@model-match/api 3.47.0 → 3.49.0

package/openapi.json

@@ -8834,6 +8834,63 @@
         },
         "type": "object"
       },
+      "BranchLicense": {
+        "properties": {
+          "authorizedSince": {
+            "description": "Start of the license's current authorized period (YYYY-MM-DD). Null when the license is not currently authorized.",
+            "nullable": true,
+            "type": "string"
+          },
+          "isAuthorized": {
+            "nullable": true,
+            "type": "boolean"
+          },
+          "issueDate": {
+            "description": "Date the license was originally issued (YYYY-MM-DD).",
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseId": {
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseNumber": {
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseType": {
+            "nullable": true,
+            "type": "string"
+          },
+          "regulator": {
+            "description": "Issuing state regulator.",
+            "nullable": true,
+            "type": "string"
+          },
+          "status": {
+            "description": "Current license status, e.g. \"Approved\", \"Voluntary Surrender\", \"Expired\".",
+            "nullable": true,
+            "type": "string"
+          },
+          "statusDate": {
+            "description": "Date the license entered its current `status` (YYYY-MM-DD).",
+            "nullable": true,
+            "type": "string"
+          }
+        },
+        "required": [
+          "licenseId",
+          "regulator",
+          "licenseNumber",
+          "licenseType",
+          "issueDate",
+          "status",
+          "statusDate",
+          "isAuthorized",
+          "authorizedSince"
+        ],
+        "type": "object"
+      },
       "BranchListRequest": {
         "additionalProperties": false,
         "properties": {
@@ -8858,6 +8915,20 @@
           "lenderMatchMode": {
             "$ref": "#/components/schemas/LenderMatchMode"
           },
+          "licensedSince": {
+            "description": "Bound the date the branch was FIRST licensed — the earliest `issueDate` across its `licenses[]` (YYYY-MM-DD, inclusive). `{gte: \"2026-07-01\"}` = branches whose every license was issued on or after July 1, 2026, i.e. new branches; an established branch that added a state recently does NOT match. Branches with no license dates on file never match. Always ANDed with the other filters. A range matching more than 5,000 branches is rejected with a 400.",
+            "properties": {
+              "gte": {
+                "format": "date",
+                "type": "string"
+              },
+              "lte": {
+                "format": "date",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
           "managerName": {
             "description": "Branch manager name. Matches ALL the words supplied, fuzzily, against the names of the branch's licensed managers. Always ANDed with the other filters. A name matching more than 5,000 branches is rejected with a 400.",
             "minLength": 1,
@@ -9445,6 +9516,14 @@
             "nullable": true,
             "type": "array"
           },
+          "licenses": {
+            "description": "Every NMLS license / registration on file for the branch, authorized or not. A current snapshot (refreshed weekly), not period-scoped. Null when the branch's licenses are not on file.",
+            "items": {
+              "$ref": "#/components/schemas/BranchLicense"
+            },
+            "nullable": true,
+            "type": "array"
+          },
           "loCount": {
             "nullable": true,
             "type": "number"
@@ -15067,6 +15146,668 @@
         },
         "type": "object"
       },
+      "CompanyRetentionSnapshot": {
+        "properties": {
+          "book": {
+            "description": "Rows the computation read (sizing / provenance).",
+            "properties": {
+              "laterLoans": {
+                "type": "number"
+              },
+              "ownLoans": {
+                "type": "number"
+              },
+              "parcels": {
+                "type": "number"
+              },
+              "sales": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "ownLoans",
+              "parcels",
+              "laterLoans",
+              "sales"
+            ],
+            "type": "object"
+          },
+          "capturingCompanies": {
+            "description": "Top 10 companies that captured lost borrowers, by volume.",
+            "items": {
+              "properties": {
+                "count": {
+                  "type": "number"
+                },
+                "lane": {
+                  "enum": [
+                    "own_company",
+                    "servicer",
+                    "competitor"
+                  ],
+                  "type": "string"
+                },
+                "name": {
+                  "type": "string"
+                },
+                "nmlsId": {
+                  "type": "string"
+                },
+                "volume": {
+                  "type": "number"
+                }
+              },
+              "required": [
+                "nmlsId",
+                "name",
+                "count",
+                "volume",
+                "lane"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "capturingOriginators": {
+            "description": "Top 10 LOs that captured lost borrowers, by volume.",
+            "items": {
+              "properties": {
+                "companyName": {
+                  "type": "string"
+                },
+                "count": {
+                  "type": "number"
+                },
+                "name": {
+                  "type": "string"
+                },
+                "nmlsId": {
+                  "type": "string"
+                },
+                "volume": {
+                  "type": "number"
+                }
+              },
+              "required": [
+                "nmlsId",
+                "name",
+                "companyName",
+                "count",
+                "volume"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "capturingTotals": {
+            "properties": {
+              "companies": {
+                "properties": {
+                  "distinct": {
+                    "type": "number"
+                  },
+                  "loans": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "distinct",
+                  "loans",
+                  "volume"
+                ],
+                "type": "object"
+              },
+              "originators": {
+                "properties": {
+                  "distinct": {
+                    "type": "number"
+                  },
+                  "loans": {
+                    "type": "number"
+                  },
+                  "unattributedLoans": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "distinct",
