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Create Unique Consumer Sites for Separate Divisions

Charlie Gunn
  • Updated

Overview

Release 6.0.3000 gives users greater flexibility when setting up their Company’s Channels, Divisions, and Branches in iMP System Admin. In particular, users can now designate individual Divisions within the company as a “separate business entity” to reflect business units—such as Credit Unions—that operate distinctly from their parent company. This update is designed to allow these independent Divisions to create their own version of Cloudvirga’s consumer site (cPOS) with a unique logo, site URL, and other branding options.

Learn more about adding a Division Logo

Learn more about creating a custom Division URL

 

Note: This set up will require you to reach out to your CV Support team or Account Manager to complete. 

 

Division Setup

Use the following steps to set up an individual Division as a separate business entity:

  1. Log in to iMP System Admin
  2. Navigate to the “Company Details” page: Company Profile > Company Details
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  3. Click the Company name

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  4. Click the name of the channel to which the division belongs
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  5. Add or Edit
    • To add a new division, click the Add button within the Division section
    • To edit an existing division, click the Edit button that appears in the row of the respective division

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  6. If adding a new Division, provide the following information:
    • Division Name - official or internal name of the Division
    • Branding Display Name - name of the Division that should appear on the consumer site
    • Disclosures Lender - lender name that should appear on disclosure documents

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  7. Select the Separate Business Entity checkbox - this box determines whether the Division will be partitioned within the company hierarchy 

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  8. Scroll to the bottom of the window and click Save   
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When the Separate Business Entity checkbox is selected, the Division will be partitioned within the company hierarchy, and any changes made to the Division within iMP System Admin will not affect other units within the company.

 

Set up Division URL for Consumer Site

When the Separate Business Entity checkbox is selected, a new Website tab appears in the "Division" modal window. Select this tab to begin setting up a unique URL for the Division's consumer site.

 

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The Website tab contains the following fields (an asterisk* indicates a required field):

  1. Provider* - the name of the web host; default option is the company domain
  2. Website URL* - a valid site URL for the Division's consumer site
  3. Website Name* - desired website name
  4. SSL Certificate* - upload a valid SSL certificate
  5. SMTP Server* - domain name of the SMTP server
  6. SMTP Username* - username credential for SMTP server
  7. SMTP Password* - password credential for SMTP server
  8. Email Port* - a valid SMTP port number
  9. SSL Enabled - indicate whether the address has a valid SSL certificate
  10. Full Name - the name of the contact person for site management
  11. Email - email address of the contact person for site management
  12. Phone - phone number of the contact person for site management

Borrower Registration

Borrowers who use cPOS across multiple divisions within the same parent company will be able to use the same email address to register on different versions of the consumer site. This means that if the borrower changes their email address or password for cPOS within one division, their login credentials for the other division's consumer site will not be changed, even though they are borrowing within the same parent company. 

If a borrower has registered with multiple partitioned Divisions, they will still only have one user profile in iMP System Admin. The "User Account Details" page for borrowers has been updated to allow users to view each of the borrower's registered cPOS accounts. Use the drop-down menu in the top-right corner to switch between different Divisions. For each Division to which the borrower has registered, they will have a unique Sequence ID that distinguishes the profile from other Divisions.

 

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Acceptance Criteria

Testing: Division-Level URL

Testing Setup:

  1. Create/obtain a test domain name with an SSL certificate
  2. SMTP is defined with hosting provider for domain
  3. Use iMP System Admin to create a new division under an existing company/channel. Enter the following information in the respective fields:
    • Division Name - enter a test name for the division (i.e. ‘Test Div’)
    • Branding Display Name - same as division name
    • Disclosures Lender Name - same as division name
    • Address - unselect Same as Parent checkbox and enter test address (ex. ‘123 Elm Street’)
    • VP Name - enter a test VP Name (i.e. “CU VP”)
    • Division Manager - enter a test Division Manager name (i.e. (CU Div Man”)
    • Phone - enter a test phone number (i.e. “000-123-4567”)
    • Email - enter a test email address (i.e. divmail@gmail.com)
    • NMLS# - enter a test NMLS#
  4. Create a branch nested under the new division (i.e. “TestDiv Branch1”)
  5. Add the following loan team members to the new branch
    • Branch Manager
    • Default LO
    • Another LO
    • LOA
    • Loan Processor
    • Contracting Processor

Testing Process:

  1. Log in to iMP System Admin
  2. Navigate to the “Company Details” page: Company Profile > Company Details
  3. Click on the name of the company
    • VERIFY: Channel section appears and contains the names of the channels within the company
  4.  Click on the name of the channel that contains the test division
    • VERIFY: Division section appears below Channel section; test division is present
  5. Click on the Edit button that appears in the test division’s row
    • VERIFY: “Separate Business Entity” field label and checkbox appears above the Address section
  6. Click the “Separate Business Entity” tooltip (i)
    • VERIFY: the following message appears: “Selecting this option will enable the “Website” tab and can operate as a separate Consumer Site Instance”
  7. Select the “Separate Business Entity” checkbox
    • VERIFY: the “Website” tab appears
  8. De-select the “Separate Business Entity” checkbox
    • VERIFY: the “Website” tab disappears
  9. Repeat step #7
  10. Click the “Website” tab
    • VERIFY: window appears as pictured

