Skip to main content

Enhancements to Loan Import - Edit Borrower Email After Import

Charlie Gunn
  • Updated

Overview

Release 6.1.1000 provides support to allow users to edit the borrower's email address after importing a loan via FNM 3.2. Previously, when a completed loan application was imported from an FNM 3.2 file, the Email field on the "Personal" page of the loan application was disabled. With release 6.1.1000, this field will now be enabled following a successful loan import. This allows users to update the borrower's email address, if necessary, before sending them a SecureLink email.

mceclip0.png

 

________________________________________________________________________________________

Acceptance Criteria

Pre-Requisites:

Prerequisite Email Setup
  1. Log in to oPOS/TPO
  2. Create a new purchase loan
  3. Enter 6 pieces 
  4. On the Personal tab, enter the email address "inthesystemactivated@sharklasers.com" (or any specific email address for the "In the system - Activated" scenario)
  5. Save the loan 
  6. Apply a product
  7. Request Disclosures 
  8. Send the Disclosures to the borrower via SecureLink
  9. Log out  
  10. Log in to cPOS as the Borrower and activate the loan

File Creation

Have the following FNM 3.2 or MISMO 3.4 files ready, each with the borrower email address set to 'inthesystemactivated@sharklasers.com' (or email address set in step #14 above):

  1. Refinance loan with 6 pieces 
    • Single
    • Joint
    • M1003
  2. Purchase loan with 6 pieces
    • Single
    • Joint
    • M1003
 
  1.  

All loans above should have the branch and LO to be licensed in the same state of the subject address. (in SysAdmin, make sure both the Branch and LO are licensed in the same state).

 

TPO Testing

Use Case #1: Email Field is Editable
 
  1. Log in to TPO
  2. Select + New from the Top Header Nav
  3. Select Import 3.2 / 3.4
  4. Select 'Yes' for the Loan App Date Question
  5. Enter a Loan App Date that is within 3 days of today's date
  6. VERIFY: the Browse File button is enabled
  7. Browse for a file and select the refinance 3.2 file created above for a single borrower with 'inthesystemactivated@sharklasers.com' as the primary borrower's email address
  8. Click the 'Import file' button
  9. Assign Loan Officer and Processor
  10. After successful import, Go to "Personal" (tab)
  11. VERIFY: borrower's email address is populated with 'inthesystemactivated@sharklasers.com'
  12. VERIFY: borrower's email address is editable 
  13. Log out of TPO and log in to cPOS as the borrower for the account inthesystemactivated@sharklasers.com
  14. Access the loan imported in step #3 
  15. Do not make any changes to the loan
  16. Log back in to TPO and open the loan
  17. VERIFY: the email address field for the primary borrower is no longer editable 
  18. Repeat steps #1-17 with each loan created with the 'inthesystemactivated@sharklasers.com' email address
  19. Repeat steps #1-18 with the created purchase 3.2 files

 

oPOS Testing

Use Case #2: Email Field is Editable
 
  1. Log in to oPOS
  2. Select + New from the Top Header Nav
  3. Select Import 3.2 / 3.4
  4. Select 'Yes' for the Loan App Date Question
  5. Enter a Loan App Date that is within 3 days of today's date
  6. VERIFY: the Browse File button is enabled
  7. Browse for a file and select the refinance 3.2 file created above for a single borrower with 'inthesystemactivated@sharklasers.com' as the primary borrower's email address
  8. Click the 'Import file' button
  9. Assign Loan Officer and Processor
  10. After successful import, Go to "Personal" (tab)
  11. VERIFY: borrower's email address is populated with 'inthesystemactivated@sharklasers.com'
  12. VERIFY: borrower's email address is editable 
  13. Log out of oPOS and log in to cPOS as the borrower for the account inthesystemactivated@sharklasers.com
  14. Access the loan imported in step #3 
  15. Do not make any changes to the loan
  16. Log back in to oPOS and open the loan
  17. VERIFY: the email address field for the primary borrower is no longer editable 
  18. Repeat steps #1-17 with each loan created with the 'inthesystemactivated@sharklasers.com' email address
  19. Repeat steps #1-18 with the created purchase 3.2 files
 

 

Corresponding Feature(s): 444069

Related articles

Comments

0 comments

Please sign in to leave a comment.