
+      },
+      "BulkDeliveryDestination": {
+        "description": "Where the finished delivery goes. Omit for the default — a file you download from the status endpoint. `push-target`: when the job completes, the rows are handed to the named push target, which sends them to its configured HTTPS destination using its own field mapping and signing. The target is checked at submit (it must exist, be enabled, accept this entity, and be usable by you on your plan) — a failed check rejects the submit with the push target's error `code`. `format` is ignored (the handoff is always gzipped NDJSON), and when the target's mapping reads only some fields, only those fields (plus `id`) are delivered. Row limits, entitlements, `limit`, and billing (1 credit / row) are unchanged, except that push-target deliveries submitted from the ModelMatch web app are not billed. Poll the job for `pushBatchId`; a handoff that cannot be completed fails the job with error `push_handoff_failed` and is not billed.",
+        "properties": {
+          "targetId": {
+            "description": "Id of a push target configured on the active workspace (or your own member push targets).",
+            "minLength": 1,
+            "type": "string"
+          },
+          "type": {
+            "enum": [
+              "push-target"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "targetId"
+        ],
+        "type": "object"
+      },
       "BulkDeliveryForbidden": {
         "properties": {
           "entitlementKey": {
@@ -5390,7 +5448,7 @@
         "type": "object"
       },
       "BulkDeliveryFormat": {
-        "description": "Output file format for the delivered dataset. Every format contains the same rows — the entity's list/summary DTO (e.g. `LoanSummary`), one record per row. `ndjson`: gzipped newline-delimited JSON (`application/x-ndjson`, `.ndjson.gz`). `json`: a single JSON array (`application/json`, `.json`). `csv`: RFC 4180 (`text/csv`, `.csv`). `parquet`: typed columnar Apache Parquet — scalar fields keep their DTO types, nested fields are JSON-encoded strings (`application/vnd.apache.parquet`, `.parquet`).",
+        "description": "Output file format for the delivered dataset. Every format contains the same rows — the entity's list/summary DTO (e.g. `LoanSummary`), one record per row. `ndjson`: gzipped newline-delimited JSON (`application/x-ndjson`, `.ndjson.gz`). `json`: a single JSON array (`application/json`, `.json`). `csv`: RFC 4180 (`text/csv`, `.csv`). `parquet`: typed columnar Apache Parquet — scalar fields keep their DTO types, nested fields are JSON-encoded strings (`application/vnd.apache.parquet`, `.parquet`). Required on submit unless `destination` is a push target, which always delivers gzipped NDJSON (a missing `format` on a file delivery is a 400 `format_required`).",
         "enum": [
           "ndjson",
           "json",
@@ -5436,6 +5494,31 @@
         ],
         "type": "object"
       },
+      "BulkDeliveryInsufficientScope": {
+        "properties": {
+          "error": {
+            "enum": [
+              "insufficient_scope"
+            ],
+            "type": "string"
+          },
+          "message": {
+            "type": "string"
+          },
+          "requiredScope": {
+            "enum": [
+              "push-targets:send"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "error",
+          "requiredScope",
+          "message"
+        ],
+        "type": "object"
+      },
       "BulkDeliveryPreflightExceeded": {
         "properties": {
           "error": {
@@ -5461,8 +5544,52 @@
         ],
         "type": "object"
       },
+      "BulkDeliveryPushTargetError": {
+        "description": "The push-target destination was refused: `TARGET_NOT_FOUND` (404), `FORBIDDEN` (403), `PLAN_REQUIRED` (402), `TARGET_DISABLED` (409), `ENTITY_MISMATCH` (400).",
+        "properties": {
+          "code": {
+            "enum": [
+              "TARGET_NOT_FOUND",
+              "FORBIDDEN",
+              "PLAN_REQUIRED",
+              "TARGET_DISABLED",
+              "ENTITY_MISMATCH"
+            ],
+            "type": "string"
+          },
+          "error": {
+            "enum": [
+              "TARGET_NOT_FOUND",
+              "FORBIDDEN",
+              "PLAN_REQUIRED",
+              "TARGET_DISABLED",
+              "ENTITY_MISMATCH"
+            ],
+            "type": "string"
+          },
+          "message": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "error",
+          "code",
+          "message"
+        ],
+        "type": "object"
+      },
       "BulkDeliveryStatusResponse": {
         "properties": {
+          "billing": {
+            "$ref": "#/components/schemas/BulkDeliveryBilling"
+          },
+          "billingReason": {
+            "description": "Why `billing` is `none`: `first_party_push_target` = a push-target delivery submitted from the ModelMatch web app.",
+            "enum": [
+              "first_party_push_target"
+            ],
+            "type": "string"
+          },
           "bytes": {
             "minimum": 0,
             "type": "integer"
@@ -5484,6 +5611,9 @@
             "minimum": 0,
             "type": "number"
           },
+          "destination": {
+            "$ref": "#/components/schemas/BulkDeliveryDestination"
+          },
           "downloadUrl": {
             "description": "Stable, shareable download link for the completed dataset. Forces a file download (with a friendly filename) and stays valid for 7 days after completion. Present once `status` is `completed`. This is the link to hand to a user or send by email.",
             "type": "string"
@@ -5492,6 +5622,7 @@
             "type": "string"
           },
           "error": {
+            "description": "Why the job failed. `push_handoff_failed` = the rows were exported but could not be handed to the push target (not billed).",
             "type": "string"
           },
           "estimatedTotal": {
@@ -5508,6 +5639,10 @@
             "minimum": 0,
             "type": "integer"
           },
+          "pushBatchId": {
+            "description": "Push-target deliveries only: the batch the push target is sending, set once the completed file was handed off. Per-record send progress is tracked by the push target, not this job.",
+            "type": "string"
+          },
           "resultsUrl": {
             "description": "Direct download URL for the completed dataset. Long-lived per request but changes on each poll; prefer `downloadUrl` for a stable link to share.",