+                  "loans",
+                  "volume",
+                  "unattributedLoans"
+                ],
+                "type": "object"
+              }
+            },
+            "required": [
+              "companies",
+              "originators"
+            ],
+            "type": "object"
+          },
+          "churnTrend": {
+            "items": {
+              "properties": {
+                "churned": {
+                  "type": "number"
+                },
+                "kept": {
+                  "type": "number"
+                },
+                "month": {
+                  "type": "string"
+                },
+                "retained": {
+                  "type": "number"
+                },
+                "secondPositions": {
+                  "type": "number"
+                }
+              },
+              "required": [
+                "month",
+                "churned",
+                "retained",
+                "secondPositions",
+                "kept"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "companyName": {
+            "nullable": true,
+            "type": "string"
+          },
+          "companyNmlsId": {
+            "type": "string"
+          },
+          "computedAt": {
+            "description": "When the weekly batch computed this snapshot (ISO-8601).",
+            "type": "string"
+          },
+          "lanes": {
+            "description": "Where lost refinances went: the borrower's funding lender (`servicer`) or another company (`competitor`). `own_company` is always 0 at company level (those are kept).",
+            "properties": {
+              "competitor": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              },
+              "own_company": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              },
+              "servicer": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              }
+            },
+            "required": [
+              "own_company",
+              "servicer",
+              "competitor"
+            ],
+            "type": "object"
+          },
+          "leakiestOriginators": {
+            "description": "The company's own LOs ranked by borrowers lost to other companies (top 10; only LOs with at least 10 refi events in the window).",
+            "items": {
+              "properties": {
+                "churnedCount": {
+                  "description": "Their borrowers who refinanced at another company.",
+                  "type": "number"
+                },
+                "churnedVolume": {
+                  "type": "number"
+                },
+                "keptCount": {
+                  "description": "Their borrowers the company refinanced again (any LO).",
+                  "type": "number"
+                },
+                "name": {
+                  "type": "string"
+                },
+                "nmlsId": {
+                  "type": "string"
+                },
+                "refiRetentionRate": {
+                  "nullable": true,
+                  "type": "number"
+                },
+                "verdict": {
+                  "description": "On `refiRetentionRate` (kept ÷ (kept + churned) refi events): `quiet` under 10 events, `holding` ≥ 60%, `leaking` 35–60%, `bleeding` < 35% — the LO tab's thresholds.",
+                  "enum": [
+                    "holding",
+                    "leaking",
+                    "bleeding",
+                    "quiet"
+                  ],
+                  "type": "string"
+                }
+              },
+              "required": [
+                "nmlsId",
+                "name",
+                "churnedCount",
+                "churnedVolume",
+                "keptCount",
+                "refiRetentionRate",
+                "verdict"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "period": {
+            "properties": {
+              "end": {
+                "description": "Last day (UTC, inclusive).",
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              },
+              "start": {
+                "description": "First day (UTC).",
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              }
+            },
+            "required": [
+              "start",
+              "end"
+            ],
+            "type": "object"
+          },
+          "previous": {
+            "description": "The preceding period of equal length (for deltas); null for `allTime`.",
+            "nullable": true,
+            "properties": {
+              "period": {
+                "properties": {
+                  "end": {
+                    "description": "Last day (UTC, inclusive).",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                    "type": "string"
+                  },
+                  "start": {
+                    "description": "First day (UTC).",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "start",
+                  "end"
+                ],
+                "type": "object"
+              },
+              "summary": {
+                "properties": {
+                  "churnRate": {
+                    "type": "number"
+                  },
+                  "churnedCount": {
+                    "type": "number"
+                  },
+                  "daysToRefiPairsUsed": {
+                    "type": "number"
+                  },
+                  "keptRefiCount": {
+                    "description": "Same-LO refinances of the LO's own borrowers in the period",
+                    "type": "number"
+                  },
+                  "keptRefiVolume": {
+                    "type": "number"
+                  },
+                  "keptSecondCount": {
+                    "type": "number"
+                  },
+                  "medianDaysToRefi": {
+                    "nullable": true,
+                    "type": "number"
+                  },
+                  "propertySoldCount": {
+                    "type": "number"
+                  },
+                  "refiRetentionRate": {
+                    "description": "kept ÷ (kept + churned) refi events; null with none",
+                    "nullable": true,
+                    "type": "number"
+                  },
+                  "retainedCount": {
+                    "type": "number"
+                  },
+                  "secondPositionCount": {
+                    "type": "number"
+                  },
+                  "secondPositionVolume": {
+                    "type": "number"
+                  },
+                  "totalBorrowers": {
+                    "type": "number"
+                  },
+                  "unattributedCount": {
+                    "type": "number"
+                  },
+                  "volumeLost": {
+                    "type": "number"
+                  },
