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Enhancements to Pipeline, Message Bars, and Email Notifications

Ryan Cory
  • Updated

Overview 

Release 6.1.1000 includes the following changes to the "My Pipeline" page in TPO:

  • A new column has been added to the user pipeline for 'Submission Status,' which indicates whether the loan has been submitted to the lender 
  • Cleaned up the Submission Message Bars to be consistent across all possible messages and provide the Broker with a link to view the Failed and Rejected message received from the Loan Origination System (LOS)
  • Created a new modal window that will display when the user clicks on the View Details link in the Rejected and Failed submission message bars
  • Updated the body of the "Loan Submission Status Update" notification email template and when to trigger the notification email being sent

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Configurations 

This feature does not require any configurations or privileges.

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New Column in "My Pipeline" Page

The Submission Status column that has been added to the "My Pipeline" page allows Brokers to check on the submission status of their current loans

  1. Submission Status is defaulted to be a "Selected Column" in all possible 'Lists' views (with the exception of 'My Lists') that will show after the 'Loan Status' column header
  2. If 'Loan Status' is not a default column for a List view, then add the 'Submissions Status' column before the 'Loan Officer' column header

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Submission Message Bars 

The message bars that appear in "My Pipeline" when a submission is made have been modified in order to provide more information and consistency to Brokers. These message bars also provide the Broker with a link to view the Failed and Rejected message received from the Loan Origination System (LOS). The new messages are:

    1. Submission In Process: "on {Date} at {Time AM/PM}. While waiting, you can no longer Run Credit, Run AUS, or Create Initial Disclosures"
    2. Submitted to Lender
      • Lender Data has been received: "Submitted to Lender - on {Date} at {Time AM/PM}. To change loan information: Request Changes. Lender Data updated on {Date} at {Time}: View Lender Data"
      • Lender Data has not been received: "Submitted to Lender - on {Date} at {Time AM/PM}. To change loan information: Request Changes"
    3. Submission Error: "on {Date} at {Time AM/PM}. An error occurred during the loan submission. Please reach out to your lender or Account Executive, then resubmit your loan"
    4. Submission Failed: "on {Date} at {Time}. View Details or reach out to your lender or Account Executive, then resubmit your loan"
      • If the user clicks on the View Details link in the Submission Failed message bar, then a Submission Failed modal window will appear
    5. Submission Rejected by Lender: on {Date} at {Time}. View Details or reach out to your lender or Account Executive."
      • If the user clicks on the View Details link in the Submission Rejected by Lender message bar, then a Submission Rejected by Lender modal window will appear

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Loan Submission Status Update Notification Email

The body of the "Loan Submission Status Update" notification email template has been modified to inform the Borrower of the status change on the Loan Application:

'The Loan submission status for (Borrower's First Name) (Borrower's Last Name) updated to (LoanSubmittedStatusType).'

Note: This email will only be triggered when the Loan Submission Status is "Accepted", "Rejected", "Failed", or "Error"

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View Details Modal Window

When the View Details button displayed in the Loan Submission Rejected by Lender and Loan Submission Failed message bars are clicked, modal windows respective to each message bar will appear below the View Details button with the message received from the LOS. There are two modal windows:

  1. Loan Submission Rejected by Lender modal window
  2. Loan Submission Failed modal window

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Acceptance Criteria 

Use Case 1: Loan Submitted - Loan Statuses; Not Submitted, Received, Failed, Rejected & Accepted

