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Feature 293444: Initiate M1003 (Non-Spouse Co-Borrower Email Invite)

Ashley Bor
  • Updated

OVERVIEW

  • This Feature enhances the cPOS experience allowing the Primary Borrower to directly invite an additional Borrower to work on a separate Multi-1003 loan application. Previously the LO from oPOS (LoanCenter) would have to initiate the M-1003 invite for an additional applicant to join. Similar to the experience of the Primary Borrower adding a Co-Borrower to the loan where the user can set up the security questions for the Co-Borrower to activate their own account, the Primary will be able to set up of a security question for the M-1003 Borrower to activate his/her account.

 

Description

  • We are allowing the Borrower to invite one additional applicant to the loan without requiring an LO to intervene directly in cPOS (Consumer site). This saves the LO time having to send and set-up SecureLink invites for the M-1003 Borrower.
  • The Primary Borrower will be asked if they are applying with anyone else, separate from their spouse, and if so, the Borrower will be able to provide the additional applicant's contact info and send an invite to him/her to complete their 1003 and other tasks related to the loan.

 

User Story:

  1. As a Borrower, I want the option to invite an additional applicant to the loan so that I don't have to rely on a conversation with the LO to send him/her an invite.
  2. As a Loan Officer, I want the Borrower to have the ability to add an additional applicant on the loan so that the loan can be started (and completed) sooner than later, without depending on myself to initiate the Multi-1003 application.

 

Detailed Functionality

Current Functionality:

  1. cPOS does support M-1003s, but the LO must initiate the 2nd, 3rd, - 1003s in oPOS (LoanCenter).
  2. In cPOS application, the Primary Borrower on the 1st 1003 is asked if he/she is Applying with anyone else? (This is asked at the end of the Personal section).
    1. This screen is only presented to the 1st 1003, all other 1003s do not see this screen. This will still be the case with this feature.
    2. The loan application and tasks for each 1003 is kept separate from one of another. Only the Borrower(s) on the same 1003 can see each other's application info and tasks.
  3. When a M-1003 Borrower goes through cPOS, their experience is slightly different:
    1. After activating their account, and coming from the Milestone page, the user directly starts at the Personal (section) because the Loan Purpose was completed on the Borrower from the 1st 1003. If the M-1003 Borrower wants to access the Loan Purpose, it will be read-only.
    2. When on the Property (section) the M-1003 Borrower is asked:
      1. How they intent to occupy the residence (ie: Investment, vacation home), and if they own any other properties.
      2. The M-1003 will only have read-only view of the Subject Property Address, Loan Amount, Estimated Value / Purchase Price because this was defined by the Primary Borrower of the 1st 1003.
      3. The remaining sections: Income, Assets, Declarations, Demographics, and Credit are specific to the M-1003 Borrower. 

 

Requirements:

  1. Add a new WP Config called" Invite Additional Applicants to the Loan"
    1. Default = "true" for ALL customers 
    2. When "true" and "Are you applying with anyone else?" = Yes, then the primary Borrower (app #1) will be able to provide the additional applicant's information and invite them to the loan, refer to requirement #4 
      1. Also when "true" the "Are you applying with anyone else?" screen will display a tooltip "How many people can I apply with?" which will let the Borrower know they can add 1 additional applicant, but if more than that, to contact their loan team 
      2. Note: The Borrower will only be allowed to invite one additional applicant, assuming the LO has not invited anyone else to the loan yet, see requirement #B (below). Any additional applicants will be added by the LO in LoanCenter. The reason we decided this was because:
        1. Based on a query in prod, the most common number of additional 1003s is 1, very few have 2+ (refer to note in history for 3/16/2021),
        2. It complicates things when there are already additional applicants on the loan, how do we show that to the Borrower? If we pull in the add'l applicant's contact info, that increased scope / effort even more. Also,
        3. We'd have to think carefully about the UI/UX to avoid the Borrower from inviting an additional applicant's spouse who should be on the same 1003, for example. Lastly,
        4. We also have a configuration in sys admin we would need to look for to determine how many add'l applicants the Borrower can invite so that it does not exceed the max set at the config. All of this increased the effort already provided by dev. 
    3. When "false" and "Are you applying with anyone else?" = Yes, then display the "Contact your LO alert message", which is existing functionality 
      1. Also when "False" the screen has NO tool tip  
  2. cPOS:  M-1003 Borrower has already been added by LO in oPOS (LoanCenter)
    1. When the config "Invite Additional Applicant to Loan" = "true" AND at least 1 additional 1003 is already on the loan (i.e. added by the LO in LoanCenter), then HIDE the "Are you applying with anyone else?" screen, else SHOW  (Req C below)
      1. We will need to know "who" added the additional 1003 because if it was added by the Borrower in cPOS, we don't want to hide it in case they never completed the section (i.e. stopped on the add'l applicant's email page) so they can return and complete the applicable screens. But if it was added by the LO, then we should hide it.  
  3. cPOS Experience for the Primary Borrower of the 1st 1003
    1. Are you applying with anyone else?
    3. When the Borrower of the 1st 1003 reaches the screen: "Are you applying with anyone else?" the page now includes:
      1. Tooltip text for: "How many people can I apply with?"
        1. Clicking the link will display the tooltip popup modal, with the following description: You can invite one additional applicant. If you are applying with more than one additional applicant, then please contact your loan team.
      2. Radio button (tiles) for Yes and No
        1. Selecting "Yes" and clicking "Next" will direct the Borrower to enter the Contact Information of the additional applicant.
        3. Selecting "No" and clicking "Next" will land the user to the Personal Summary Review screen.
  4. Personal Contact Info of Additional Applicant
    1. Continuing from the previous page of selecting "Yes", the Borrower(s) of the 1st 1003 will be able to enter the contact information of the additional applicant.
    3. Heading: Please provide the additional applicant's contact information
    4. The following fields are required:
      1. First Name
      2. Last Name
      3. Phone Number
    5. The page url will be: /application/personal/contact-information-additional-applicant
    6. The title tag of the page will be <title>Please provide the additional applicant's contact information - Personal</title>
    7. When the required fields are populated, the user can proceed to the next screen to provide the email address of the additional applicant (M1003 Borrower).
    9. When clicking "Next"
      1. Clicking 'Next' will save the record and create an additional M1003 record on the loan, in oPOS (LoanCenter), you will see entered contact information of the additional applicant. (Continue on to Req: E)
    10.  When clicking "Back"
      1. If the user clicks 'Back' then on the "Are you applying with anyone else?" screen will show the selected radio button as disabled.  An alert message will display: "The additional applicant has been added to the loan. If you need to remove [Additional Applicant's FullName] from the loan, please contact your loan team."
  5. Email Address for Additional Applicant
    2. The Page URL will be: /application/personal/email-additional-applicant 
    3. The title tag will be: <title>Please provide [ApplicantFirstName]'s email address - Personal </title>
    4. Heading: Please provide [AdditionalApplicantFirstName]'s email address. We will use this to send notifications and it will be the username for [AdditionalApplicantFirstName]'s account.
    5. Email (field) and Confirm Email (field) are required fields. 
      1. If the user clicks 'Next' without attempting to provide 'Email' and 'Confirm Email' fields then field validation error will show:
        1. Email is required
        2. Confirm Email is required
    6. When the user has entered the Email (field) and focused away it will validate:
    7. If the email entered is a valid email address
      1. If not a valid email, a field validation will show "Not a valid email address"
      2. If the email address entered is 'existing', if it's using the SAME email address as Primary and Co-Borrower, the following red alert message will display:
        "This email address is already being used on this loan. To keep your personal information separate and secure, please enter a different email address."
    9. If the user enters an existing email address (already registered in the system), BUT the first and last name of the additional applicant doesn't matches with the entered email address, then an red alert message will display:
      The first and last name provided does not match the name we have on account for this email. To keep Tom's personal information secure, confirm the name entered on the previous screen or enter a different email address to proceed.
    11. If the Primary Borrower enters an existing email address, AND the first and last name of the additional applicant matches with the record, then a blue alert message will display:
      "It appears [AdditionalApplicantFirstName] has an account with us. Please confirm [AdditionalApplicantFirstName]'s email so that we can send [AdditionalApplicantFirstName] an invite."
      1. Clicking "next" will bypass the need to setup a security question for this Borrower.
        1. This will associate the M-1003 account to the first 1003 account.
        2. This will trigger an email invite to the additional applicant's email.
      2. In this scenario, once Tom Smith Sr. activates from the secure link invite to a new loan, and assuming Tom Smith Sr. already has an existing loan, when he logs in and lands on his myLoans (page), he will see his new loan.
    13. If the email address entered is 'unique' (non-existing), when the user focuses on "Confirm Email" field the user must enter the same matching email address entered on the Email (field). If non-matching an field validation will show: You email does not match.
      1. With both emails matching, clicking "Next" will direct the user to create a security question for the additional applicant (Continue to Req F)
  6.  Set Up Security Question for Additional Applicant
    2. The Page URL will be: /application/personal/security-question-additional-applicant 
    3. The Title tag will be: <title>Set up a security question that [ApplicantFirstName] would know the answer to</title>
    4. Heading Text: "Setup a security question that [Additional Applicant's First Name] would know the answer to." 
    5. Text above the Security Q&A fields: "Please answer the following from [Additional Applicant's First Name]'s perspective." 
    6. "Security Question" and "Security Answer" fields are required 
      1. Note: "Security Question" and "Security Answer" will behave the same as the Co-Borrower's Email screen 
    7. When "Next" is clicked then do the following: 
    8. Create an account for the Additional Applicant (This will be a "Un-Activated" account) 
    9. Trigger an email invite to the Additional Applicant's email, refer to requirement #10 below 
    10. When the additional applicant's new account is created, then do the following: 
      1. No longer show the Security Q&A screen (regardless if the LO or Borrower set it up) [SAME functionality as Co-Borrower's Email set up]  
      2. Add the LSID to the additional applicant's user account. The column is called "Registered Lead Source ID" in the User Account table [SAME functionality as Co-Borrower's Email set up]  
    11. When the additional applicant's account is created & linked to a loan (new or existing) then do the following: 
      1. Disable the fields on the additional applicant's contact info screen 
      2. Disable the fields on the Email / Confirm Email screen [SAME functionality as Co-Borrower's Email screen]
  7. Personal Summary Screen (Additional Contact Record)   
    2. A new section will be added referencing the Additional Contact and will display the following:
      1. Full Name
      2. Email
      3. Phone Number
        1. Note: This information will only display on the Personal Summary Screen, only if the Borrower entered it from cPOS. If the Loan Officer added M1003 Borrowers from oPOS (LoanCenter), then the additional contacts will not show up on the Summary Screen. 
  8. Email Invite sent to Additional Applicant
    2. A new SecureLink email template is created called: "Additional Applicant Invite Email" 
    3. Subject Line: Welcome to your {Branding Display Name} Loan Application
      1. Email Body:
        Hi {Additional Applicant First Name} {Additional Applicant Last Name},