+                  "volumeRetained": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "totalBorrowers",
+                  "churnedCount",
+                  "retainedCount",
+                  "propertySoldCount",
+                  "unattributedCount",
+                  "secondPositionCount",
+                  "secondPositionVolume",
+                  "keptRefiCount",
+                  "keptRefiVolume",
+                  "keptSecondCount",
+                  "refiRetentionRate",
+                  "churnRate",
+                  "volumeLost",
+                  "volumeRetained",
+                  "medianDaysToRefi",
+                  "daysToRefiPairsUsed"
+                ],
+                "type": "object"
+              },
+              "verdict": {
+                "description": "On `refiRetentionRate` (kept ÷ (kept + churned) refi events): `quiet` under 10 events, `holding` ≥ 60%, `leaking` 35–60%, `bleeding` < 35% — the LO tab's thresholds.",
+                "enum": [
+                  "holding",
+                  "leaking",
+                  "bleeding",
+                  "quiet"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "period",
+              "summary",
+              "verdict"
+            ],
+            "type": "object"
+          },
+          "schemaVersion": {
+            "type": "integer"
+          },
+          "secondPositionLanes": {
+            "properties": {
+              "competitor": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              },
+              "own_company": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              },
+              "servicer": {
+                "properties": {
+                  "count": {
+                    "type": "number"
+                  },
+                  "volume": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "count",
+                  "volume"
+                ],
+                "type": "object"
+              }
+            },
+            "required": [
+              "own_company",
+              "servicer",
+              "competitor"
+            ],
+            "type": "object"
+          },
+          "status": {
+            "description": "`truncated`: a loan / sale scan hit its row cap, so counts cover the rows read. `timeout`: the book could not be read within the batch's per-company budget — every count is 0 and means 'not available', not 'none'.",
+            "enum": [
+              "ok",
+              "timeout",
+              "truncated"
+            ],
+            "type": "string"
+          },
+          "summary": {
+            "description": "Same fields as the LO report. At company level a refinance by ANY LO at the company is kept; only a refinance at another company is churned.",
+            "properties": {
+              "churnRate": {
+                "type": "number"
+              },
+              "churnedCount": {
+                "type": "number"
+              },
+              "daysToRefiPairsUsed": {
+                "type": "number"
+              },
+              "keptRefiCount": {
+                "description": "Same-LO refinances of the LO's own borrowers in the period",
+                "type": "number"
+              },
+              "keptRefiVolume": {
+                "type": "number"
+              },
+              "keptSecondCount": {
+                "type": "number"
+              },
+              "medianDaysToRefi": {
+                "nullable": true,
+                "type": "number"
+              },
+              "propertySoldCount": {
+                "type": "number"
+              },
+              "refiRetentionRate": {
+                "description": "kept ÷ (kept + churned) refi events; null with none",
+                "nullable": true,
+                "type": "number"
+              },
+              "retainedCount": {
+                "type": "number"
+              },
+              "secondPositionCount": {
+                "type": "number"
+              },
+              "secondPositionVolume": {
+                "type": "number"
+              },
+              "totalBorrowers": {
+                "type": "number"
+              },
+              "unattributedCount": {
+                "type": "number"
+              },
+              "volumeLost": {
+                "type": "number"
+              },
+              "volumeRetained": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "totalBorrowers",
+              "churnedCount",
+              "retainedCount",
+              "propertySoldCount",
+              "unattributedCount",
+              "secondPositionCount",
+              "secondPositionVolume",
+              "keptRefiCount",
+              "keptRefiVolume",
+              "keptSecondCount",
+              "refiRetentionRate",
+              "churnRate",
+              "volumeLost",
+              "volumeRetained",
+              "medianDaysToRefi",
+              "daysToRefiPairsUsed"
+            ],
+            "type": "object"
+          },
+          "timing": {
+            "properties": {
+              "cashOutCount": {
+                "type": "number"
+              },
+              "cashOutShare": {
+                "nullable": true,
+                "type": "number"
+              },
+              "loanTypeChangeCount": {
+                "type": "number"
+              },
+              "medianMonths": {
+                "nullable": true,
+                "type": "number"
+              },
+              "monthsToExit": {
+                "items": {
+                  "properties": {
+                    "bucket": {
+                      "type": "string"
+                    },
+                    "count": {
+                      "type": "number"
+                    }
+                  },
+                  "required": [
+                    "bucket",
+                    "count"
+                  ],
+                  "type": "object"
+                },
+                "type": "array"
+              },
+              "rateDeltaMedian": {
+                "nullable": true,
+                "type": "number"
+              },
+              "rateDeltaPairs": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "monthsToExit",
+              "medianMonths",
+              "cashOutCount",
+              "cashOutShare",
+              "rateDeltaMedian",
+              "rateDeltaPairs",
+              "loanTypeChangeCount"
+            ],
+            "type": "object"
+          },
+          "verdict": {
+            "description": "On `refiRetentionRate` (kept ÷ (kept + churned) refi events): `quiet` under 10 events, `holding` ≥ 60%, `leaking` 35–60%, `bleeding` < 35% — the LO tab's thresholds.",
+            "enum": [
+              "holding",
+              "leaking",
+              "bleeding",
+              "quiet"
+            ],
+            "type": "string"
+          },
+          "window": {
+            "enum": [