  1. Preconditions:
    • Environment = TPO 
    • CV Test LO user account/credentials
    • Encompass Test LO user account/credentials
    • Update/Confirm the following Configurations in System Admin (Configuration - Integrations)
      • MaxRetryCount = 3
      • RetryInterval = 0:01:00 (1 minute before next retry is triggered)
  2. Sign In to TPO
  3. Start a New Loan Application
  4. Complete the Loan App
  5. Shop for Rates
  6. Apply for a Loan Product
  7. Run AUS
  8. Create Initial Disclosures
  9. Save the loan 
  10. Navigate to "My Pipeline" and find your Loan Application
  11. Verify: the Submission Status column displays 'Not Submitted'
  12. Open your Loan Application in TPO
  13. Open your Loan Application in Encompass
  14. Submit the Loan Application from TPO
  15. Verify: you are prompted with the 'Loan Submission Failed' modal window once the submission fails
  16. Close out of the modal window
  17. Verify: the Submission Failed message bar is displayed with the updated messaging:
    • 'Submission Failed - on {Date} at {Time}. View Details or reach out to your lender or Account Executive, then resubmit your loan.'
  18. Click on View Details 
  19. Verify: the Loan Submission Failed modal window is displayed directly below the View Details link in the message bar and contains the following message:
    • 'The following error occurred while submitting this loan to the lender: Export unsuccessful since the Loan is locked by user {Username} in encompass.'
  20. Close out of the modal window
  21. The retry logic is in progress, wait for all retries to complete
  22. Verify: the "Loan Submission Status Update" notification email was triggered and sent to the LO after the last retry was completed:
    • 'The loan submission status for {Borrower First Name} {Borrower Last Name} updated to Failed.'
  23. Navigate to "My Pipeline" and find your Loan Application
  24. Verify: the 'Submission Status' column displays 'Failed'
  25. Open your Loan Application in TPO
  26. Submit the Loan Application from TPO
  27. Verify: you are prompted with the Loan Submission Failed modal window once the submission fails
  28. Close out of the modal window
  29. Close out of the Loan Application in Encompass before the last retry is completed
  30. Verify: you are prompted with the Loan Submission in Process modal window once the submission is successfully sent to the LOS
  31. Close out of the modal window
  32. Verify: the Submission in Process message bar is displayed with the following message:
    • 'Submission in Process - on {Date} at {Time AM/PM}. While waiting, you can no longer Run Credit, Run AUS, or Create Initial Disclosures.'
  33. Navigate to "My Pipeline" and find your Loan Application
  34. Verify: the Submission Status column displays 'Received'
  35. Open the Loan Application in Encompass
  36. Navigate to the CV TPO Information form
  37. Confirm the 'Submission Status' displays 'Requested' 
  38. Enter a 'Submission Rejection Reason' that is 255 characters
  39. Click on the 'Reject' button
    • Be sure to click on the button and do Not change the dropdown value to 'Rejected'
  40. Save the Loan Application
  41. Close out of the Loan Application in Encompass
  42. Sign Out of TPO
  43. Sign In to TPO in order to refresh the loan
  44. Find your Loan Application in the pipeline
  45. Verify: the 'Submission Status' column displays 'Rejected'
  46. Open the Loan Application in TPO
  47. Verify: the Submission Rejected by Lender message bar is displayed
    • 'Submission Rejected by Lender - on {Date} at {Time}. View Details or reach out to your lender or Account Executive.'
  48. Click on View Details 
  49. Verify: the Loan Submission Rejected by Lender modal window is displayed directly below the View Details link in the message bar
    • Verify: a scroll bar is displayed and allows the user to scroll through the entire 255 character message
  50. Verify: the Loan Submission Status Update notification email was sent to the LO with the following message:
    • 'The loan submission status for {Borrower First Name} {Borrower Last Name} updated to Rejected.'
  51. Close out of your Loan Application in Loan Center
  52. Open your Loan Application in Encompass
  53. Navigate to the CV TPO Information Form
  54. Click on the Accept button
    • Note: be sure to click on the button and do not change the dropdown value to 'Accepted'
  55. Save the Loan Application
  56. Close out of the Loan Application in Encompass
  57. Sign Out of TPO
  58. Sign In to TPO in order to refresh the loan
  59. Navigate to "My Pipeline" and find your Loan Application
  60. Verify: the 'Submission Status' column displays 'Accepted'
  61. Open the Loan Application in Loan Center
  62. Verify: the "Submitted to Lender" bar is displayed with the following message:
    • 'Submitted to Lender - on {Date} at {Time AM/PM}. To change loan information: Request Changes.'
  63. Sign out of the Loan Application in TPO
  64. Open Encompass and edit portions of the Loan Application Data and Save in order for this data be pushed back to TPO
  65. Sign out of Encompass
  66. Sign In to TPO and open your Loan Application
  67. Verify: The Submitted to Lender message bar is displayed with the following message: 
    • 'Submitted to Lender - on {Date} at {Time AM/PM}. To change loan information: Request Changes. Lender Data updated on {Date} at {Time}: View Lender Data.'
  68. Verify: The Loan Submission Status Update notification email was sent to the LO with the following message: 
    1. 'The loan submission status for {Borrower First Name} {Borrower Last Name} updated to Accepted.'

