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Enhancements to Pricing Actions - Modify Passed Closing Date

Charlie Gunn
  • Updated

Overview

Release 6.1.1000 provides updates to make it easier to update the estimated closing date when running pricing or price/fee updates with an invalid closing date. Previously, if the estimated closing date was in the past while running pricing, an error window would appear and prompt the user to update the closing date on the “Loan Details” page. With this release, user users can update the closing date immediately in the error window.

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Configurations

This update includes no configuration changes.

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New Window - Estimated Closing Date is Invalid

Previously, whenever users took one of the following actions, if the estimated closing date was in the past, they would encounter an error message from the closing vendor

  • Shop for Rates (“Shop for Rates” page)
  • Update Price and Fees (“Loan Details”)
  • Update Fees (“Loan Details”)
 mceclip0.png

From this window, users were previously required to navigate to the “Loan Details” page to update the closing date

This update provides users with the ability to edit the estimated closing date immediately upon receiving the error message. When the above actions are taken with an invalid closing date, the following window will now appear.

To proceed, a date in the future must be entered in this window. Select the mceclip2.png icon to choose a date from the calendar. When a valid date has been provided, selecting Apply Changes will allow the user to continue with pricing. 

 mceclip1.png

 

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Acceptance Criteria

Use Case #1 
 

Prerequisites:

  • Test for both TPO and oPOS

Testing Process:

  1. Login to TPO/oPOS
  2. Create a new purchase loan
  3. Navigate to the "Loan Details" page and change the Estimated Closing Date to a date in the past
  4. Go to the "Shop or Rates" page 
  5. Enter all the required information and select "Shop for Rates" 
  6. VERIFY: 
    • the "Estimated Closing Date is Invalid" modal is displayed.
    • the estimated Closing Date field is highlighted in Red
    • the existing Estimated Closing Date for the loan is populated in this field
    • the following error message is displayed under the Estimated Closing Date field: "Please enter a future date"
    • the "Apply Changes" button is disabled/not clickable 
  7.  Click on on the "Cancel" button
  8. VERIFY: The modal closes and the user is taken back to the "Shop for Rates" page
  9. Click on "Shop for Rates" button
  10. Now, Click on on the "X" button on the top right of the "Estimated Closing Date is Invalid" modal
  11. VERIFY: The modal closes and the user is taken back to the "Shop for Rates" page
  12. Click on "Shop for Rates" button.
  13. Click on the calendar icon next to the "Estimated Closing Date" on the "Estimated Closing Date is Invalid" modal.
  14. VERIFY: the calendar date-selection tool appears
  15. Enter a different date in the past and click on "Done"
  16. VERIFY: 
    • The estimated Closing Date field is highlighted in Red
    • The updated Estimated Closing Date that you just entered in the date picker component is populated in this field.
    • The following error message is displayed under the Estimated Closing Date field: "Please enter a future date"
    • The "Apply Changes" button is disabled/not clickable 
  17. Click on the calendar icon next to the "Estimated Closing Date"
  18. Enter a date in the future and click on "Done".
  19. VERIFY:
    • The estimated Closing Date field is NO LONGER highlighted in Red
    • The updated Estimated Closing Date in the future that you just entered in the date picker component is populated in this field.
    • NO error message is displayed under the "Estimated Closing Date field"
    • The "Apply Changes" button is now enabled and is clickable
  20. Click on "Apply Changes" 
  21. VERIFY: you are directed to the "Pricing Results" page
  22. Go back to the Loan Details page and set the "Estimated Closing date" in the past 
  23. Navigate to the "Locking and Adjustments" page
  24. On the contextual button at the bottom of the screen, click "Update Fees"
  25. VERIFY: 
    • The "Estimated Closing Date is Invalid" modal is displayed. 
  26. Repeat steps #6-20
  27. VERIFY: Fees are successfully updated
  28. Navigate to the "Locking and Adjustments" page
  29. On the contextual button at the bottom of the screen, select "Update Price & Fees"
  30. Repeat steps #6-20
  31. VERIFY: User is directed to the directed to the existing "Changes have occurred that require re-pricing" modal
  32. Click on "Apply Changes"
  33. VERIFY: the changes made (if any) have been applied
  34. Repeat steps #2-33 for a Refinance loan

 

Corresponding Feature(s): 448909

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