+              "last12Months",
+              "allTime"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "schemaVersion",
+          "companyNmlsId",
+          "companyName",
+          "window",
+          "period",
+          "computedAt",
+          "status",
+          "summary",
+          "verdict",
+          "lanes",
+          "secondPositionLanes",
+          "timing",
+          "churnTrend",
+          "capturingCompanies",
+          "capturingOriginators",
+          "capturingTotals",
+          "leakiestOriginators",
+          "previous",
+          "book"
+        ],
+        "type": "object"
+      },
       "CompanyRoleScope": {
         "description": "Which of a loan's party roles make it this company's loan. `loanCompany` (default): the company named on the loan document — one company per loan. `all`: the company appears in ANY role — loan-document company, the originating LO's employer at time of loan, the LO's organization, broker, or funding lender; a loan matching several roles counts once. `employer`: the company employed the originating LO when the loan closed. `broker`: the company brokered the loan. `lender`: the company funded the loan. `tpo`: third-party origination — the company is the loan company or lender but did NOT employ the originating LO (the `channel` dimension's `tpo` bucket as a population; `employer` is its `inHouse` counterpart). Use `all` for a broker shop's full production — its loans are often recorded under the funding lender's name, so `loanCompany` undercounts it.",
         "enum": [
@@ -25280,6 +26021,59 @@
         ],
         "type": "object"
       },
+      "GetSavedFilterSharesResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilterSharing"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "GrantSavedFilterAccessRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "permission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "Defaults to `viewer`."
+              }
+            ]
+          },
+          "userId": {
+            "minLength": 1,
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId"
+        ],
+        "type": "object"
+      },
+      "GrantSavedFilterAccessResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "granted": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "granted"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "HeadcountPoint": {
         "properties": {
           "active": {
@@ -40590,6 +41384,38 @@
         ],
         "type": "object"
       },
+      "RevokeSavedFilterAccessRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "userId": {
+            "minLength": 1,
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId"
+        ],
+        "type": "object"
+      },
+      "RevokeSavedFilterAccessResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "revoked": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "revoked"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "RosterProductionTier": {
         "properties": {
           "count": {
@@ -41290,6 +42116,18 @@
       },
       "SavedFilter": {
         "properties": {
+          "canDelete": {
+            "description": "You may delete it (owner or workspace admin).",
+            "type": "boolean"
+          },
+          "canEdit": {
+            "description": "You may update its name, icon, query and UI state (owner, editor, or workspace admin).",
+            "type": "boolean"
+          },
+          "canManageSharing": {
+            "description": "You may change its visibility and who it is shared with (owner or workspace admin).",
+            "type": "boolean"
+          },
           "createdAt": {
             "format": "date-time",
             "type": "string"
@@ -41309,6 +42147,10 @@
           "id": {
             "type": "string"
           },
+          "isOwner": {
+            "description": "True for your own filters; false for ones shared with you.",
+            "type": "boolean"
+          },
           "kind": {
             "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
             "enum": [
@@ -41317,6 +42159,12 @@
             ],
             "type": "string"
           },
+          "lastUsedAt": {
+            "description": "When it was last run; null if never.",
+            "format": "date-time",
+            "nullable": true,
+            "type": "string"
+          },
           "name": {
             "type": "string"
           },
@@ -41325,6 +42173,24 @@
             "nullable": true,
             "type": "string"
           },
+          "ownerName": {
+            "description": "The owner's display name on a filter shared with you; null on your own filters (and when it cannot be resolved).",
+            "nullable": true,
+            "type": "string"
+          },
+          "ownerUserId": {
+            "description": "The user who owns it.",
+            "type": "string"
+          },
+          "permission": {
+            "description": "Your role: `owner`, or the access it was shared with you at (`editor` / `viewer`; a filter visible to the whole workspace without an editor grant is `viewer`).",
+            "enum": [
+              "owner",
+              "editor",
+              "viewer"
+            ],
+            "type": "string"
+          },
           "query": {
             "additionalProperties": {
               "nullable": true
@@ -41393,14 +42259,12 @@
             "format": "date-time",
             "type": "string"
           },
+          "useCount": {
+            "description": "How many times the filter has been run: fetched with `getSavedFilter`, or named in `X-MM-Saved-Filter-Id` on a successful list request (count requests do not count).",
+            "type": "integer"
+          },
           "visibility": {
-            "description": "Always `private` in v1.",
-            "enum": [
-              "private",
-              "organization",
-              "shared"
-            ],
-            "type": "string"
+            "$ref": "#/components/schemas/SavedFilterVisibility"
           }
         },
         "required": [
@@ -41416,6 +42280,15 @@
           "fidelity",
           "unmapped",
           "visibility",
+          "ownerUserId",
+          "ownerName",
+          "isOwner",
+          "permission",
+          "canEdit",
+          "canDelete",
+          "canManageSharing",
+          "useCount",
+          "lastUsedAt",
           "operationId",
           "stale",
           "staleIssues",
@@ -41427,7 +42300,7 @@
       "SavedFilterError": {
         "properties": {
           "code": {
-            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind).",
+            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind), `FORBIDDEN` (403, your access to a shared filter does not allow this), `NOT_ORG_MEMBER` (400, the user to share with is not in your workspace).",
             "type": "string"
           },
           "error": {
@@ -41457,91 +42330,223 @@