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    • VERIFY: “Provider” drop-down menu displays default selection ‘Use own website domain’
  11. Open “Provider” drop-down menu
    • VERIFY: menu contains second selection ‘Use company’s website domain’
  12. Select ‘Use company’s website domain’
    • VERIFY: text input field for “Website URL” now contains company domain name
  13. Re-open the “Provider” drop-down menu and select ‘Use own website domain’
    • VERIFY: text input field for “Website URL” now contains only prefix label ‘https://’
  14. Enter test domain name in the “Website URL” field
  15. Use the Upload Certificate button to upload a valid SSL-Certificate for the entered domain name
    • VERIFY: a red X appears after the file name
    • VERIFY: a time stamp appears next to the file upload
  16. VERIFY: “Outbound” field has SMTP radio button as default selection
  17. Select SES radio button
    • VERIFY: the following fields are disabled:
      • SMTP Server*
      • SMTP Username*
      • SMTP Password*
      • Email Port*
      • SSL Enabled
  18. Re-select SMTP radio button
  19. Enter a valid SMTP value
  20. Enter the following SMTP information
    • SMTP Username* (enter the username associated to smtp domain)
    • SMTP Password* (enter the password)
    • Email Port* (select email port)
    • SSL Enabled (select the checkbox)
  21. Enter information of test Technical Contact Person (name, email, phone)
  22. Click Save
  23. Click the Division tab
    • VERIFY: the “Separate Business Entity” checkbox is disabled
    • VERIFY: “Website” tab is still accessible and user is capable of modifying website information

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Testing: Borrower Registration

Use Case #1: Borrower Registers Across Multiple Divisions

Prerequisites:

  • Ensure that at least two divisions (Division A, Division B) are created and designated as separate business entities within iMP System Admin. Each division should have a unique vanity URL
  • One test email account

Testing Process:

  1. Navigate to the vanity URL for Division A and register as a new cPOS user with test email address
    • VERIFY: account is created successfully
  2. Start a loan application and complete the Loan Purpose section 
  3. Save the loan and log out of cPOS
  4. Navigate to the vanity URL for Division B and register as a new cPOS user with the same email address used in step #1
    • VERIFY: account is created successfully and user does not receive an error
    • VERIFY: loan created in step #2 is not visible to borrower on the consumer site for Division B
  5. Start a loan application and complete the Loan Purpose section
  6. Save the loan and log out of cPOS
  7. Return to consumer site for Division A
    • VERIFY: loan created in step #5 is not visible to borrower on the consumer site for Division A

Use Case #2: Borrower Updates Email/Password

Prerequisites:

  • At least two divisions (Division A, Division B) are created and designated as separate business entities within iMP System Admin. Each division should have a unique vanity URL
  • One borrower has registered with the same email address on the respective consumer sites for both Division A and Division B

Testing Process:

  1. Log in to the consumer site for Division A
  2. Open the hamburger menu (≡) that appears in the upper-left corner
  3. Select My Account
  4. Use the Email text field to change the user’s email address
  5. Click Save
  6. Log out of cPOS
  7. Navigate to the vanity URL for Division B and use original registration email address to log in
    • VERIFY: login is successful
  8. Log out of cPOS
  9. Attempt to log in to the consumer site for Division B again using the new email address from step #4
    • VERIFY: login is unsuccessful
  10. Repeat steps #1-9 with the following amendments:
    • Change cPOS password in step #4 instead of email address
  11. Repeat steps #1-10 with the following amendments:
    • Reverse Divisions A and B in the above steps
    • When changing the email address or password in step #4, do not use the same new email address or password that was originally used in step #4

Use Case #3: Unique Borrower Usernames in iMP System Admin

Prerequisites:

  • At least two divisions (Division A, Division B) are created and designated as separate business entities within iMP System Admin. Each division should have a unique vanity URL
  • One borrower has registered with the same email address on the respective consumer sites for both Division A and Division B

Testing Process:

  1. Log in to iMP System Admin
  2. Select User Accounts from the menu in the left nav
  3. Select User Profiles
    • VERIFY: borrower appears twice in the list of users, with Division columns reflecting the two divisions with which the borrower has opened loans
  4. Select the first of the borrower’s names
    • VERIFY: User Account Details window appears
    • VERIFY: borrower email address matches the original registration email
    • VERIFY: borrower username includes a unique numeric ‘Sequence ID’
  5. Exit the window
  6. Select the other row that includes the borrower’s name
    • VERIFY: User Account Details window appears
    • VERIFY: borrower email address is identical to the email address verified in step #4
    • VERIFY: borrower username includes a numeric ‘Sequence ID’ that is distinct from the username and ID verified in step #4
  1.  

Corresponding Feature(s): 431419, 428398

 

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