Use Case 2: Loan Submitted - Loan Status Submitted & Error

  1. Preconditions: 
    • Environment: TPO 
    • CV Test LO user account/credentials needed
    • Simulator
  2. Sign In to TPO
  3. Start a New Loan Application
  4. Complete the Loan Application
  5. Shop for Rates
  6. Apply for a Loan Product
  7. Run AUS
  8. Create Initial Disclosures
  9. Update the Borrower First Name to '400' in order to trigger an error
  10. Save
  11. Submit the Loan Application
  12. Wait for the Submission Status to update to "Error" (might take a minute to update)
  13. Verify: the Submission Error message bar is displayed with the following message:
    • 'Submission Error - on {Date} at {Time AM/PM}. An error occurred during the loan submission. Please reach out to your lender or Account Executive, then resubmit your loan.'
  14. Navigate to "My Pipeline" and find your Loan Application
  15. Verify: the 'Submission Status' column displays 'Error'
  16. Verify: the "Loan Submission Status Update" notification email was sent to the LO with the following message:
    • 'The loan submission status for {Borrower First Name} {Borrower Last Name} updated to Error.'
  17. Revert the Borrower's first name back to what it was before Step 9
  18. Click Save
  19. Submit the Loan Application
  20. Navigate to "My Pipeline" and find your Loan Application
  21. Verify: the 'Submission Status' column displays 'Submitted'

Use Case 3: Loan Submitted - Loan Status Received

  1. Preconditions: 
    • Environment: TPO 
    • CV Test LO user account/credentials
    • The 'Disclosure' Submission Task is Optional
    • Update/Confirm the following Configurations in System Admin (Configuration - Integrations)
  2. Sign in to TPO
  3. Start a New Loan Application
  4. Complete the Loan App
  5. Shop for Rates
  6. Apply for a Loan Product
  7. Run AUS
  8. Save
  9. Open your Loan Application in Encompass
  10. Submit the Loan Application from Loan Center
  11. Verify: you are prompted with the Loan Submission Failed modal window once the submission fails
  12. Close out of the modal window
  13. Verify: the Submission Failed message bar is displayed with the following message:
    • 'Submission Failed - on {Date} at {Time}. View Details or reach out to your lender or Account Executive, then resubmit your loan.'
  14. Click on View Details
  15. Verify: The Loan Submission Failed modal window is displayed directly below the View Details link in the bar with the following message:
    • 'The following error occurred while submitting this loan to the lender: Export unsuccessful since the Loan is locked by user {Username} in encompass.'
  16. Close out of the modal window
  17. The retry logic is in progress, wait for all retries to complete
  18. Verify: The Loan Submission Status Update notification email was triggered and sent to the LO after the last retry completed with the following message:
    • Body of Email: "The loan submission status for {Borrower First Name} {Borrower Last Name} updated to Failed."
  19. Navigate to "My Pipeline" and find your Loan Application
  20. Verify: the 'Submission Status' column displays 'Failed'
  21. Open your Loan Application in Loan Center
  22. Submit the Loan Application from Loan Center (2nd Attempt at Submitting)
  23. Confirm you are prompted with the 'Loan Submission Failed' modal window once the submission fails
  24. Close out of the modal window
  25. Close out of the Loan Application in Encompass before the last retry is completed
  26. Verify: you are prompted with the Loan Submission in Process modal window once the submission is successfully sent to the LOS
  27. Close out of the modal window
  28. Verify: the Submission in Process bar is displayed with the following message:
    • 'Submission in Process - on {Date} at {Time AM/PM}. While waiting, you can no longer Run Credit, Run AUS, or Create Initial Disclosures.'
  29. Navigate to "My Pipeline" and find your Loan Application
  30. Verify: the Submission Status column displays 'Received'

Corresponding Feature(s): 460632

 

 

 

  

 

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