         ],
         "type": "object"
       },
+      "SavedFilterGrantPermission": {
+        "description": "The whole workspace's role on an `organization` filter; null for private / shared filters.",
+        "enum": [
+          "editor",
+          "viewer",
+          null
+        ],
+        "nullable": true,
+        "type": "string"
+      },
       "SavedFilterIcon": {
-        "description": "Optional marker: a color dot, a tinted icon, or an emoji.",
-        "oneOf": [
-          {
+        "description": "Optional marker: one emoji. (Color dots and named icons were retired; existing ones were converted to the nearest emoji.)",
+        "nullable": true,
+        "properties": {
+          "emoji": {
+            "maxLength": 16,
+            "minLength": 1,
+            "type": "string"
+          },
+          "type": {
+            "enum": [
+              "emoji"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "emoji"
+        ],
+        "type": "object"
+      },
+      "SavedFilterList": {
+        "properties": {
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/SavedFilter"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShare": {
+        "properties": {
+          "createdAt": {
+            "description": "Epoch milliseconds.",
+            "type": "number"
+          },
+          "email": {
+            "nullable": true,
+            "type": "string"
+          },
+          "id": {
+            "type": "string"
+          },
+          "image": {
+            "nullable": true,
+            "type": "string"
+          },
+          "invitedByName": {
+            "nullable": true,
+            "type": "string"
+          },
+          "name": {
+            "nullable": true,
+            "type": "string"
+          },
+          "permission": {
+            "enum": [
+              "owner",
+              "editor",
+              "viewer"
+            ],
+            "type": "string"
+          },
+          "userId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "userId",
+          "name",
+          "email",
+          "image",
+          "permission",
+          "invitedByName",
+          "createdAt"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShareableMember": {
+        "properties": {
+          "email": {
+            "nullable": true,
+            "type": "string"
+          },
+          "image": {
+            "nullable": true,
+            "type": "string"
+          },
+          "name": {
+            "nullable": true,
+            "type": "string"
+          },
+          "userId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId",
+          "name",
+          "email",
+          "image"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShareableMemberList": {
+        "properties": {
+          "data": {
             "properties": {
-              "color": {
-                "pattern": "^#[0-9a-fA-F]{6}$",
-                "type": "string"
-              },
-              "type": {
-                "enum": [
-                  "color"
-                ],
-                "type": "string"
+              "members": {
+                "items": {
+                  "$ref": "#/components/schemas/SavedFilterShareableMember"
+                },
+                "type": "array"
               }
             },
             "required": [
-              "type",
-              "color"
+              "members"
             ],
             "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "SavedFilterSharing": {
+        "properties": {
+          "canManageSharing": {
+            "description": "The caller may grant / revoke and change visibility (owner or workspace admin).",
+            "type": "boolean"
           },
-          {
+          "orgWidePermission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "On an `organization` filter, whether every member can edit or only view. Always `viewer` otherwise."
+              }
+            ]
+          },
+          "owner": {
             "properties": {
-              "color": {
-                "pattern": "^#[0-9a-fA-F]{6}$",
+              "email": {
+                "nullable": true,
                 "type": "string"
               },
-              "icon": {
-                "pattern": "^[A-Za-z][A-Za-z0-9]{0,63}$",
+              "image": {
+                "nullable": true,
                 "type": "string"
               },
-              "type": {
-                "enum": [
-                  "icon"
-                ],
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "icon",
-              "color"
-            ],
-            "type": "object"
-          },
-          {
-            "properties": {
-              "emoji": {
-                "maxLength": 16,
-                "minLength": 1,
+              "name": {
+                "nullable": true,
                 "type": "string"
               },
-              "type": {
-                "enum": [
-                  "emoji"
-                ],
+              "userId": {
                 "type": "string"
               }
             },
             "required": [
-              "type",
-              "emoji"
+              "userId",
+              "name",
+              "email",
+              "image"
             ],
             "type": "object"
           },
-          {
-            "nullable": true
-          }
-        ]
-      },
-      "SavedFilterList": {
-        "properties": {
-          "data": {
+          "ownerUserId": {
+            "type": "string"
+          },
+          "shares": {
             "items": {
-              "$ref": "#/components/schemas/SavedFilter"
+              "$ref": "#/components/schemas/SavedFilterShare"
             },
             "type": "array"
+          },
+          "visibility": {
+            "$ref": "#/components/schemas/SavedFilterVisibility"
           }
         },
         "required": [
-          "data"
+          "visibility",
+          "ownerUserId",
+          "owner",
+          "canManageSharing",
+          "orgWidePermission",
+          "shares"
         ],
         "type": "object"
       },
+      "SavedFilterVisibility": {
+        "description": "Who can see the filter: `private` — only its owner; `organization` — every member of the workspace (view; edit too when `orgWidePermission` is `editor`); `shared` — only the members it was shared with (see `/saved-filters/{id}/shares`).",
+        "enum": [
+          "private",
+          "organization",
+          "shared"
+        ],
+        "type": "string"
+      },
       "SearchTokenResponse": {
         "properties": {
           "expiresAt": {
@@ -42599,6 +43604,16 @@
             "minLength": 1,
             "type": "string"
           },
+          "orgWidePermission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "Owner or workspace admin only. The whole workspace's role; setting it also sets `visibility: organization`."