             "type": "string"
@@ -5534,6 +5669,12 @@
       },
       "BulkDeliverySubmitResponse": {
         "properties": {
+          "billing": {
+            "$ref": "#/components/schemas/BulkDeliveryBilling"
+          },
+          "destination": {
+            "$ref": "#/components/schemas/BulkDeliveryDestination"
+          },
           "entityType": {
             "type": "string"
           },
@@ -5589,18 +5730,23 @@
             "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 +5799,7 @@
             "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 +5825,26 @@
       },
       "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"
       },
@@ -6514,6 +6671,16 @@
           "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"
           }
@@ -8828,7 +8995,24 @@
         },
         "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 +9020,9 @@
           "county",
           "state",
           "zip",
-          "lender"
+          "lender",
+          "propertyType",
+          "conforming"
         ],
         "type": "string"
       },
@@ -10308,7 +10494,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/CompanySlice"
+            "$ref": "#/components/schemas/CompanySegment"
           }
         },
         "type": "object"
@@ -10572,6 +10758,10 @@
             },
             "type": "array"
           },
+          "occurredAt": {
+            "nullable": true,
+            "type": "number"
+          },
           "parentId": {
             "nullable": true,
             "type": "string"
@@ -10601,7 +10791,8 @@
           "actorEmail",
           "actorImage",
           "createdAt",
-          "editedAt"
+          "editedAt",
+          "occurredAt"
         ],
         "type": "object"
       },
@@ -11738,6 +11929,25 @@
         ],
         "type": "object"
       },
+      "CrmEditLoggedActivityResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "updated": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "updated"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmEditNoteResult": {
         "properties": {
           "data": {
@@ -13032,6 +13242,34 @@
         ],
         "type": "object"
       },
+      "CrmLogActivityResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "id": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "id"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "CrmLoggedActivityType": {
+        "enum": [
+          "call",
+          "meeting",
+          "email",
+          "task"
+        ],
+        "type": "string"
+      },
       "CrmMailProvider": {
         "enum": [
           "google",
@@ -18965,6 +19203,16 @@
           "period": {
             "$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,
@@ -19448,7 +19696,27 @@
         ],
         "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",
@@ -19457,6 +19725,8 @@
           "state",
           "zip",
           "lender",
+          "propertyType",
+          "conforming",
           "broker",
           "loanCompany",
           "originator"
@@ -20220,7 +20490,7 @@
             "$ref": "#/components/schemas/DatedPeriod"
           },
           "segment": {
-            "$ref": "#/components/schemas/LoanSlice"
+            "$ref": "#/components/schemas/LoanSegment"
           }
         },
         "type": "object"
@@ -23816,6 +24086,16 @@
           "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"
           }
@@ -24232,6 +24512,16 @@
                         "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"
@@ -24242,6 +24532,37 @@
                         },
                         "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"
                       },
@@ -24284,6 +24605,9 @@
                 "nullable": true,
                 "type": "array"
               },
+              "profileInsights": {
+                "$ref": "#/components/schemas/OriginatorProfileInsights"
+              },
               "registration": {
                 "$ref": "#/components/schemas/OriginatorRegistration"
               },
@@ -26077,6 +26401,41 @@
         ],
         "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": {
@@ -26149,7 +26508,24 @@
         },
         "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",
@@ -26157,7 +26533,9 @@
           "county",
           "state",
           "zip",
-          "lender"
+          "lender",
+          "propertyType",
+          "conforming"
         ],
         "type": "string"
       },
@@ -27080,7 +27458,7 @@
             "$ref": "#/components/schemas/Period"
           },
           "segment": {
-            "$ref": "#/components/schemas/OriginatorSlice"
+            "$ref": "#/components/schemas/OriginatorSegment"
           }
         },
         "type": "object"
@@ -31445,7 +31823,7 @@
       "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": {
@@ -32308,9 +32686,9 @@
     }
   },
   "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.",
+    "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 5,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 5,000 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.\n\nInstead of a download, a delivery can be sent to a push target configured\non your workspace: pass `destination: { type: \"push-target\", targetId }`.\nThe same limits and billing apply.",
     "title": "ModelMatch API",
-    "version": "3.62.0"
+    "version": "3.64.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -32647,7 +33025,7 @@
     },
     "/agents/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitAgentsBulkDelivery",
         "requestBody": {
           "content": {
@@ -32660,8 +33038,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -32672,16 +33053,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -32710,12 +33088,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -32731,21 +33112,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.agents` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.agents` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -32755,7 +33173,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for agents",
@@ -34396,7 +34814,7 @@
     },
     "/originators/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching originators document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/originators/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.originators` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching originators document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/originators/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.originators` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitOriginatorsBulkDelivery",
         "requestBody": {
           "content": {
@@ -34409,8 +34827,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -34421,16 +34842,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -34459,12 +34877,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -34480,21 +34901,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.originators` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.originators` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -34504,7 +34962,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for originators",
@@ -35628,6 +36086,99 @@
         ]
       }
     },
+    "/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",
@@ -36600,7 +37151,7 @@
     },
     "/v1/agents/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitAgentsBulkDelivery",
         "requestBody": {
           "content": {
@@ -36613,8 +37164,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -36625,16 +37179,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -36663,12 +37214,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -36684,21 +37238,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.agents` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.agents` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -36708,7 +37299,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for agents",
@@ -39902,7 +40493,7 @@
     },
     "/v1/branches/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching branches document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/branches/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.branches` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching branches document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/branches/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.branches` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitBranchesBulkDelivery",
         "requestBody": {
           "content": {
@@ -39915,8 +40506,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -39927,16 +40521,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -39965,12 +40556,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -39986,21 +40580,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.branches` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.branches` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -40010,7 +40641,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for branches",
@@ -40761,10 +41392,10 @@
         ]
       }
     },
-    "/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",
@@ -40781,7 +41412,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/LoanListRequest"
+                "$ref": "#/components/schemas/BreakdownRequest"
               }
             }
           }
@@ -40791,11 +41422,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/LoanListResponse"
+                  "$ref": "#/components/schemas/BreakdownResponse"
                 }
               }
             },
-            "description": "Paginated list of loans written by this branch"
+            "description": "Breakdown of the entity's loans by title company"
           },
           "400": {
             "content": {
@@ -40848,16 +41479,16 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Loans written by this branch",
+        "summary": "Title companies on this branch's loans (spellings merged)",
         "tags": [
           "Branches"
         ]
       }
     },
-    "/v1/branches/{nmlsId}/roster": {
+    "/v1/branches/{nmlsId}/loans": {
       "post": {
-        "description": "The loan officers currently registered to this branch location who hold an active sponsorship or registration — one row per person, with current employer, tenure, years in the industry, manager flags and collected contact info. This is the LICENSING roster; for the loan officers whose loans public record attributes to the branch, use `branchOriginators`.",
-        "operationId": "branchRoster",
+        "description": "Returns the individual loans attributed to this branch office — the branch's own book, not its parent company's. Accepts the same filters, sorts and pagination as the main loan search. Attribution comes from public record, so this is the branch's recorded footprint and can be smaller than the production totals on `GET /v1/branches/{nmlsId}`.",
+        "operationId": "branchLoans",
         "parameters": [
           {
             "description": "Branch NMLS ID",
@@ -40874,7 +41505,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BranchRosterRequest"
+                "$ref": "#/components/schemas/LoanListRequest"
               }
             }
           }
@@ -40884,11 +41515,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BranchRosterResponse"
+                  "$ref": "#/components/schemas/LoanListResponse"
                 }
               }
             },
-            "description": "Paginated roster"
+            "description": "Paginated list of loans written by this branch"
           },
           "400": {
             "content": {
@@ -40928,7 +41559,7 @@
                 }
               }
             },
-            "description": "Branch not found"
+            "description": "Not found"
           },
           "413": {
             "content": {
@@ -40941,21 +41572,33 @@
             "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",
+        "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"
+            }
+          }
+        ],
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/CompanyListRequest"
+                "$ref": "#/components/schemas/BranchRosterRequest"
               }
             }
           }
@@ -40965,11 +41608,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CompanyListResponse"
+                  "$ref": "#/components/schemas/BranchRosterResponse"
                 }
               }
             },
-            "description": "Paginated list of companies"
+            "description": "Paginated roster"
           },
           "400": {
             "content": {
@@ -40979,7 +41622,88 @@
                 }
               }
             },
-            "description": "Validation error. Includes unresolvable location filters: a `city`/`county`/`state`/`zip` value that does not match a recognized location returns 400 rather than an empty result set. Resolve the name with `instantSearch` (use an id from its `results.locations[]`) or `suggestLocations` (use the `id` of a `source: \"dictionary\"` result), then pass that id back as the filter value."
