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User Setup for Loan Team Member Assigned to Multiple Divisions

Charlie Gunn
  • Updated

Overview

Release 6.0.3000 provides additional support to allow loan team members to work on loans across separate Divisions that have been designated as separate business entities. This update gives users the ability to create and link multiple oPOS accounts for separate Divisions to a single Username, allowing them to access loans from multiple Divisions and Branches without having to log in to oPOS separately each time. To accommodate these updates, the following changes have been made to the “User Account Details” page in iMP System Admin:

  • Users can now clone the account of a loan team member assigned to a separate division and assign them to multiple divisions
  • Users can now assign multiple LOAs, Loan Processors, and Contract Processors to the loan teams of separate divisions

Note: this feature only affects users who are assigned to Divisions that have been designated as a “separate business entity.” Users assigned to divisions that have not been designated as such will see all of their loans in the pipeline automatically. <Learn more> about setting up a Division as a separate business entity.

 

User Setup

When creating a new Division within the company hierarchy, users will be presented with the option to create the Division as a “separate business entity,” which allows that Division to build a unique version of the consumer site, with a distinct Division logo, URL, and Loan Team.

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. This means that Loan Team members assigned to multiple partitioned divisions will need to set up their account properly to ensure that they will be able to access all of their loans in a single oPOS environment.

Use the following steps to set up a user account for multiple Divisions:

  1. Log in to iMP System Admin
  2. Select User Accounts > User Profiles        

  3. Create a new user or select an existing user
    • Create: click Add
    • Existing: find and select the name of the desired user, then click Edit
  4. If you are creating a new user, provide the following information:
    • Role - open Roles/Privileges tab and select user’s role (i.e. Loan Officer)
    • Channel - select the user’s channel
    • Division - select one of the divisions to which the user is assigned
    • Branch - select one of the branches to which the user is assigned
    • First Name - user’s first name
    • Last Name - user’s last name
    • Cell Phone Number - user’s cell phone number
    • LOS Loan Officer ID - user’s LOS Loan Officer ID
    • NMLS Number - user’s NMLS#
    • State Licensing Information
    • Email - user’s email address
    • Password - user’s desired oPOS password
    • Is User Activated - select checkbox
    • Is User Online - select checkbox
    • Select Save when finished
  5. If the Username field is empty, enter a unique username (i.e. “firstname.lastname”). This will be the user’s login username for oPOS. Once this username is entered, it cannot be changed. If this field is already populated with a username, continue to step #6.
  6. Click Clone Account
  7. Use the modal window that appears to assign the user to another division. Once you have select the Channel, Division, and Branch from the respective drop-down menus, click Create  
  8. Once the account has been cloned, the user’s profile page will contain a drop-down menu that can be used to switch between each account
  9. When the user logs in to oPOS with their username, they will now be able to view loans from both divisions within their pipeline.

 

Additional Team Members

The “User Account Details” page has also been updated to allow multiple Loan Officer Assistants, Loan Processors, or Contracting Processors to be associated with a single user’s profile. For example, a Loan Officer may want to add multiple Loan Officer Assistants to their team. The individuals added here determine which team members appear as selectable options in the “Loan Assignments” modal window in oPOS.

Use the orange Add buttons to create an additional line and drop-down menu for the respective role.

 

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Acceptance Criteria

Testing: User Account Details Page 

Testing Setup:

  • The following units are created in the company hierarchy:
    • Channel
    • Two divisions with Separate Business Entity checkbox selected (Division A, Division B)
    • Two divisions with Separate Business Entity checkbox not selected (Division C, Division D)
    • Four branches, each assigned to a separate division (Branch A, Branch B, Branch C, Branch D)
  • The following users are added to the company hierarchy:
    • Loan Officer (one per division)
    • Sales Manager (one per division)
    • Team Leader (one per division)
    • Loan Officer Assistant (two per division)
    • Loan Opener (one per division)
    • Loan Processor (two per division)
    • Contracting Processor (two per division)

Use Case #1: User Creation

Testing Process:

  1. Log in to iMP System Admin
  2. Navigate to User Profiles: User Accounts > User Profiles
  3. Click orange Add button
    • VERIFY: “User Account Details” window opens
  4. Select the Roles/Privileges tab
  5. Select the checkboxes for the following roles:
    • Concierge
    • Loan Officer
  6. VERIFY: the “Borrower” role checkbox is disabled
  7. Select the Personal Information tab
    • VERIFY: ‘Channel,’ ‘Division,’ and ‘Branch’ drop-down menus are visible and can be opened and selected
  8. Select the Channel created in testing setup
  9. Select Division A
  10. Open ‘Branch’ drop-down menu
    • VERIFY: drop-down menu only contains branches created under Division A (Branch A)
  11. Select Branch A
  12. VERIFY: the following field labels appear in bold text:
    • Picture
    • Signature
    • First name
    • Last name
    • Cell Phone number
    • Encompass User ID
    • Password for User ID
    • LOS Loan Officer ID
    • LenderX Loan Officer ID
    • NMLS Number
    • State Licensing
    • SSO/Active Directory User
    • Username
    • New Password
    • Confirm Password
    • Is User on-line
  13. VERIFY: the following field labels do not appear in bold text:
    • Job Title
    • Work Phone Number + ext
    • Fax Number  
    • Sequence ID
    • Email 
    • Security Question 
    • Security Answer 
    • Default Page
    • Send Activation Email
    • Is User activated  
    • Is User locked
    • Is test User Only
    • Sales Manager
    • Team Leader
    • LOA
    • Loan Opener
    • Loan Processor
    • Contracting Processor
    • Rate Table
    • Optimal Blue Login
    • Channel Id used for Pricing
    • Originator Id used for Pricing
  14.  Populate the following fields:
    • All fields listed in step #12
    • Job Title
    • Work Phone Number + est
    • Fax Number
    • Security Answer
    • Is User Activated (select this box)
  15.  VERIFY: ‘Username’ field is enabled and able to be edited
  16. Enter a unique username (i.e. “testloanofficer”) that is not an email address
  17. VERIFY: ‘Email’ field is enabled and able to be edited
  18. Enter user email address
  19. VERIFY: the following fields are not displayed:
    • Social Media
  20.  Open the Sales Manager drop-down menu
    • VERIFY: drop-down menu only contains the names of the Sales Manager assigned to Division A
    •  Select this Sales Manager
  21. Open the Team Leader drop-down menu
    • VERIFY: drop-down menu only contains the names of the Team Leader assigned to Division A
    • Select this Team Leader
  22.  Open the LOA drop-down menu
    • VERIFY: drop-down menu only contains the names of the LOAs assigned to Division A
    •  Select one LOA
    • VERIFY: orange Add button appears next to LOA drop-down menu
    • Click the Add button
    • VERIFY: second LOA drop-down menu and red x appears
    •  Click the red x
    • VERIFY: second LOA drop-down menu disappears
    •  Click Add again to re-create second drop-down menu
    • Open second LOA drop-down menu
    • VERIFY: name of LOA added in first drop-down menu appears in this menu, but cannot be selected
    • Select the name of the other LOA assigned to the division
  23. Open the Loan Opener drop-down menu
    • VERIFY: drop-down menu only contains the name of the Loan Opener assigned to Division A
  24.  Repeat step #22 for the Loan Processor field
  25. Repeat step #22 for the Contracting Processor field
  26. Open the Website tab
  27. Make the following selection: ‘Enable LO Web Pages’ = Yes
  28. Write down LSID (this will be used in later tests)
  29. Click Save
  30. Click User Profiles to navigate away from the “User Account Details” page
  31. Division filter drop-down menu to search for and select the division under which the new user was created
    • VERIFY: new user appears in search results and the correct division appears within the Division column
  32.  Click the user’s name and select the Edit button
    • VERIFY: user information entered between steps #4-25 has been saved correctly

 

Use Case #2: Clone User Account to a Separate Division

Prerequisites:

  • User from Use Case #1 has been created as outlined above

Testing Process:

  1. Open “User Account Details” page for user from Use Case #1
    • VERIFY: orange Clone Account button appears in the top right corner of the page
  2. Click the Clone Account button
    • VERIFY: “Cloning Account” modal window appears
  3. VERIFY: Window description reads as follows: ‘Cloning account for [username]’
  4. VERIFY: Channel drop-down menu defaults to the channel to which the Loan Officer is assigned
  5. Use the Division drop-down menu to select Division B
    • VERIFY: Division A is not selectable
  6. Use the Branch drop-down menu to select Branch B
  7. Click Create
  8. VERIFY: the following fields have been populated in the new, cloned account:
    • Picture
    • Signature
    • First name
    • Last name
    • Cell Phone number
    • Encompass User ID
    • Password for User ID
    • LOS Loan Officer ID
    • LenderX Loan Officer ID
    • NMLS Number
    • State Licensing
    • SSO/Active Directory User
    • Username
    • New Password
    • Confirm Password
    • Is User on-line
  9. VERIFY: Username field contains identical username from original account; field is disabled and cannot be edited
  10. VERIFY: Sequence ID field contains “02”; field is disabled and cannot be edited
  11. VERIFY: User Account ID field contains [username].02; field is disabled and cannot be edited
  12. Edit the Email Address field to change the user’s email address
  13. VERIFY: drop-down menu has appeared below the Clone Account button
  14. VERIFY: this drop-down menu displays ‘Division B’
  15. Open this drop-down menu, and select ‘Division A’
  16. VERIFY: the email address is the original address and has not been affected by step #12
  17. Use the drop-down menu to return to account page for Division B
  18. Repeat steps #12-17 for the following fields:
    • Security Question/Security Answer
  19. Populate the following fields on the Division B page:
    • Job Title
    • Work Phone Number
    • Fax Number
    • Is user activated (select this box)
    • Sales Manager
    • Team Leader
    • LOA
    • Loan Opener
    • Loan Processor
    • Contracting Processor
    • Optimal Blue Login
    • Channel Id Used for Pricing
    • Originator Id used for Pricing
  20. VERIFY: drop-down menus for the following fields only contain Loan Team members assigned to Division B
    • Sales Manager
    • Team Leader
    • LOA
    • Loan Opener
    • Loan Processor
    • Contracting Processor
  21. Open the Website tab
  22. Make the following selection: ‘Enable LO Web Pages’ = Yes
  23. VERIFY: LSID for Division B account is different from LSID for Division A

