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Enhancements to Loan Assignments Window

Ryan Cory
  • Updated

Overview

Release 6.1.1000 adds three new roles to the system, Regional Sales Manager, Account Executive, and Account Manager. This feature provides enhancements to the Loan Assignments modal window in oPOS (TPO) to allow users with these new roles to be assigned to a loan.

Learn more about these new roles

 

Loan Assignments

mceclip1.png

The loan assignments window has been updated to include the new support team roles. These fields can be used to change the Regional Sales Manager, Account Executive, and Account Manager assigned to a particular loan. These drop-down menus will contain all users with the respective role who are associated to the Loan Officer's brokerage/branch. 

 

Additional Loan Processors

The interface of this window has also been enhanced to allow users to add additional Loan Processors. The drop-down menu will contain a list of of available loan processors who are associated with the corresponding business unit. If a Loan Processor has already been assigned to the Other Loan Processors role, they cannot be selected in this menu. If the drop-down menu does not contain the expected users, reach out to an Admin user to ensure their user accounts are associated to the proper business unit(s).removedpa.png

When changes are made to the Loan Officer and Loan Processor fields, the corresponding fields in cPOS are updated for that specific loan:
changecpos.png

 

Add a Contract Processor

A new field has been added to add Contract Processors. This field will be pre-populated with the user defined from the Loan Officer's Loan Team. Select mceclip1.png Add Another Contract Processor to create another line for additional Contract Processors

 

User Contact Cards

Users can also now select mceclip0.png next to a users name to view their contact information

infocard.png

 

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Acceptance Criteria

Use Case #1: oPOS (TPO) Contract Processor field label update

  1. Preconditions:
    • Test User has Admin credentials
    • Environment: oPOS (TPO)
  2. Sign in to iMP System Admin
  3. Navigate to the "User Profiles" screen
  4. Expand the Role Filter dropdown
  5. VERIFY: Contract Processor is the updated value displayed
  6. Open an existing User Profile
  7. VERIFY: Contract Processor is the updated field label displayed
  8. Click the Add button to the right of the Contract Processor field
  9. VERIFY: Contract Processor 2 is the field label displayed
  10. Click into the Roles/Privileges tab
  11. VERIFY: Contract Processor is the updated Role label 
  12. Navigate to the "Role Management" page
  13. VERIFY: Contract Processor is the updated Role label

Alternative Use Case #1: oPOS (Retail) Contract Processor field label update

  1. Preconditions:
      • Test User has Admin credentials
      • Environment: oPOS (Retail)
  2. Sign in to System Admin
  3. Navigate to "User Profiles" screen
  4. Expand the Role Filter dropdown
  5. VERIFY: 'Contract Processor' is the updated value displayed
  6. Open an existing User Profile
  7. VERIFY: Contract Processor is the updated field label displayed
  8. Click the Add button to the right of the Contract Processor field
  9. VERIFY: Contract Processor 2 is the updated field label displayed
  10. Click on the 'Roles/Privileges' tab
  11. VERIFY: Contract Processor is the updated role label 
  12. Navigate to the "Role Management" page
  13. VERIFY: Contract Processor is the updated role label 

