Enhancements to Loan Assignments - Support for Multiple Team Members on a Single Loan

Overview

Release 6.0.3000 includes the following updates to the “Loan Assignments” modal window in oPOS:

• this window can now be used to change which Loan Officer Assistant (LOA) or Loan Processor appears on the Loan Officer Contact Card in cPOS
• users can now add multiple LOAs and Loan Processors to a single loan. When making loan assignments, the Loan Officer will be able to search for and select from all members of their loan team, including LOAs and Loan Processors
• this window now contains interactive icons that provide users with the contact information of assigned team members.

 

“Loan Assignments” Window - User Interface Updates

The “Loan Assignments” window has been updated to provide users with greater flexibility in managing their loan team assignments. New fields allow a Loan Officer to add multiple team members to a single loan and change the borrower’s primary LOA or Loan Processor contact.

 

Previous “Loan Assignments” Window  

 

“Loan Assignments” Window - Release 6.0.3000

 

Assign Primary LOA and Processor Contact

The new LOA - Consumer Site and Loan Processor - Consumer Site fields indicate which members of the loan team will appear on the Loan Officer Contact Card in cPOS, allowing Loan Officers to direct borrowers to specific members of the loan team. To do this, open the respective drop-down menu and select the desired LOA or Loan Processor.

 

 

Add Multiple Team Members

You can now assign additional LOAs and Loan processors to a single loan.

To add an LOA, open the Other LOAs drop-down menu and select the desired team member

To add a Loan Processor, open the Other Processors drop-down menu and select the desired team member

If you need to create another field to assign additional team members

• Select + Add Another LOA to create an additional Other LOAs field
• Select + Add Another Loan Processor to create an additional Other Processors field

Note: You can add or change the members of your loan team in iMP System Admin. <Learn more>

 

Assigned Loan Officer Tooltip

If the desired loan officer’s name is disabled within the Assigned Loan Officer drop-down menu, the blue tooltip located to the right of the menu provides additional information about why the name may be disabled.

 

Contact Card Icon

You can quickly view any selected team member’s information by clicking the blue Contact Card icon located to the left of each drop-down menu.

 

 

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Acceptance Criteria

Use Case #1 - User Interface Updates 

1. Log in to oPOS
2. Open an existing loan
3. Navigate to the “Loan Assignments” modal window: Menu > Tools > Loan Assignments
4. VERIFY: the user interface of the “Loan Assignments” modal window appears as follows:

Use Case #2 - Loan Assignments Privileges: User Without Privileges

Prerequisites:

• The following oPOS privileges are disabled for test user:
  • Edit Loan Assignments
  • Loan Assignments: Edit Loan Officer
• "Separate Business Entity" is unchecked for test Division

Testing Process:

1. Log in to oPOS
2. Open an existing loan
3. Navigate to the “Loan Assignments” modal window: Menu > Tools > Loan Assignments
4. VERIFY: all drop-down menus within the window are read-only / disabled 
5. VERIFY: the +Add Another LOA and +Add Another Loan Processor links are disabled
6. VERIFY: blue contact card icons are clickable and viewable
7. VERIFY: the Assigned Loan Officer tooltip (?) is clickable and viewable

Use Case #3 - Loan Assignments Privileges: User with Edit Loan Assignments Privilege

Prerequisites:

• The following oPOS privileges are enabled for test user
  • Edit Loan Assignments
• "Separate Business Entity" is unchecked for test Division

Testing Process:

1. Log in to oPOS
2. Open an existing loan
3. Navigate to the “Loan Assignments” modal window: Menu > Tools > Loan Assignments
4. VERIFY: all drop-down menus within the window can be opened and selected, except for the three drop-down menus that appear in the Managers section.
5. VERIFY: the +Add Another LOA and +Add Another Loan Processor links are enabled
6. VERIFY: blue contact card icons are clickable and viewable
7. VERIFY: the Assigned Loan Officer tooltip (?) is clickable and viewable

1.  

