Overview
Release 6.1.1000 includes the following changes to the Request ICD and Closing Docs in TPO:
- The Confirm/Set Estimated Closing Date tasks are no longer used to directly determine the closing date in the Cloudvirga platform. Instead, this task is now used simply to indicate the closing date has been requested from the LOS. The closing date is now determined solely via data sync with the LOS.
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Configurations
This feature does not include/require any configurations.
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Setting the Closing Date
This update does not change the process for setting the closing date in TPO. Users will continue to set the closing date by completing the Confirm Estimated Closing Date task on the Request ICD page or the Set Estimated Closing Date task on the Closing Docs page. However, this feature includes several minor changes to the user interface on these pages in order to clarify that the closing date is a reflection of data received from the LOS.
When either of these tasks are completed, the Estimated Closing Date field at the top of the page will not be affected and will continue to display the current closing date value from the LOS. Instead, the task will contain a label indicating the requested closing date.
Once the lender's LOS receives the closing date request and sets the closing date there, it will then appear in the Closing Date field in TPO.
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Acceptance Criteria
- TPO Environment
- Test user has access to LOS
Testing Process:
- Log in to TPO
- Create a new purchase loan
- Complete the application (green checkmarks acquired for each section)
- Navigate to the "Shop for Rates" page and apply a product
- Request Disclosures
- Submit Loan
- Open Request ICD tab
- VERFIY: the Closing Date field displays in the header
- Complete tasks in the ICD UI, including Confirm Estimated Closing Date
- VERIFY: the Closing Date in the header remains unchanged/empty
- VERIFY: label 'Request Closing Date: [date]' with date entered in step #9 appears in the Confirm Estimated Closing Date task
- Submit the ICD Request
- Access the loan in LOS
- Complete earliest closing date in encompass
- Sync the loan to obtain the Earliest Closing Date
- Return to TPO and access the Closing Docs tab
- VERIFY: Closing Date in the header remains unchanged/empty
- VERIFY: the Set Estimated Closing Date task description contains the Earliest Closing Date value set in step #13
- Complete the tasks in the UI, including the Estimated Closing Date
- VERIFY: the Closing Date in the header remains unchanged/empty
- VERIFY: label 'Request Closing Date: [date]' with date entered in step #9 appears in the Confirm Estimated Closing Date task
- Submit the CD Request
- VERIFY: the Closing Date remains unchanged
- Access the loan in Encompass
- Update the closing date and save the loan
- Wait for the loan to sync back to CV
- Return to TPO and access the Closing Docs tab
- VERIFY: the Closing Date has been updated to reflect the updated value in Encompass
Corresponding Feature(s): 467080
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