Use Case 2: oPOS (TPO) Loan Assignments modal window

  1. Preconditions:
    • Test LO User Profile has Admin credentials
    • Test LO User Profile has the Edit Loan Assignments privilege
    • Environment: oPOS (TPO)
    • Set the Business Entity flag at one of the Divisions
    • Update your Test LO Profile to have the following information completed:
      • Job Title
      • Email Address
      • Work Phone and Extension
      • Cell Phone Number
    • Set the following Support Team roles at the Channel level matching the Channel associated to your Test LO Profile as 'Select One'
      • Regional Sales Manager = Select One
      • Account Executive = Select One
      • Account Manager = Select One
  2. Sign in to oPOS (TPO)
  3. Open an existing Loan that is assigned to your Test LO and has the Division with the Business Entity flag set to 'Yes'
  4. Open the Loan Assignments modal window
  5. VERIFY: The title is updated to Loan Assignments & Access Loan # {Loan#}
  6. VERIFY: The following section headers are updated to a green font color:
    • {Lender Name} - Support Team section header 
    • Your Loan Team section header
  7. VERIFY: The Lender Loan # field is no longer displayed under the Support Team section header
  8. VERIFY: The following fields are displayed below the Support Team section header:
    • Regional Sales Manager 
    • Account Executive 
    • Account Manager 
  9. VERIFY: the following fields are defaulted to 'Select One' and disabled
    • Regional Sales Manager 
    • Account Executive 
    • Account Manager 
  10. VERIFY: A contact card mceclip0.png is displayed and enabled to the left of the field for all three of the following roles:
    • Regional Sales Manager 
    • Account Executive 
    • Account Manager 
  11. Click on the contact card mceclip0.png for the Regional Sales Manager
    • VERIFY: The contact card popover modal is displayed
    • VERIFY: The information in the modal is correctly displayed
  12. Click on the contact card mceclip0.png for the Account Executive
    • VERIFY: The contact card popover modal is displayed
    • VERIFY: The information in the modal is correctly displayed
  13. Click on the contact card mceclip0.png for the Account Manager
    • VERIFY: The contact card popover modal is displayed
    • VERIFY: The information in the modal is correctly displayed
  14. VERIFY: A contact card mceclip0.png is displayed and enabled to the left of the Broker / Loan Officer field 
  15. Click on the contact card mceclip0.png for the Broker / Loan Officer field
    • VERIFY: the contact card popover modal is displayed
    • VERIFY: the information in the modal is correctly displayed
  16. VERIFY: A mceclip2.png icon is displayed next to the Broker / Loan Officer field  
    • Click on the mceclip2.png icon
      • VERIFY: A tooltip is displayed with the following:
        • Title: 'Assigned Loan Officer'
        • Body: 'If the Lone Officer's name is disabled, it is likely due to state licensing. A Loan Officer can only be assigned if the LO has an active license in the state of the subject property'
        • Button: an X button will display in the upper right hand corner of the modal window. Click to close the window
  17. VERIFY: A contact card mceclip0.png is displayed and enabled to the left of the Loan Processor field 
    • Click on the contact card mceclip0.png for the Loan Processor field
      • VERIFY: The contact card popover modal is displayed
      • VERIFY: The information in the modal is correctly displayed
  18. VERIFY: The mceclip1.png Add Another Loan Processor text link is displayed below the Loan Processor dropdown
    • VERIFY: The mceclip1.png Add Another Loan Processor text link is enabled
    • Click on the mceclip1.png Add Another Loan Processor link
      • VERIFY: A new row is added for an additional Loan Processor
      • VERIFY: The new row for the added Loan Processor does not have a field label
      • VERIFY: The new row for the added Loan Processor does have a mceclip0.png contact card icon
      • VERIFY: The new row for the added Loan Processor is defaulted to 'Select One'
  19. Expand the dropdown field of the new row for the added Loan Processor
    • VERIFY: the dropdown displays user(s) only within the Division that has the Business Entity flag set to 'True'
    • VERIFY: the user(s) are separated by the applicable Name of the Company, Channel, Division or Branch they're assigned to below their name
    • VERIFY: the ordering of the user(s) within the dropdown by doing the following::
      • Group by User
      • Sort by User in alphabetical order
      • Sort by (lowest level) of Company Hierarchy user is associated to in alphabetical order
    • VERIFY: The Loan Processor(s) that have already been added in this Loan Assignments modal window are listed in the dropdown but disabled
  20. VERIFY: a row is displayed for Contract Processor
  21. VERIFY: a contact card mceclip0.png is displayed and enabled to the left of the Contract Processor field 
    • Click on the contact card mceclip0.png for the Contract Processor
      • VERIFY: the contact card popover modal is displayed
      • VERIFY: the information in the modal is correctly displayed
  22. VERIFY: the mceclip1.pngAdd Another Contract Processor text link is displayed below the dropdown field
  23. VERIFY: the mceclip1.png Add Another Contract Processor text link is enabled
    • Click on the mceclip1.pngAdd Another Contract Processor link
      • VERIFY: a new row is added for an additional 'Contract Processor'
      • VERIFY: the new row for the added 'Contract Processor' does not have a field label
      • VERIFY: the new row for the added 'Contract Processor' does have a mceclip0.png contact card icon
      • VERIFY: the new row for the added 'Contract Processor' is defaulted to 'Select One'
  24. Expand the dropdown field for the new row for the added Contract Processor
    • VERIFY: the dropdown displays user(s) only within the Division that has the 'Business Entity' flag set to True
    • VERIFY: the user(s) are separated by the applicable "Name" of the Company, Channel, Division OR Branch they're assigned to below their name, following this rule:
      • If the person is associated to Company only, then make the <optgroup label="Company: [Company_Name]"
      • If the person is associated to Company and Channel, then make the <optgroup label="Channel: [Channel_ChannelName]"
      • If the person is associated to Company, Channel and Division, then make the <optgroup label="Division: [Division_DivisionName]"
      • If the person is associated to Company, Channel, Division and Branch, then make the <optgroup label="Branch: [Branch_Name]"
      • If the person is not associated to any, then make the <optgroup label="Not assigned to a Company"
  25. VERIFY: the ordering of the user(s) within the dropdown follows these requirements:
    • Group by User 
    • Sort by User in alphabetical order then 
    • Sort by the lowest level of Company Hierarchy the user is associated to in alphabetical order
  26. VERIFY: the Contract Processor(s) that have already been added in this Loan Assignments modal window is listed in the dropdown but disabled
  27. VERIFY: the Branch Manager row is not displayed 