Use Case #4 - Loan Assignments Privileges - User with Edit Loan Officer Privilege

Prerequisites:

• The following oPOS privileges are enabled for test user: "Edit Loan Officer"

Testing Process:

1. Log in to oPOS
2. Open an existing loan
3. Navigate to the “Loan Assignments” modal window: Menu > Tools > Loan Assignments
4. VERIFY: user can open and select the Assigned Loan Officer drop-down menu
5. VERIFY: all other drop-down menus within the window are disabled (read only)
6. VERIFY: the +Add Another LOA and +Add Another Loan Processor links are disabled
7. VERIFY: blue contact card icons are clickable and viewable
8. VERIFY: the Assigned Loan Officer tooltip (?) is clickable and viewable

Use Case #5 - Team Members Correspond to Company Hierarchy; No Separate Divisions

• "Separate Business Entity" is unchecked for test Division
• Two branches are created within the test Division
• Two Loan Officers are created for each Branch
• One created Loan Officer is assigned to both Branches (Loan Officer A)
• Loan Officer A is assigned to both branches has the following information completed in their profile:
  • Job Title
  • Email Address
  • Work Phone + Ext
  • Cell Phone
• Another Loan Officer is not licensed in the state of test subject property (Loan Officer B)
• Branch Manager profile is created with the following privilege: Edit Loan Assignments
• At least two of each of the following roles, assigned to various Channels, Divisions, and Branches throughout the company
  • Sales Manager
  • Team Leader
  • LOA
  • Other LOAs
  • Loan Opener
  • Loan Processor
  • Other Processors

Testing Process:

1. 1. Log in to oPOS as Loan Officer A
   2. Start a new loan 
   3. Enter Borrower First/Last Name 
   4. Enter a subject property address in the state of CA
   5. Save and exit the loan
   6. Log into oPOS as the Branch Manager 
   7. Open the loan that was created in step #2
   8. Navigate to the "Loan Assignments" window: Menu > Tools > Loan Assignments
      • VERIFY: the "Channel," "Division," and "Branch" drop-down menus are enabled and can be opened/selected
      • VERIFY: the "Assigned Loan Officer" drop-down menu is enabled and can be opened/selected; default selection is Loan Officer A 
   9.  Click the Assigned Loan Officer tooltip
      • VERIFY: informational window appears
   10.  Click on the contact card icon
       • VERIFY: the following information is correctly displayed from the Loan Officer's user profile:
         • Job Title
         • Email Address
         • Work Phone + Ext
         • Cell Phone
       • VERIFY: the NMLS# that appears below the drop-down menu is correct
   11.  Expand the "Assigned Loan Officer" drop-down menu
       • VERIFY: all LOs assigned to the selected Branch appear in the "Assigned Loan Officer" drop-down menu with the sub-heading "Branch: [Branch_Name]"
       • VERIFY: the correct "Branch: [Branch_Name]" is pulled from System Admin
       • VERIFY: the LOs are displayed in alphabetical order by First Name 
       • VERIFY: any LO(s) not licensed in the subject property state (Loan Officer B) remain disabled
   12. Select a different Loan Officer besides Loan Officer A
   13. Change the Branch to another Branch within the Division 
       
       • VERIFY: the "Assigned Loan Officer" dropdown updates to "Select One"
   14. Expand the "Assigned Loan Officer" drop-down menu
       • VERIFY: all LOs assigned to the new Branch appear in the "Assigned Loan Officer" drop-down menu with the sub-heading "Branch: [Branch_Name]"
       • VERIFY: the correct "Branch: [Branch_Name]" is pulled for the new Branch from System Admin
   15. De-select the Branch by selecting Select One 
       • VERIFY: the "Assigned Loan Officer" drop-down menu updates to display 'Select One' 
       • VERIFY: any LO(s) not licensed in the subject property state (Loan Officer B) remain disabled
   16. Expand the Assigned Loan Officer dropdown
       
       • VERIFY: all Loan Officers assigned to the Branch(es) within the selected Division appear in the "Assigned Loan Officer" drop-down menu
       • VERIFY: the Loan Officers are separated by the applicable sub-heading "Branch: [Branch_Name]" that they're assigned to 
   17. Select a Loan Officer
       • VERIFY: the "Branch" drop-down menu updates to display the Branch that the selected Loan Officer is assigned to
   18. Click Cancel without saving
       • VERIFY: any changes made are not saved
   19. Re-Open the Loan Assignments modal
   20. Make some changes
   21. Click Save
       • VERIFY: any changes made are saved
   22. Re-Open the Loan Assignments modal
   23. Expand the drop-down menu for 'Sales Manager'
       • VERIFY: the menu contains users from the entire Company
       • VERIFY: the sub-heading for the list of user(s) displays the proper name from iMP System Admin
   24. Repeat step #23 for the following roles: 
       
       • Team Leader
       • LOA
       • Other LOAs
       • Loan Opener
       • Loan Processor
       • Other Processors

