Enhancements to Division Branding - Add a Division Logo

Overview

Release 6.0.3000 allows users to upload a logo for Divisions that have been designated as a "separate business entity" and have it appear on the consumer site, loan-related emails, and loan documents generated within the Division. 

Add a Division Logo 

Use the following steps to add a unique Division logo:

1. Log in to iMP System Admin
2. Navigate to the "Company Details" page: Company Profile > Company Details
3. Select the name of the Company to which the Division belongs
4. Select the name of the Channel to which the Division belongs
5. Select the name of the Division and click Edit
6. Make sure that the Separate Business Entity checkbox is selected
7. Click the triangle icon within the Upload Logo field

The logo field supports the following formats:

• JPEG
• JPG
• PNG
• SVG

The uploaded file size cannot exceed 150KB

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Acceptance Criteria

Testing: Division-Level Logo

Use Case #1: Division-Level Logo - User Interface

1. Log in to iMP System Admin
2. Navigate to “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 a channel that contains one or more divisions
   • VERIFY: Division section appears below Channel section
5. Click the "Edit" button on the Division
   • VERIFY: the “Upload Logo” field label is displayed above the existing "Division Name" field
   • VERIFY: the upload logo capability is displayed to the right of the "Upload Logo" field label
   • VERIFY: the following description text is displayed below the logo: “Supported file formats: JPEG, JPG, PNG, SVG - 150 KB Max”

Use Case #2: Division-Level Logo - Supported File Types

1. Repeat Use Case #1, steps #1-5
2. Use the Upload Logo field to upload an unsupported file type (supported file types: JPEG, JPG, PNG, SVG; size under 150 KB)
   • VERIFY: the following description text now appears in red: “Supported file formats: JPEG, JPG, PNG, SVG - 150 KB Max”
3. Use the Upload Logo field to upload a supported file type (JPEG, JPG, PNG, SVG; size under 150 kb)
   • VERIFY: file is uploaded successfully and appears within the Upload Logo field
   • VERIFY: the following description text now appears in black: “Supported file formats: JPEG, JPG, PNG, SVG - 150 KB Max”

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Testing: Logos Correspond to Company Hierarchy

Testing Setup

• Parent company logo is set up in iMP System Admin
• A test division is created within the company hierarchy; the following information is entered:
  • Separate Business Entity checkbox is selected
  • Division Name
  • Branding Display Name
  • Disclosures Lender Name
  • Company Address
  • Vice President
  • Division Manager selected
  • Phone Number
  • Company Email
  • NMLS#
  • cPOS Default LO selected
• A test branch is created within the company hierarchy; branch should be nested within test division
• Multiple test LOs are created under test branch

Use Case #1: Division with Logo, Branch without Logo

Prerequisites:

• Logo is added for test Division
• Branch does not have a logo

Testing Process:

1. Log in to oPOS as an LO assigned to the test Branch/Division
2. Create a new purchase loan
3. Complete the loan application
   • Make sure to include the primary borrower’s email address (Personal tab)
   • Use the “Online User” radio button to set up the borrower as an online borrower (Personal tab)
4. Apply a loan product
5. Navigate to the “Loan Details” page
6. Request Disclosures
7. Access the PreApproval Letter: Menu > Actions > PreApproval Letter
8. Open the Template drop-down menu
9. Select PreApproval Letter
10. Select Save & Preview Letter
    • VERIFY: logo that appears on the preapproval letter is the correct division logo (not parent company logo)
11. Close the document preview
12. Open the Template drop-down menu
13. Select PreQualification Letter
14. Select Save & Preview Letter
    • VERIFY: logo that appears on the prequalification letter is the correct division logo (not parent company logo)
15. Navigate to the “Shop for Rates”: Menu > Pricing & Fees > Shop for Rates
16. Ensure all required fields on the “Shop for Rates” page are populated
17. Select Shop for Rates
18. On the “Pricing Results” page, select two or more eligible loan products
19. Select Create Quotes
20. Select the Document icon that appears in the download column
21. Open the document downloaded in the previous step
    • VERIFY: logo that appears at the top of the document is the correct division logo (not parent company logo)
22. Navigate to the Income tab of the loan application
23. Select Run eVOI
    • VERIFY: eVOI is successful
24. Navigate to the DocVault: Menu > Actions > DocVault
25. Select TWN eVOI Report (appears in the Income section)
    • VERIFY: logo that appears on the eVOI report is the correct division logo (not parent company logo)
26. Navigate to the “SecureLink” page: Menu > Actions > SecureLink
27. Use the email modal window that appears to do the following:
    • Use the To: drop-down menu to select the primary borrower as the addressee of the email
    • Use the Template drop-down menu to select Sign Initial Disclosures
    • Send the SecureLink
28. Save and log out of oPOS
29. Log in to cPOS as the primary borrower using the SecureLink emailed in previous step
    • VERIFY: borrower is prompted to provide eConsent
30. Provide eConsent
31. Log out of cPOS
32. Log in to oPOS
33. Navigate to the DocVault: Menu > Actions > DocVault
34. Select Borrower eConsent Document (aka Record of Borrower e-Consent History) (under Application section)
    • VERIFY: logo that appears on the eConsent Document is the correct division logo (not parent company logo)
35. Repeat steps #1-34 with the following amendments:
    • Create a refinance loan in step #2 instead of a purchase loan