        {Primary Borrower First Name} {Primary Borrower Last Name} started a loan application and invited you to join as a co-applicant. An account has been set up for you to complete your application and other tasks required through the loan process. Your personal and financial information will be kept separate from {Primary Borrower First Name}.

        Click on the link below to get started!

        Get Started Now

        {LO First Name Last Name}
        {Branding Display Name}
        {Job Title} | NMLS # {NMLS}
        {Phone #} | {LO Email}
    4. Default the Notification Status to "Inactive" for all customers so that it does not appear in the SecureLink template drop down, but it'll still be triggered based on the conditions up above 
    5. [EXISTING FUNCTIONALITY] The link in the email will inherit the following existing behavior of links generated in the "Welcome" email and other SecureLink emails sent today 
    6. It will include a token so that the CPOS knows which loan is associated to it 
    7. It will include the LSID of the assigned Loan Officer in the URL like it does today 
    8. Ex: https://qa02clover.cloudvirga.com/activation?token=1cabbcf0-7565-49b4-8910-14e317112800&lsid=1584 
    9. [EXISTING FUNCTIONALITY] Clicking the link in the email will identify if the account is "Not Activated" or "Activated" 
    10. IF "Not Activated" then take the user to the Account Activation page with:
      1. The Additional Applicant's email pre-populated and
      2. The security question displayed in the security answer field 
    11. IF "Activated" then take the user to the Sign In page with the Additional Applicant's email pre-populated 
  9. Export to Encompass and/or MISMO 3.4
    1. MISMO should not be impacted as it should behave as it currently functions.  The auto export triggers should continue to happen regardless of the app.  In other words, any auto-export triggers that occur for App 1 should also occur for App 2. 
    2. Auto Export triggers include:
      1. eVOA 
      2. eVOI/eVOE 
      3. 6 Pieces 
      4. Credit 
  10. Mixpanel Requirements
    1. Add new Event for the new screen collecting the additional applicant's contact info
      1. Event Name = "Please provide the additional applicant's contact information" 
    2. Add new Event for the new screen collecting the additional applicant's email address
      1. Event Name = "Additional Applicant Email Address" 
        1. Add an Event Property called "Existing Email Provided" 
          1. When "existing account alert message" displays, then show True 
          2. When "existing account alert message" is NOT displayed, then show False 
          3. Trigger = Click "Next" on the screen