Use Case #6 - Managers Contact Card Icons & Drop-Down Menus

Prerequisites:

• "Separate Business Entity" is unchecked for test Division
• Make sure that manager accounts are set up and assigned for test Channel, Division, and Branch in iMP System Admin. This hierarchy should match that of the test Loan Officer
• Enter the following information for each manager account in iMP System Admin, but omit the job title and cell phone number for one manager
  • Job Title
  • Email Address
  • Work Phone + Ext
  • Cell Phone  
• The following oPOS privileges are enabled for a test Branch Manager account: 
  • Edit Loan Assignments

Testing Process

1. Log in to oPOS as a loan officer
2. Create a new loan 
3. Enter borrower's First/Last Name 
4. Save and exit the loan
5. Log in to oPOS as the Branch Manager (with Edit Loan Assignments privilege enabled)
6. Open the loan created above
7. Navigate to the “Loan Assignments” modal window: Menu > Tools > Loan Assignments
8. VERIFY: the fields for Channel, Division, and Branch managers reflect the individuals added to each level in iMP System Admin
9. VERIFY: manager fields are read-only and cannot be edited
10. Select the blue contact card icon for each manager
    • VERIFY: the contact card that appears contains the following information, per their User Profile: 
      • Job Title
      • Email Address
      • Work Phone + Ext
      • Cell Phone
    • VERIFY: contact card for manager with missing job title and cell phone number does not include lines for this information

• Two Divisions are created in the company hierarchy with the Separate Business Entity checkbox selected (Division A, Division B)
• Two Branches are created within the company hierarchy (Branch A, Branch B) and assigned to Division A
• At least two Loan Officers are created and assigned to each of the Branches in Division A (Loan Officer A, Loan Officer B, Loan Officer C, Loan Officer D)
• A Branch Manager user profile is created with the following privilege: "Edit Loan Assignments"
• One of each of the following roles are created and assigned to Division A, but not a Branch:
  • Sales Manager
  • Team Leader
  • LOA
  • Other LOAs
  • Loan Opener
  • Loan Processor
  • Other Processors
• One of each of the following roles are created and assigned to Division A and one of the Branches within it:
  • Sales Manager
  • Team Leader
  • LOA
  • Other LOAs
  • Loan Opener
  • Loan Processor
  • Other Processors
• One of each of the following roles are created and assigned to Division B:
  • Sales Manager
  • Team Leader
  • LOA
  • Other LOAs
  • Loan Opener
  • Loan Processor
  • Other Processors

Testing Process:

• The following users are created in the company hierarchy and assigned to the corresponding Branch:
  • Loan Officer - Branch A
  • Price Concession Approver - Branch A
    • Job title is added to user profile
    • Email address is added to user profile
    • Work phone number is added to user profile
    • Cell phone number is added to user profile
  • Rate Concession Approver - Branch A
    • Job title is added to user profile
    • Email address is added to user profile
    • Work phone number is added to user profile
    • Cell phone number is added to user profile
  • Two additional users with the privilege to approve price concessions - Branch A
  • Two additional users with the privilege to approve rate concessions - Branch A
  • Branch Manager with the following privilege: "Edit Loan Assignments" - Branch A

 Testing Process:

1. Log in to oPOS as the LO
2. Start new loan
3. Add Borrower First/Last Name
4. Save and exit the loan
5. Sign Out
6. Log in to oPOS as the Branch Manager 
7. Open the loan started in step #2
8. Navigate to the "Loan Assignments" window: Menu > Tools > Loan Assignments
   
   • VERIFY: the "Price Concession Approver" and "Rate Concession Approver" set up at the Branch level of the assigned LO are displayed in the drop down
9. Click the contact card for each
   • VERIFY: the contact card displays the following information, per their User Profile:
     • Job Title
     • Email Address
     • Work Phone + Ext
     • Cell Phone
10. Expand the "Price Concession Approver" drop-down menu
    • VERIFY: a check mark shows next to the user selected
    • VERIFY: the user(s) displayed in the dropdown have the applicable privilege 
    • VERIFY: the user(s) are displayed in alphabetical order by First Name
11. Expand the "Rate Concession Approver" dropdown
    • VERIFY: a check mark shows next to the user selected
    • VERIFY: the user(s) displayed in the dropdown have the applicable privilege 
    • VERIFY: the user(s) are displayed in alphabetical order by First Name

 

Corresponding Feature(s): 441825, 441824