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$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": {
@@ -41270,7 +41994,7 @@
     },
     "/v1/companies/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching companies document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/companies/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.companies` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching companies document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/companies/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.companies` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitCompaniesBulkDelivery",
         "requestBody": {
           "content": {
@@ -41283,8 +42007,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -41295,16 +42022,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -41333,12 +42057,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -41354,21 +42081,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.companies` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.companies` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -41378,7 +42142,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for companies",
@@ -42694,6 +43458,99 @@
         ]
       }
     },
+    "/v1/companies/{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": "companyTitleCompanies",
+        "parameters": [
+          {
+            "description": "Company NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Company 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 company's loans (spellings merged)",
+        "tags": [
+          "Companies"
+        ]
+      }
+    },
     "/v1/companies/{nmlsId}/breakdowns/zip-codes": {
       "post": {
         "operationId": "companyZipCodes",
@@ -44215,32 +45072,328 @@
         ]
       }
     },
-    "/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"
+                  "$ref": "#/components/schemas/CrmEditLoggedActivityResult"
                 }
               }
             },
-            "description": "Notes authored on other records that reference this record, newest first."
+            "description": "Whether the logged entry was updated."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$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": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "No live logged entry with that id — either it doesn't exist, was deleted, or isn't a logged entry (this route can't edit a plain note)."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Edit a logged activity entry",
+        "tags": [
+          "CRM"
+        ]
+      },
+      "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/CrmLogActivityResult"
+                }
+              }
+            },
+            "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": {
@@ -56768,7 +57921,7 @@
     },
     "/v1/loans/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching loans document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/loans/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.loans` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching loans document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/loans/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.loans` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitLoansBulkDelivery",
         "requestBody": {
           "content": {
@@ -56781,8 +57934,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -56793,16 +57949,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -56831,12 +57984,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -56852,21 +58008,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.loans` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.loans` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -56876,7 +58069,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for loans",
@@ -60378,7 +61571,7 @@
     },
     "/v1/originators/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching originators document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/originators/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.originators` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching originators document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/originators/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.originators` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitOriginatorsBulkDelivery",
         "requestBody": {
           "content": {
@@ -60391,8 +61584,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -60403,16 +61599,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -60441,12 +61634,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -60462,21 +61658,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.originators` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.originators` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -60486,7 +61719,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for originators",
@@ -61721,6 +62954,99 @@
         ]
       }
     },
+    "/v1/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"
+        ]
+      }
+    },
     "/v1/originators/{nmlsId}/breakdowns/zip-codes": {
       "post": {
         "operationId": "originatorZipCodes",
@@ -62334,7 +63660,7 @@
     },
     "/v1/properties/bulk-delivery": {
       "post": {
-        "description": "Queues an ECS task that dumps every matching properties document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/properties/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 1,000 rows need no entitlement. Above that, the org's `bulk-delivery.properties` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.",
+        "description": "Queues an ECS task that dumps every matching properties document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/properties/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.properties` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement.\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery, except that push-target deliveries from the ModelMatch web app are not billed.",
         "operationId": "submitPropertiesBulkDelivery",
         "requestBody": {
           "content": {
@@ -62347,8 +63673,11 @@
                   {
                     "additionalProperties": false,
                     "properties": {
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
                       "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects.",
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; and `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
                         "items": {
                           "minLength": 1,
                           "type": "string"
@@ -62359,16 +63688,13 @@
                         "$ref": "#/components/schemas/BulkDeliveryFormat"
                       },
                       "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 1,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 1,000-row allowance.",
-                        "example": 1000,
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
                         "exclusiveMinimum": true,
                         "minimum": 0,
                         "type": "integer"
                       }
                     },
-                    "required": [
-                      "format"
-                    ],
                     "type": "object"
                   }
                 ]
@@ -62397,12 +63723,15 @@
                     },
                     {
                       "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                     }
                   ]
                 }
               }
             },
-            "description": "Validation failure OR delivery would exceed the entitlement's maxRows"
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
           },
           "401": {
             "content": {
@@ -62418,21 +63747,58 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
                 }
               }
             },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row)"
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
           },
           "403": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.properties` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
                 }
               }
             },
-            "description": "Delivery exceeds the 1,000-row limit available without the `bulk-delivery.properties` entitlement. Lower `limit`, narrow the filters, or contact support for a limit increase."
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
           },
           "502": {
             "content": {
@@ -62442,7 +63808,7 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure"
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
           }
         },
         "summary": "Submit a bulk-delivery job for properties",