+              }
+            ]
+          },
           "query": {
             "additionalProperties": {
               "nullable": true
@@ -42628,6 +43643,16 @@
             },
             "maxItems": 100,
             "type": "array"
+          },
+          "visibility": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterVisibility"
+              },
+              {
+                "description": "Owner or workspace admin only. `private` removes every share; `shared` removes the workspace-wide grant; sharing with a member (`POST /saved-filters/{id}/shares`) turns a private filter into `shared` on its own."
+              }
+            ]
           }
         },
         "type": "object"
@@ -42902,7 +43927,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 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": "3.108.0"
+    "version": "3.110.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -53559,6 +54584,115 @@
         ]
       }
     },
+    "/v1/companies/{nmlsId}/retention": {
+      "get": {
+        "description": "How well a company keeps its borrowers when they refinance: kept (refinanced again by ANY LO at the company) vs lost to other companies, with the capturing companies and LOs, timing, the trend, a verdict, and the company's leakiest LOs. Precomputed weekly — `computedAt` says when. 404 means not computed (no loans since 2017, or not reached yet), never zero retention.",
+        "operationId": "companyRetention",
+        "parameters": [
+          {
+            "description": "Company NMLS ID",
+            "in": "path",
+            "name": "nmlsId",
+            "required": true,
+            "schema": {
+              "description": "Company NMLS ID",
+              "type": "string"
+            }
+          },
+          {
+            "description": "`last12Months` (the trailing 12 months to the computation date, with the 12 months before as `previous`) or `allTime` (2017-01-01 on). Default `last12Months`.",
+            "in": "query",
+            "name": "window",
+            "required": false,
+            "schema": {
+              "default": "last12Months",
+              "description": "`last12Months` (the trailing 12 months to the computation date, with the 12 months before as `previous`) or `allTime` (2017-01-01 on). Default `last12Months`.",
+              "enum": [
+                "last12Months",
+                "allTime"
+              ],
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CompanyRetentionSnapshot"
+                }
+              }
+            },
+            "description": "The stored snapshot"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$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"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Company borrower retention (weekly snapshot)",
+        "tags": [
+          "Companies"
+        ]
+      }
+    },
     "/v1/companies/{nmlsId}/sponsored-individuals": {
       "post": {
         "operationId": "companySponsoredIndividuals",
@@ -78388,21 +79522,527 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Count sales matching filters",
+        "tags": [
+          "Sales"
+        ],
+        "x-mm-records-via": "listSales"
+      }
+    },
+    "/v1/sales/{id}": {
+      "get": {
+        "operationId": "getSale",
+        "parameters": [
+          {
+            "description": "Sale document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale document ID",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SaleDetailResponse"
+                }
+              }
+            },
+            "description": "Sale detail"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Sale not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large"
+          }
+        },
+        "summary": "Get sale by ID",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/{id}/related": {
+      "get": {
+        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
+        "operationId": "saleRelated",
+        "parameters": [
+          {
+            "description": "Sale id",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale id",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Type of record to link to",
+            "in": "query",
+            "name": "to",
+            "required": true,
+            "schema": {
+              "description": "Type of record to link to",
+              "enum": [
+                "agents",
+                "loans",
+                "properties"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "Maximum ids to return (default 25, max 200)",
+            "in": "query",
+            "name": "limit",
+            "required": false,
+            "schema": {
+              "description": "Maximum ids to return (default 25, max 200)",
+              "maximum": 200,
+              "minimum": 1,
+              "type": "integer"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/RelatedResponse"
+                }
+              }
+            },
+            "description": "Linked record ids"
+          },
+          "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": "Record not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Records linked to this one",
+        "tags": [
+          "Related"
+        ]
+      }
+    },
+    "/v1/saved-filters": {
+      "get": {
+        "description": "The caller's saved filters (and saved CRM views) in the active organization plus the ones shared with them, oldest first, optionally narrowed by target, kind and ownership. `isOwner` / `permission` / `canEdit` on each row say whose it is and what the caller may do.",
+        "operationId": "listSavedFilters",
+        "parameters": [
+          {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "in": "query",
+            "name": "target",
+            "required": false,
+            "schema": {
+              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+              "enum": [
+                "originators",
+                "agents",
+                "companies",
+                "branches",
+                "offices",
+                "loans",
+                "properties",
+                "sales",
+                "crm_people",
+                "crm_companies"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "in": "query",
+            "name": "kind",
+            "required": false,
+            "schema": {
+              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+              "enum": [
+                "filter",
+                "view"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`mine` — only filters you own; `shared` — only filters shared with you. Omit for both.",
+            "in": "query",
+            "name": "ownership",
+            "required": false,
+            "schema": {
