Overview
Release 6.1.1000 includes the following changes to Vendor Manager in TPO:
- a new Vendor Manager product called 'Request Changes' has been added under Document services to support change requests sent from TPO to the lender's LOS
Vendor Manager
The new 'Request Changes' Vendor Manager product can be used to enable the integration that allows users to send change requests from TPO to the lender's LOS.
Vendor Manager is available to Admin users and is located in the Admin menu
The 'Request Changes' product can be found under the Document service and the Cloudvirga Services vendor.
To enable change requests, make sure that the toggle switch for this product is set to the 'ON' position. For more information on setting up products in Vendor Manager, refer to this article.
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Acceptance Criteria
- Environment = TPO
Use Case #1: Verify Vendor Manager
- Log in to TPO
- Navigate: Admin > Vendor Manager
- VERIFY: new "CV Service" product called 'Request Changes' is available under Document service
- Log in to TPO
- Create a new loan
- Complete the application
- Run Credit
- Shop for Rates and Apply a Loan Product
- Wait for Credit Report to be returned
- Access the Disclosures UI
- Complete the Anti-Steering data
- Access the modal dropdown
- Click the Lender Disclosures modal button option to request initial disclosures
- Wait for confirmation that disclosures have been requested
- Navigate to "Loan Details" page and click Request Changes
- Complete the change request form
- VERIFY: Request is successfully submitted and a success message is displayed
Corresponding Feature(s): 434521
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