 

Configuration & Prerequisite Information

RESPA (Off)

  1. Ensure when the following configuration is set, that RESPA is set off of 1 or both Borrowers PER 1003:  "LoanAppDate.SetWhenOneBorrower6Pieces.Enabled" 
    1. Example: Have the config set to TRUE. Create a new app in cPOS and invite an additional applicant. Complete the app for app #1, collecting 6 pieces for at least the Borrower or Co-Borrower. Verify app date is not set yet since it's waiting for App 2 to provide 6 pieces (until Feature 379695 is implemented).  As the additional applicant, complete the app, providing all 6 pieces for at least the Borrower or Co-Borrower (if applicable). Verify the app date is set in LC. 
  2. Keep in mind the different RESPA rules that come into play around collecting income as 1 of the 6 pieces. We have our current rules and the new rules done under Feature 392134 
  3. Please reference my notes under the Description, specific to #13 at the bottom  

 

Verify Config to WordPres

  1. Added a new field label in WP will be "Invite Additional Applicant to Loan" and will be defaulted to 'true' for ALL Customers using cPOS.
    1. When set to 'True', the cPOS - Primary Borrower when landing on "Are you applying with anyone else?" page will be able to add an additional M1003 Borrower.
    2. When set to 'False', the cPOS - Primary Borrower will see the current experience where an blue alert message will appear informing the user to reach the Loan Officer if wanting to add an additional borrower.

 

Acceptance Criteria

Use Case # 1: Config = False 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = False 
  1. Create a new loan in cPOS  
  2. Complete the Loan Purpose section 
  3. Complete the Personal section up to the screen "Are you applying with anyone else?" 
  4. Verify NO tool tip is displayed on the screen 
  5. Click "No"  
  6. Verify No message is displayed 
  7. Click "Yes" 
  8. Verify The "Contact your LO alert message" is displayed 