Use Case #3: Clone User Account to a Non-Separate Division

Prerequisites:

  • User from Use Cases #1-2 has been created as outlined above

Testing Process:

  1. Open “User Account Details” page for user from Use Case #1
    • VERIFY: orange Clone Account button appears in the top right corner of the page
  2. Click the Clone Account button
  3. VERIFY: “Cloning Account” modal window appears
  4. VERIFY: Window description reads as follows: ‘Cloning account for [username]’
  5. VERIFY: Channel drop-down menu defaults to the channel to which the Loan Officer is assigned
  6. Use the Division drop-down menu to select Division C
    • VERIFY: Division A is not selectable
  7. Use the Branch drop-down menu to select Branch C
  8. Click Create
  9. VERIFY: the following fields have been populated in the new, cloned account:
    • Picture
    • Signature
    • First name
    • Last name
    • Cell Phone number
    • Encompass User ID
    • Password for User ID
    • LOS Loan Officer ID
    • LenderX Loan Officer ID
    • NMLS Number
    • State Licensing
    • SSO/Active Directory User
    • Username
    • New Password
    • Confirm Password
    • Is User on-line
  10. VERIFY: Username field contains identical username from original account; field is disabled and cannot be edited
  11. VERIFY: Sequence ID field contains “03”; field is disabled and cannot be edited
  12. VERIFY: User Account ID field contains [username].03; field is disabled and cannot be edited
  13. Populate the following fields on the Division C page:
    • Job Title
    • Work Phone Number
    • Fax Number
    • Is user activated (select this box)
    • Sales Manager
    • Team Leader
    • LOA
    • Loan Opener
    • Loan Processor
    • Contracting Processor
    • Optimal Blue Login
    • Channel Id Used for Pricing
    • Originator Id used for Pricing
  14. VERIFY: drop-down menus contain Loan Team members assigned to both division C and Division D AND do not contain Loan Team members assigned to either Division A or Division B
    • Sales Manager
    • Team Leader
    • LOA
    • Loan Opener
    • Loan Processor
    • Contracting Processor
  15. Open the Website tab
  16. Make the following selection: ‘Enable LO Web Pages’ = Yes
  17. VERIFY: LSID for Division C account is different from LSID for Division A or Division B

Use Case #4: User Search by Division

Prerequisites:

  • User from Use Case #1 has been created as outlined above

Testing Process:

  1. Log in to iMP System Admin
  2. Navigate to User Profiles: User Accounts > User Profiles
  3. Use the search bar to search for the name of the Loan Officer created in Use Case #1
  4. VERIFY: user’s name appears in search results (multiple times if account has been cloned)
  5. VERIFY: Division column correctly indicates to which division the user is assigned

Use Case #5: oPOS Login/Pipeline View

Prerequisites:

  • User from Use Case #1 has been created as outlined above
  • A test loan is created under both Division A and Division B

Testing Process:

  1. Attempt to log in to oPOS with the following credentials:
    • Email address stored in iMP System Admin for Loan Officer created in Use Case #1
    • Password stored in iMP System Admin for Loan Officer created in Use Case #1
  2. VERIFY: login is unsuccessful
  3. Attempt to log in to oPOS with the following credentials:
    • Username stored in iMP System Admin for Loan Officer created in Use Case #1
    • Password stored in iMP System Admin for Loan Officer created in Use Case #1
  4. VERIFY: login is successful
  5. VERIFY: oPOS home page is user’s pipeline and contains loans from both Division A and Division B

 

Use Case #6: Previous Test with Other Company Roles

  1. Repeat Use Cases #1-5 with other company roles, such as Branch Manager, LOA, and Contracting Processor

 

Corresponding feature number(s): 441824, 440874

 

 

 

 

 

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