Enhancements to Request ICD/Closing Docs - Set Estimated Closing Date

Overview

Release 6.1.1000 includes the following changes to the Request ICD and Closing Docs in oPOS (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 oPOS (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 oPOS (TPO).

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Acceptance Criteria

• Environment = oPOS (TPO)
• Test user has access to LOS

Testing Process:

Corresponding Feature(s): 467080