+              "description": "`mine` — only filters you own; `shared` — only filters shared with you. Omit for both.",
+              "enum": [
+                "mine",
+                "shared"
+              ],
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterList"
+                }
+              }
+            },
+            "description": "Saved filters."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "List your saved filters",
+        "tags": [
+          "Saved Filters"
+        ]
+      },
+      "post": {
+        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. New filters are private. Limit: 25 you own per target (filters shared with you do not count).",
+        "operationId": "createSavedFilter",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CreateSavedFilterRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "201": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CreateSavedFilterResult"
+                }
+              }
+            },
+            "description": "The saved filter."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Save a filter",
+        "tags": [
+          "Saved Filters"
+        ]
+      }
+    },
+    "/v1/saved-filters/{id}": {
+      "delete": {
+        "description": "Owner or workspace admin only; its shares go with it. A filter shared with you cannot be deleted by you.",
+        "operationId": "deleteSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
+                }
+              }
+            },
+            "description": "Deleted."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -78425,107 +80065,28 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Count sales matching filters",
-        "tags": [
-          "Sales"
-        ],
-        "x-mm-records-via": "listSales"
-      }
-    },
-    "/v1/sales/{id}": {
-      "get": {
-        "operationId": "getSale",
-        "parameters": [
-          {
-            "description": "Sale document ID",
-            "in": "path",
-            "name": "id",
-            "required": true,
-            "schema": {
-              "description": "Sale document ID",
-              "type": "string"
-            }
-          }
-        ],
-        "responses": {
-          "200": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/SaleDetailResponse"
-                }
-              }
-            },
-            "description": "Sale detail"
-          },
-          "404": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Sale not found"
-          },
-          "413": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/PayloadTooLarge"
-                }
-              }
-            },
-            "description": "Response payload too large"
-          }
-        },
-        "summary": "Get sale by ID",
+        "summary": "Delete a saved filter",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/{id}/related": {
+      },
       "get": {
-        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
-        "operationId": "saleRelated",
+        "description": "Returns the saved `query` and the `operationId` to run it with — your own filter or one shared with you. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
+        "operationId": "getSavedFilter",
         "parameters": [
           {
-            "description": "Sale id",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale id",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Type of record to link to",
-            "in": "query",
-            "name": "to",
-            "required": true,
-            "schema": {
-              "description": "Type of record to link to",
-              "enum": [
-                "agents",
-                "loans",
-                "properties"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
-          },
-          {
-            "description": "Maximum ids to return (default 25, max 200)",
-            "in": "query",
-            "name": "limit",
-            "required": false,
-            "schema": {
-              "description": "Maximum ids to return (default 25, max 200)",
-              "maximum": 200,
-              "minimum": 1,
-              "type": "integer"
-            }
           }
         ],
         "responses": {
@@ -78533,11 +80094,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/RelatedResponse"
+                  "$ref": "#/components/schemas/GetSavedFilterResult"
                 }
               }
             },
-            "description": "Linked record ids"
+            "description": "The saved filter."
           },
           "400": {
             "content": {
@@ -78573,11 +80134,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Record not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -78600,74 +80161,59 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Records linked to this one",
+        "summary": "Get a saved filter (with the operation to run it)",
         "tags": [
-          "Related"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/saved-filters": {
-      "get": {
-        "description": "The caller's saved filters (and saved CRM views) in the active organization, oldest first, optionally narrowed by target and kind.",
-        "operationId": "listSavedFilters",
+      },
+      "patch": {
+        "description": "Rename, re-icon, or replace the query / UI state (owner, `editor`, or workspace admin). The target is fixed. A new `query` is validated like on create. `visibility` / `orgWidePermission` change who can see it (owner or workspace admin only).",
+        "operationId": "updateSavedFilter",
         "parameters": [
           {
-            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
-            "in": "query",
-            "name": "target",
-            "required": false,
-            "schema": {
-              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
-              "enum": [
-                "originators",
-                "agents",
-                "companies",
-                "branches",
-                "offices",
-                "loans",
-                "properties",
-                "sales",
-                "crm_people",
-                "crm_companies"
-              ],
-              "type": "string"
-            }
-          },
-          {
-            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
-            "in": "query",
-            "name": "kind",
-            "required": false,
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
             "schema": {
-              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
-              "enum": [
-                "filter",
-                "view"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterList"
+                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
                 }
               }
             },
-            "description": "Saved filters."
