Enhancements to Appraisal Center - Additional Recipients for Status Notifications

Overview

Release 6.0.4000 includes the following updates to the Appraisal Center in oPOS:

• users can now set up multiple loan team members to receive email notifications for status updates about appraisals

Order an Appraisal - Additional Recipients

You can change which members of your loan team receive appraisal status email notifications in the Appraisal Center: Menu > Processing > Appraisal Center

Click Order New Appraisal to open the new appraisal modal window

Use the Additional Recipients text box to add the email address of each desired recipient. Each email address must be separated by a semi-colon ( ; ). 

Alternatively, you can use the blue buttons to add team members by their role. If the desired team member has a profile in iMP System Admin and has been linked to the Loan Officer's loan team, clicking the blue button for their role will add their email address automatically to the text box. If no team members have been added for a particular role, the button will be greyed out.

After the appraisal has been ordered, the Additional Recipients text field and blue role buttons will appear on the main page of the Appraisal Center, allowing users to add recipients after the order has been placed.

_______________________________________________________________________________________________________________

Acceptance Criteria

Use Case #1: Additional Recipients - Loan Officer w/ Loan Team

Prerequisites:

• The following user profiles are set up in iMP System Admin with valid email addresses
  • Loan Officer
  • Loan Officer Assistant (assigned to Loan Officer)
  • Loan Processor (assigned to Loan Officer)

Testing Process:

• A Loan Officer account is created in iMP System Admin with no loan team members assigned to their profile

Testing Process:

1. Log in to oPOS
2. Start a new refinance loan
3. Complete the loan application
4. Select and apply a loan product
5. Send out Initial Disclosures for borrower to eSign within cPOS
6. Check borrower email and activate cPOS account
7. Provide eConsent as borrower
8. On the "Your Tasks" page, click on task "eSign Disclosures" 
   • VERIFY: "Order Appraisal" task appears
9. Review Appraisal Product and provide CC payment
10. Provide requested information and submit the appraisal request
    • VERIFY: email notification is sent only to the Loan Officer 
11. Log in to oPOS as the Loan Officer
12. Navigate to the Appraisal Center: Menu > Processing > Appraisal Center
    • VERIFY: the following information appears in the Appraisal Center
      • ITP date (top left)
      • preferred contact (borrower)
      • preferred date provided by borrower
      • special instructions provided by the borrower
    • VERIFY: "Additional Recipients" field includes a tooltip icon that displays the following text: "Emails of Additional Recipients can be entered so that the recipients can receive an Appraisal Order email notification. LO, LOAs and Processors can be added as recipients by clicking the corresponding buttons."
    • VERIFY: 'Add' label and the following buttons appear as described to the right of the tooltip icon:
      • LO - blue/enabled
      • LOA - grey/disabled
      • Processors - grey/disabled
    • VERIFY: text area field appears below the 'Additional Recipients' label with placeholder text 'Enter email followed by ;'
13. Click on LO button
    • VERIFY: the LO's email address populates the text area field
14. Click on LOAs button
    • VERIFY: no email address is added/button is disabled
15. Click on Processors button
    • VERIFY: no email address is added/button is disabled
16. After the LO's email address, type in a different email address
17. Click Order Appraisal
    
    • VERIFY: 'Appraisal Order Successfully Submitted' modal window appears 
18. VERIFY: 'Order Appraisal' email is received for each of the following: 
    • LO
    • additional email address added in step #16

Corresponding Features: 440486