Use Case # 2: Config = True, Add 1 Additional Applicant, unique email 

  • PreRequisite:  
    • "Invite Additional Applicant to Loan" = True 
  1. Create a new loan in cPOS  
  2. Complete the Loan Purpose section 
  3. Complete the Personal section up to the screen "Are you applying with anyone else?"  
  4. Verify The tooltip is displayed with correct text when clicked on 
  5. Click "No"  
  6. Click "Next" 
  7. Verify The next screen is the Personal Review Screen 
  8. Click "Back" 
  9. Change "No" to "Yes" for "Are you applying with anyone else?" 
  10. Click "Next" 
  11. Verify The follow up screen capturing the additional applicant's contact info is displayed 
  12. Verify The following fields are required: 
    1. First Name 
    2. Last Name 
    3. Phone Number 
  13. Verify The Page URL 
  14. Verify The title tag 
  15. Complete the required fields 
  16. Click "Next" 
  17. Verify The additional applicant is added as App #2 on the loan in LC (Note: This will be done once the mega save from "Next' is complete. Also, if the loan lock is ON, you should be able to open the loan in read-only mode) 
  18. Verify If you were to go back to the "Are you applying with anyone else?" screen, the radio buttons are disabled and the message in blue is displayed per requirements / mock up 
  19. Verify The follow up screen collecting the additional applicant's email is displayed 
  20. Verify The Page URL 
  21. Verify The title tag 
  22. Verify Email and Confirm Email fields are required 
    1. Verify If user proceeds without one or both of these, the applicable validation shows 
  23. Enter an invalid email (i.e. abc  ) 
  24. On tab out, verify the system displays the validation message "Not a valid email address"
  25. Update the email to a unique, valid email address  
  26. Verify The validation message goes away 
  27. Verify You cannot copy/paste the email into the Confirm Email field 
  28. Enter an email that does not match the unique, valid email address in Confirm Email field 
  29. Verify The validation message "Your email does not match" is displayed 
  30. Update the email in the Confirm Email field to match the unique, valid email address 
  31. Verify The validation message goes away 
  32. Click "Next" 
  33. Verify The follow up screen is to setup a security Q&A on behalf of the additional applicant  
  34. Verify The Page URL 
  35. Verify Title Tag 
  36. Verify Both Security Question and Answer are required 
  37. Select a Question and provide the applicable answer 
  38. Click "Next" 
  39. Verify Borrower lands on Personal review screen 
  40. Verify The review screen in URLA 2009 and the review screen in URLA 2020 
  41. Verify The account is created (*Note: This is once the mega save is complete) 
  42. Verify The LSID being used to do the app is added to the additional applicant's user account.  
  43. Verify The Additional Applicant Invite Email is sent (*Note: This is once the mega save is complete), don't click the link yet 
  44. Click "edit" for the additional applicant's contact info 
  45. (assuming the account has been successfully created) Verify the system Disabled the fields on the additional applicant's contact info screen 
  46. Click Next 
  47. (assuming the account has been successfully created) Verify the system Disabled the fields on the Email / Confirm Email screen 
  48. Complete the Personal section 
  49. Sign Out 
  50. Return to the additional applicant's inbox 
  51. Open the "Additional Applicant Invite Email" 
  52. Click on the link in the email 
  53. Verify The link takes the user directly to the activation page with the email address already populated, along with the applicable security question  
  54. Verify The URL has the applicable LSID in the URL 
  55. Activate the account and log in 
  56. Begin Application 
  57. Verify The Borrower is started in the Personal section (Loan Purpose is completed by Borrower on App 1, but is viewable and read-only for App 2) 
  58. (Regression) Verify Borrower on App 2 does NOT get the "Are you applying with anyone else?" screen  
  59. Verify The Borrower can complete the app themselves successfully and only see their own loan app/1003 information (per existing functionality) 
  60. Sign Out 
  61. Open Loan Center 
  62. Open the loan and validate any information provided thus far is successfully populated in LC for each applicable 1003 
  63. Go to LC Admin / SecureLink UI (Note: You may need to log in with an Admin account to access this) 
  64. Verify The "Additional Applicant Invite Email" is displayed and is "Inactive", therefore, not displaying in the SecureLink template drop down when the LC user goes to send a SL to the Borrower 

Use Case # 3: Config = True, Add 1 Additional Applicant with email provided but used by someone else on the loan 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Create a new loan in cPOS  
  2. Complete the Loan Purpose section 
  3. Complete the Personal section up to the screen "Are you applying with anyone else?"  
  4. Click "Yes" 
  5. Click "Next" 
  6. Verify The follow up screen capturing the additional applicant's contact info is displayed 
  7. Complete the required fields 
  8. Click "Next" 
  9. Verify The additional applicant is added as App #2 on the loan in LC (Note: This will be done once the mega save from "Next' is complete. Also, if the loan lock is ON, you should be able to open the loan in read-only mode) 
  10. Verify The follow up screen collecting the additional applicant's email is displayed 
  11. Enter the email address of the Borrower or Co-Borrower on App #1 
  12. On tab out, verify the "another borrower on this loan is using this email" alert message is displayed and user is unable to proceed 