Alternative Use Case 2.1

  1. Preconditions:
    • Test LO User Profile has Admin credentials
    • Test LO User Profile does Not have the "Edit Loan Assignments" privilege
    • Environment = oPOS (TPO)
    • Do Not set the 'Business Entity' flag at ANY of the Divisions
    • Update your Test LO Profile to Not have the following information completed:
      • Job Title
      • Work Phone + Ext
      • Cell Phone Number
      • Note: keep the Email Address
  2. Set the following Support Team roles at the Channel level matching the Channel associated to your Test LO Profile with a user from the dropdown list
    1. Regional Sales Manager = {User 1}
    2. Account Executive = {User 2}
    3. Account Manager = {User 3}
  3. Sign In to oPOS (TPO) 
  4. Open an existing Loan that is assigned to your Test LO ANDhas the Division with the 'Business Entity' flag set to 'No'
  5. Open the Loan Assignments modal window
  6. VERIFY: The following fields are defaulted with the user selected in the Channel level within the Company Hierarchy and the dropdown fields are disabled
    • Regional Sales Manager = {User 1}
    • Account Executive = {User 2}
    • Account Manager = {User 3}
  7. VERIFY: A contact card mceclip0.png is displayed and enabled to the left of the field for all three Support Team Roles
    • Regional Sales Manager 
    • Account Executive 
    • Account Manager 
  8. Click on the contact card mceclip0.png for the Regional Sales Manager
  9. VERIFY: The contact card popover modal is displayed
  10. VERIFY: The information in the modal is correctly displayed
  11. Click on the contact card mceclip0.png for the Account Executive
  12. VERIFY: The contact card popover modal is displayed
  13. VERIFY: The information in the modal is correctly displayed
  14. Click on the contact-card (icon) for the 'Account Manager'
  15. VERIFY: the contact-card popover modal is displayed
  16. VERIFY: the information in the modal is correctly displayed
  17. Click on the "(+) Add Another Loan Processor' link
  18. Expand the dropdown field for the new row for the added 'Loan Processor'
  19. VERIFY: the dropdown displays ALL users with that 'Loan Processor' role across the entire company.
  20. VERIFY: the user(s) are separated by the applicable "Name" of the Company, Channel, Division OR Branch they're assigned to below their name, following this rule:
    1. If the person is associated to Company only, then make the <optgroup label="Company: [Company_Name]"
    2. If the person is associated to Company and Channel, then make the <optgroup label="Channel: [Channel_ChannelName]"
    3. If the person is associated to Company, Channel and Division, then make the <optgroup label="Division: [Division_DivisionName]"
    4. If the person is associated to Company, Channel, Division and Branch, then make the <optgroup label="Branch: [Branch_Name]"
    5. If the person is not associated to any, then make the <optgroup label="Not assigned to a Company"
  21. VERIFY: the ordering of the user(s) within the dropdown follows these requirements:
    1. Group by User
    2. Sort by User in alphabetical order
    3. Sort by (lowest level) of Company Hierarchy user is associated to in alphabetical order
  22. VERIFY: the Loan Processor(s) that have already been added in this Loan Assignments modal window is listed in the dropdown but disabled
  23. Click on the mceclip1.pngAdd Another Contract Processor link
  24. Expand the dropdown field for the new row for the added 'Contract Processor'
  25. VERIFY: the dropdown displays ALL users with that 'Contract Processor' role across the entire company
  26. VERIFY: the user(s) are separated by the applicable "Name" of the Company, Channel, Division OR Branch they're assigned to below their name, following this rule:
    1. If the person is associated to Company only, then make the <optgroup label="Company: [Company_Name]"
    2. If the person is associated to Company and Channel, then make the <optgroup label="Channel: [Channel_ChannelName]"
    3. If the person is associated to Company, Channel and Division, then make the <optgroup label="Division: [Division_DivisionName]"
    4. If the person is associated to Company, Channel, Division and Branch, then make the <optgroup label="Branch: [Branch_Name]"
    5. If the person is not associated to any, then make the <optgroup label="Not assigned to a Company"
  27. VERIFY: The ordering of the user(s) within the dropdown follows these requirements:
    1. Group by User
    2. Sort by User in alphabetical order 
    3. Sort by (lowest level) of Company Hierarchy user is associated to in alphabetical order
  28. VERIFY: The Contract Processor(s) that have already been added in this Loan Assignments modal window is listed in the dropdown but disabled

Corresponding Feature #434908

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