Enhancements to Loan Assignments - Assign Loan Officer and Branch Upon Loan Creation

Overview

Release 6.0.3000 provides additional support for oPOS users with multiple profiles across different Branches within the same organization. The following updates have been made:

• When creating a new loan, users associated with multiple Branches or Loan Officers will now be prompted to select to which to loan officer and branch the new loan should be assigned

New Loan - Assign Branch and Loan Officer

This new feature allows oPOS users with access to multiple Branches - such as Loan Processors, Managers, or Loan Openers to assign new loans to the proper loan officer and branch. When an oPOS user creates a new loan, a modal window appears and prompts them to select a loan officer and branch.

The options that appear in each drop-down menu are dependent upon who is creating the loan and how the loan team has been set up in iMP System Admin. 

Select a Loan Officer

• If the oPOS user is a Loan Officer, this field will populate with their name by default and the field drop-down menu will be disabled
• If the oPOS user is not a Loan Officer, the drop-down menu will contain the names of all Loan Officers to whom their profile has been linked in iMP System Admin. If the user is associated with only one Loan Officer, this field will populate with their name by default and the field drop-down menu will be disabled
• If the oPOS user is an Administrator, the drop-down menu will contain the names of all Loan Officers within the company

Select a Branch

• if the selected Loan Officer is assigned to only one Branch, this field will populate with the name of the Branch by default and the field drop-down menu will be disabled
• if the selected Loan Officer is assigned to more than one Branch, the drop-down menu will contain the names of all Branches to which they are assigned

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Acceptance Criteria

Testing: New Loan - Assign Loan Officer and Branch

Use Case #1: User with One Profile

Prerequisites:

• Test user account is an LO account associated with only one profile

Testing Process:

1. Log in to oPOS as test user
2. Create a new loan using price quote: + New > Price Quote
   • VERIFY: user is directed to the “Price Quote” page AND LO/Branch selection window does not appear
3. Create a new refinance loan: + New > Refinance
   • VERIFY: user is directed to the Personal tab in a new loan application AND LO/Branch selection window does not appear
4. Create a new purchase loan: + New > Purchase
   • VERIFY: user is directed to the Personal tab in a new loan application AND LO/Branch selection window does not appear
5. Create a new loan by importing an FNM 3.2 file
   • Select + New > Import FNM 3.2/3.4
   • Import an FNM 3.2 file > Create Loan
   • VERIFY: user is directed to the new application AND LO/Branch selection window does not appear
     
     

Use Case #2: User with Multiple Profiles/One Branch

Prerequisites:

• Test user account is an LO account with multiple profiles associated with the same branch (set up branches and accounts in iMP System Admin)

Testing Process:

1. Log in to oPOS as test user
2. Begin a new loan using price quote: + New > Price Quote
   • VERIFY: LO/Branch selection modal window appears
   • VERIFY: Loan Officer field is populated with the name of the currently signed-in loan officer
   • VERIFY: Branch field is populated with the branch associated with all user profiles
3. Select Cancel
   • VERIFY: modal window closes
4. Repeat step #2
5. Click the X button in the upper right corner of the window
   • VERIFY: modal window closes
6. Repeat step #2
7. Select Continue
   • VERIFY: new loan is created and user is directed the “Price Quote” page
8. Access the “Loan Assignments” window: Menu > Tools > Loan Assignments
   • VERIFY: loan is assigned to the proper loan officer and branch
9. Repeat steps #2-8 for each of the following alternative loan creation methods (instead of using price quote):
   • Create a new refinance loan: + New > Refinance
   • Create a new purchase loan: + New > Purchase
   • Create a new loan by importing an FNM 3.2 file: + New > Import FNM 3.2/3.4

Use Case #3: User with Multiple Profiles/Multiple Branches

Prerequisites:

• Test user account is an LO account with multiple profiles, each associated with a different branch (set up branches and accounts in iMP System Admin)

Testing Process:

1. Log in to oPOS as test user
2. Begin a new loan using price quote: + New > Price Quote
   • VERIFY: LO/Branch selection modal window appears
   • VERIFY: Loan Officer field is populated with the name of the currently signed-in loan officer
   • VERIFY: default selection for the Branch field is ‘Select One’
3. Open the Branch dropdown menu
   • VERIFY: drop-down menu contains all branches associated with the test user’s multiple profiles
4. Select a branch from the drop-down list
5. Select Continue
6. Access the “Loan Assignments” window: Menu > Tools > Loan Assignments
   • VERIFY: loan is assigned to the proper loan officer and branch
7. Repeat steps #2-6 for each of the following alternative loan creation methods (instead of using price quote):
   • Create a new refinance loan: + New > Refinance
   • Create a new purchase loan: + New > Purchase
   • Create a new loan by importing an FNM 3.2 file: + New > Import FNM 3.2/3.4

Corresponding Feature(s): 436420