Use Case # 4: Config = True, Add 1 Additional Applicant with an existing email address 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
    • Have an Existing Email address to use on App #2 (i.e. tomsmith@yahoo.com for Tom Smith) 
  1. Create a new loan in cPOS  
  2. Complete the Loan Purpose section 
  3. Complete the Personal section up to the screen "Are you applying with anyone else?"  
  4. Click "Yes" 
  5. Click "Next" 
  6. Verify The follow up screen capturing the additional applicant's contact info is displayed 
  7. Complete the required fields 
  8. Click "Next" 
  9. Verify The additional applicant is added as App #2 on the loan in LC (Note: This will be done once the mega save from "Next' is complete. Also, if the loan lock is ON, you should be able to open the loan in read-only mode) 
  10. Verify The follow up screen collecting the additional applicant's email is displayed 
  11. Complete the required fields (Note: For this use case, remember we're using an existing email address mentioned in the Prerequisite, but first we'll be validating the error message if the name provided does not match the name on the account, so in my example in the Prerequisite of Tom Smith, maybe put Thomas Smith as the First/Last Name) 
  12. Enter an existing email address that is NOT being used on the loan 
  13. On tab out, verify the  "email does not match the name on the account" alert message is displayed and the user is unable to proceed 
  14. Delete the email address 
  15. Click "Back" 
  16. On the contact info screen, correct the name provided to match the name on the account (i.e. Change from Thomas to Tom) 
  17. Return to the email screen 
  18. Re-enter the existing email address 
  19. On tab out, verify the "existing account alert message" is displayed 
  20. Enter the email in the Confirm Email field 
  21. Click "Next" 
  22. Verify Borrower proceeds successfully and lands on Personal review screen and the security Q&A screen is NOT displayed 
  23. Verify The review screen in URLA 2009 and the review screen in URLA 2020 
  24. Click "edit" for the additional applicant's contact info 
  25. (assuming the account has been successfully created) Verify the system Disabled the fields on the additional applicant's contact info screen 
  26. Click Next 
  27. (assuming the account has been successfully created) Verify the system Disabled the fields on the Email / Confirm Email screen 
  28. Complete the Personal section 
  29. Verify The following once the "save" is successful: 
    1. The account is linked to the add'l 1003  
    2. The Additional applicant Invite Email is triggered  
  30. Sign Out 
  31. Return to the additional applicant's inbox 
  32. Open the "Additional Applicant Invite Email" 
  33. Click on the link in the email 
  34. Verify The link takes the user directly to the Login page with the email address already populated 
  35. Verify The URL has the applicable LSID in the URL (of the LO assigned to the Loan) 
  36. Log in (Note: Since it's an existing account, no activation) 
  37. Begin Application 
  38. Verify The Borrower is started in the Personal section (Loan Purpose is completed by Borrower on App 1, but is viewable and read-only by App 2) 
  39. (Regression) Verify Borrower on App 2 does NOT get the "Are you applying with anyone else?" screen  
  40. Verify The Borrower can complete the app themselves successfully and only see their loan app/1003 information (per existing functionality) 

Use Case # 5: Config = True, 1 Additional Applicant already added by LO in LC 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Log into LC as an LO 
  2. Start a new loan 
  3. Add First/Last Name and online Email for App 1 
  4. Click Add 1003 
  5. Add First/Last Name and online Email for App 2 
  6. Save 
  7. Send "Complete Loan App" securelink to each Borrower on each 1003 
  8. Exit the loan 
  9. As the Borrower on App 1, click on the URL in securelink 
  10. Activate account and log in 
  11. Begin Application 
  12. Complete Loan Purpose section 
  13. Begin Personal section 
  14. Verify The screen "Are you applying with anyone else?" is NOT displayed at the end of the Personal section 
  15. Verify The Additional 1003's contact info is NOT on the Personal review screen 
  16. Complete some of the app and sign out 
  17. As the Borrower on App 2, click on the URL in securelink 
  18. Activate account and log in 
  19. Begin Application 
  20. (Regression) Verify Borrower starts in Personal section (Loan Purpose is completed by Borrower on App 1, but is viewable and read-only by App 2) 
  21. (Regression) Verify Borrower on App 2 does NOT get the "Are you applying with anyone else?" screen  

Use Case 6: Config = True, loan starts in LC but App 2 added by the Borrower in cPOS 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Repeat the steps from one of the use cases above but start the loan from LC where the LO invites App 1, but then App 2 is added by the Borrower (Note: Be sure to test App 2 adding a spouse/co- Borrower too) 

 Use Case # 7: Mixpanel validation 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Verify The new Events provided in requirements are appearing in Mixpanel 

 Use Case # 8: Regression export of MISMO 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Verify Borrower(s) on BOTH apps are included in the Export in MISMO 3.4 

 Use Case # 9: Regression export to Encompass 

  • Prerequisite: 
    • "Invite Additional Applicant to Loan" = True 
  1. Verify Borrower(s) on BOTH apps are included in the Export to Encompass 

 

 

 

 

 

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