+            "description": "The updated filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -78683,21 +80229,21 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -78720,43 +80266,52 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "List your saved filters",
+        "summary": "Update a saved filter",
         "tags": [
           "Saved Filters"
         ]
-      },
-      "post": {
-        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. Limit: 25 per target.",
-        "operationId": "createSavedFilter",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/CreateSavedFilterRequest"
-              }
+      }
+    },
+    "/v1/saved-filters/{id}/shareable-members": {
+      "get": {
+        "description": "Owner or workspace admin only. Every member of the workspace, the owner and existing shares included — subtract them for the picker.",
+        "operationId": "listSavedFilterShareableMembers",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
-          "201": {
+          "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CreateSavedFilterResult"
+                  "$ref": "#/components/schemas/SavedFilterShareableMemberList"
                 }
               }
             },
-            "description": "The saved filter."
+            "description": "The workspace roster."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterError"
+                  "$ref": "#/components/schemas/ErrorResponse"
                 }
               }
             },
-            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+            "description": "Validation error"
           },
           "401": {
             "content": {
@@ -78772,41 +80327,41 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
-          "409": {
+          "413": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterError"
+                  "$ref": "#/components/schemas/PayloadTooLarge"
                 }
               }
             },
-            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
-          "413": {
+          "502": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/PayloadTooLarge"
+                  "$ref": "#/components/schemas/ErrorResponse"
                 }
               }
             },
-            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+            "description": "Workspace members could not be read (auth service unavailable)."
           },
           "503": {
             "content": {
@@ -78819,15 +80374,16 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Save a filter",
+        "summary": "List the workspace members a saved filter can be shared with",
         "tags": [
           "Saved Filters"
         ]
       }
     },
-    "/v1/saved-filters/{id}": {
+    "/v1/saved-filters/{id}/shares": {
       "delete": {
-        "operationId": "deleteSavedFilter",
+        "description": "Owner or workspace admin only. Removes that member's share; a no-op (`revoked: false`) when there was none.",
+        "operationId": "revokeSavedFilterAccess",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -78844,16 +80400,25 @@
             }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/RevokeSavedFilterAccessRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
+                  "$ref": "#/components/schemas/RevokeSavedFilterAccessResult"
                 }
               }
             },
-            "description": "Deleted."
+            "description": "Whether a share was removed."
           },
           "400": {
             "content": {
@@ -78879,11 +80444,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -78893,7 +80458,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -78916,14 +80481,14 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Delete a saved filter",
+        "summary": "Stop sharing a saved filter with a member",
         "tags": [
           "Saved Filters"
         ]
       },
       "get": {
-        "description": "Returns the saved `query` and the `operationId` to run it with. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
-        "operationId": "getSavedFilter",
+        "description": "Visibility, owner, the workspace-wide role and every per-user share. Readable by the owner, an `editor`, or a workspace admin.",
+        "operationId": "getSavedFilterShares",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -78945,11 +80510,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/GetSavedFilterResult"
+                  "$ref": "#/components/schemas/GetSavedFilterSharesResult"
                 }
               }
             },
-            "description": "The saved filter."
+            "description": "The filter's sharing state."
           },
           "400": {
             "content": {
@@ -78975,11 +80540,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -78989,7 +80554,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -79001,6 +80566,16 @@
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
+          "502": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Workspace members could not be read (auth service unavailable)."
+          },
           "503": {
             "content": {
               "application/json": {
@@ -79012,14 +80587,14 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Get a saved filter (with the operation to run it)",
+        "summary": "Get who a saved filter is shared with",
         "tags": [
           "Saved Filters"
         ]
       },
-      "patch": {
-        "description": "Rename, re-icon, or replace the query / UI state. The target is fixed. A new `query` is validated like on create.",
-        "operationId": "updateSavedFilter",
+      "post": {
+        "description": "Owner or workspace admin only. Re-sharing updates the member's role. Sharing a private filter makes it `shared`. Sharing with the owner is a no-op (`granted: false`).",
+        "operationId": "grantSavedFilterAccess",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -79040,7 +80615,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+                "$ref": "#/components/schemas/GrantSavedFilterAccessRequest"
               }
             }
           }
@@ -79050,11 +80625,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
+                  "$ref": "#/components/schemas/GrantSavedFilterAccessResult"
                 }
               }
             },
-            "description": "The updated filter."
+            "description": "Whether a new share was created (false when an existing one was updated)."
           },
           "400": {
             "content": {
@@ -79064,7 +80639,7 @@
                 }
               }
             },
-            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+            "description": "Validation error, or (`code: NOT_ORG_MEMBER`) the user is not a member of your workspace."
           },
           "401": {
             "content": {
@@ -79080,11 +80655,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -79094,7 +80669,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -79106,6 +80681,16 @@
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
+          "502": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Workspace members could not be read (auth service unavailable)."
+          },
           "503": {
             "content": {
               "application/json": {
@@ -79117,7 +80702,7 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Update a saved filter",
+        "summary": "Share a saved filter with a workspace member",
         "tags": [
           "Saved Filters"
         ]