Use Case #2: Division with Logo, Branch with Logo

Prerequisites:

• Logo is added for test Division
• Logo is added for test Branch

Testing Process:

1. Log in to oPOS as an LO assigned to the test Branch/Division
2. Create a new purchase loan
3. Complete the loan application
   • Make sure to include the primary borrower’s email address (Personal tab)
   • Use the “Online User” radio button to set up the borrower as an online borrower (Personal tab)
4. Apply a loan product
5. Navigate to the “Loan Details” page
6. Request Disclosures
7. Access the PreApproval Letter: Menu > Actions > PreApproval Letter
8. Open the Template drop-down menu
9. Select PreApproval Letter
10. Select Save & Preview Letter
    • VERIFY: logo that appears on the preapproval letter is the correct branch logo (not company or division logo)
11. Close the document preview
12. Open the Template drop-down menu
13. Select PreQualification Letter
14. Select Save & Preview Letter
    • VERIFY: logo that appears on the prequalification letter is the correct branch logo (not company or division logo)
15. Navigate to the “Shop for Rates”: Menu > Pricing & Fees > Shop for Rates
16. Ensure all required fields on the “Shop for Rates” page are populated
17. Select Shop for Rates
18. On the “Pricing Results” page, select two or more eligible loan products
19. Select Create Quotes
20. Select the Document icon that appears in the download column
21. Open the document downloaded in the previous step
    • VERIFY: logo that appears at the top of the document is the correct branch logo (not company or division logo)
22. Navigate to the Income tab of the loan application
23. Select Run eVOI
    • VERIFY: eVOI is successful
24. Navigate to the DocVault: Menu > Actions > DocVault
25. Select TWN eVOI Report (appears in the Income section)
    • VERIFY: logo that appears on the eVOI report is the correct branch logo (not company or division logo)
26. Navigate to the “SecureLink” page: Menu > Actions > SecureLink
27. Use the email modal window that appears to do the following:
    • Use the To: drop-down menu to select the primary borrower as the addressee of the email
    • Use the Template drop-down menu to select Sign Initial Disclosures
    • Send the SecureLink
28. Save and log out of oPOS
29. Log in to cPOS as the primary borrower using the SecureLink emailed in previous step
    • VERIFY: borrower is prompted to provide eConsent
30. Provide eConsent
31. Log out of cPOS
32. Log in to oPOS
33. Navigate to the DocVault: Menu > Actions > DocVault
34. Select Borrower eConsent Document (aka Record of Borrower e-Consent History) (under Application section)
    • VERIFY: logo that appears on the eConsent Document is the correct branch logo (not company or division logo)
35. Repeat steps #1-34 with the following amendments:
    • Create a refinance loan in step #2 instead of a purchase loan

Use Case #3: Division without Logo, Branch with Logo

Prerequisites:

• Division does not have a logo
• Logo is added for test Branch

Testing Process:

1. Log in to oPOS as an LO assigned to the test Branch/Division
2. Create a new purchase loan
3. Complete the loan application
   • Make sure to include the primary borrower’s email address (Personal tab)
   • Use the “Online User” radio button to set up the borrower as an online borrower (Personal tab)
4. Apply a loan product
5. Navigate to the “Loan Details” page
6. Request Disclosures
7. Access the PreApproval Letter: Menu > Actions > PreApproval Letter
8. Open the Template drop-down menu
9. Select PreApproval Letter
10. Select Save & Preview Letter
    • VERIFY: logo that appears on the preapproval letter is the correct branch logo (not company logo)
11. Close the document preview
12. Open the Template drop-down menu
13. Select PreQualification Letter
14. Select Save & Preview Letter
    • VERIFY: logo that appears on the prequalification letter is the correct branch logo (not company logo)
15. Navigate to the “Shop for Rates”: Menu > Pricing & Fees > Shop for Rates
16. Ensure all required fields on the “Shop for Rates” page are populated
17. Select Shop for Rates
18. On the “Pricing Results” page, select two or more eligible loan products
19. Select Create Quotes
20. Select the Document icon that appears in the download column
21. Open the document downloaded in the previous step
    • VERIFY: logo that appears at the top of the document is the correct branch logo (not company logo)
22. Navigate to the Income tab of the loan application
23. Select Run eVOI
    • VERIFY: eVOI is successful
24. Navigate to the DocVault: Menu > Actions > DocVault
25. Select TWN eVOI Report (appears in the Income section)
    • VERIFY: logo that appears on the eVOI report is the correct branch logo (not company logo)
26. Navigate to the “SecureLink” page: Menu > Actions > SecureLink
27. Use the email modal window that appears to do the following:
    • Use the To: drop-down menu to select the primary borrower as the addressee of the email
    • Use the Template drop-down menu to select Sign Initial Disclosures
    • Send the SecureLink
28. Save and log out of oPOS
29. Log in to cPOS as the primary borrower using the SecureLink emailed in previous step
    • VERIFY: borrower is prompted to provide eConsent
30. Provide eConsent
31. Log out of cPOS
32. Log in to oPOS
33. Navigate to the DocVault: Menu > Actions > DocVault
34. Select Borrower eConsent Document (aka Record of Borrower e-Consent History) (under Application section)
    • VERIFY: logo that appears on the eConsent Document is the correct branch logo (not company logo)
35.  Repeat steps #1-34 with the following amendments:
    • Create a refinance loan in step #2 instead of a purchase loan

Use Case #4: Company with Logo, Division and Branch without Logo

Prerequisites:

• Logo is added for parent company/institution
• Division does not have a logo
• Branch does not have a logo

Testing Process:

1. Log in to oPOS as an LO assigned to the test Branch/Division
2. Create a new purchase loan
3. Complete the loan application
   • Make sure to include the primary borrower’s email address (Personal tab)
   • Use the “Online User” radio button to set up the borrower as an online borrower (Personal tab)
4. Apply a loan product
5. Navigate to the “Loan Details” page
6. Request Disclosures
7. Access the PreApproval Letter: Menu > Actions > PreApproval Letter
8. Open the Template drop-down menu
9. Select PreApproval Letter
10. Select Save & Preview Letter
    • VERIFY: logo that appears on the preapproval letter is the correct company logo 
11. Close the document preview
12. Open the Template drop-down menu
13. Select PreQualification Letter
14. Select Save & Preview Letter
    • VERIFY: logo that appears on the prequalification letter is the correct company logo
15. Navigate to the “Shop for Rates”: Menu > Pricing & Fees > Shop for Rates
16. Ensure all required fields on the “Shop for Rates” page are populated
17. Select Shop for Rates
18. On the “Pricing Results” page, select two or more eligible loan products
19. Select Create Quotes
20. Select the Document icon that appears in the download column
21. Open the document downloaded in the previous step
    • VERIFY: logo that appears on the prequalification letter is the correct company logo
22. Navigate to the Income tab of the loan application
23. Select Run eVOI
    • VERIFY: eVOI is successful
24. Navigate to the DocVault: Menu > Actions > DocVault
25. Select TWN eVOI Report (appears in the Income section)
    • VERIFY: logo that appears on the prequalification letter is the correct company logo
26. Navigate to the “SecureLink” page: Menu > Actions > SecureLink
27. Use the email modal window that appears to do the following:
    • Use the To: drop-down menu to select the primary borrower as the addressee of the email
    • Use the Template drop-down menu to select Sign Initial Disclosures
    • Send the SecureLink
28. Save and log out of oPOS
29. Log in to cPOS as the primary borrower using the SecureLink emailed in previous step
    • VERIFY: borrower is prompted to provide eConsent
30. Provide eConsent
31. Log out of cPOS
32. Log in to oPOS
33. Navigate to the DocVault: Menu > Actions > DocVault
34. Select Borrower eConsent Document (aka Record of Borrower e-Consent History) (under Application section)
    • VERIFY: logo that appears on the prequalification letter is the correct company logo
35. Repeat steps #1-34 with the following amendments:
    • Create a refinance loan in step #2 instead of a purchase loan

Corresponding Feature(s): 432258