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Enhancements to Email Management*

Charlie Gunn
  • Updated

Overview

Release 6.1.1000 includes the following changes to email management:

  • the email notifications user interface has been updated to make it easier to understand each email template and to identify who should receive each kind of notification. Notifications now contain a short description of the template's purpose and a brief explanation of what circumstances trigger the sending of the email notification
  • "To" and "CC" checkboxes have also been added to email notification templates, which can be used to configure which users should receive the corresponding notification
  • a new email template called "eVOA: Asset Expiration Reminder Email for the Loan Officer" has been added to the Notification Emails tab in the Email Management menu. This email template is used to remind a loan officer when a borrower's electronically-verified assets are about to expire.
  • a new configuration called "eVOA Send Expiration Reminder Email" allows Admin users to determine when the eVOA expiration reminder email should be sent to loan officers. 
  • a new email template for "Appraisal Status Updates" and enhancements to Data Tags have also been added.

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Email Notifications - Descriptions & Triggers

Each email notification template now includes a brief Description of the template below the template name. This description will remain when the template is expanded.

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A new Triggers section now also appears below the Description when the template is expanded. This section describes the circumstances under which the notification will be sent. 

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"To" & "CC" Checkboxes

Email notification templates now contain a series of "To" and "CC" checkboxes that can be used to determine which users the corresponding notification should be sent to.

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The available user checkboxes vary by template, depending on the type of notification. The standard available user roles are:

  • LO
  • LOA
  • LP

Note: In the example above, the "LO Re-Assignment: Notification to New LO" template include additional options such as, "Original" LO/LOA/LP because the loan is being reassigned to a different team/team member, to whom the lender may also wish to notify. 

Selecting a user checkbox under the "To" section will add that user as a recipient to the corresponding email notification when the email trigger occurs. Selecting a user checkbox under the "CC" section will include that users as a CC recipient on the email notification.

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Configuration - Send eVOA Expiration Reminder Email

The new eVOA expiration reminder email template can be configured to determine how many days before expiration the email should be sent. This configuration is located in environment configurations in iMP System Admin

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Locate the configuration called "Send eVOA Expiration Reminder Email" and enter the desired number of days that the reminder email should be sent before an electronically verified asset expires.

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Email Template - eVOA: Asset Expiration Reminder Email for the Loan Officer

When set to 'Active,' this new email notification template will send a reminder to the loan officer X number of days before a borrower's electronically verified asset expires.

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For more information on how to edit or configure email notifications, refer to this article

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New Email Template - Appraisal Status Updates

When activated, this new email notification template automatically sends notifications to selected loan team members whenever the appraisal status for a loan is updated. 

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This template uses data tags to populate the email with the following pieces of information:

  • Borrower First Name
  • Borrower Last Name
  • Loan Number
  • Updated Appraisal Status
  • Hyperlink to Appraisal Center

Data Tags

399513_DataTags.png

Clicking the Data Tags button opens a modal window that allows users to insert dynamic tags into their email templates that will populate individual notifications with the corresponding information.

The first column displays the name of the data tag, while the second column includes a description of the data tag and what information it will pull into the email. 

Use the blue copy icon that appears to the right of each data tag to copy an individual tag. Paste the tag into an email template and that information will appear when an email is generated. 

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Acceptance Criteria

Use Case #1: Description and Triggers

Prerequisites:

  • Test user has Admin privileges

Testing Process:

  1. Log in to oPOS (Retail or TPO)
  2. Navigate: Admin > Email Management
  3. VERIFY: each email notification template has a description that appears below the template name when the template is collapsed.
  4. Expand each template
  5. VERIFY: the description remains below the template name
  6. VERIFY: the Triggers section appears below the description
 
 
Use Case #2: "To" and "CC" field checkboxes:

 

Prerequisites:

  • Test user has Admin privileges
  • Environment = oPOS (Retail or TPO)

Testing Process:

  1. Log in to oPOS
  2. Navigate: Admin > Email Management
  3. VERIFY: the following email notification templates contain "To" and "CC" checkboxes for LO, LOAs, LPs, Original LO, Original LPs and Original LOAs:
    • LO Re-Assignment: Notification to New LO
    • LO Re-Assignment: Notification to Previous LO
  4. VERIFY: the following email notification templates contain "To" and "CC" checkboxes for LO, Original LO, Original LPs, and Original LOAs
    • LO Re-Assignment: LO Changed in LOS
  5. VERIFY: all remaining email notification templates contain a "CC" checkbox for LO, LOA, LP, Original LO, Original LP, and Original LOA
  6. VERIFY: the following email notification templates contain a "To" checkbox to the Borrower only:
    • cPOS: Application Submitted - Notification to Borrower
    • LO Re-Assignment: Notification to Borrower
    • cPOS: Welcome Email for Borrower
    • cPOS: Welcome Email for Co-Borrower
    • Additional Applicant Invite Email
  7. VERIFY: the following email notification templates do not have any "To" checkboxes:
    • cPOS: Password Reset
    • oPOS: Password Reset
    • cPOS: MFA Code
  8. VERIFY: the remaining email notification templates contain "To" checkboxes for LO, LOA, and LP
  9. Send User Notification emails to all recipients prechecked in Steps 3-7
  10. VERIFY: emails are successfully sent to correct recipients
  11. Select additional checkboxes that were not already pre-selected for each email template referred to in steps 3-7
  12. Send User Notification emails again
  13. VERIFY: emails are sent to all selected recipients successfully
  14. For every User Notification email, Check all checkboxes in the "To" field and VERIFY the same checkbox (if displayed) in the "CC" field are visible but disabled.
  15. For every User Notification email, Check all checkboxes in the "CC" field and VERIFY the same checkbox in the "To" field are visible but disabled.
  16. For each email notification from steps 3-7, unselect all "To" checkboxes and select at least one "CC" recipient
  17. Attempt to trigger each of these emails to be sent
  18. VERIFY: emails are not sent (due to no "To" recipient)

Use Case #3: eVOA Expiration Configuration and Email Template

  1. Log in to iMP System Admin
  2. Navigate: Configurations > Configuration - Environment
  3. VERIFY: configuration "eVOA Send Expiration Reminder Email" appears in the configuration list
  4. Set the value of this configuration to '3' or another test value
  5. Log in to oPOS and navigate to Email Management
  6. Trigger "eVOA: Asset Expiration Reminder Email for the Loan Officer" 
  7. VERIFY: email notification is sent 
  8. VERIFY: email sent to LO contains day amount entered in step #4
Use Case #4: Data Tags
 
Prerequisites:
  • Test user has access to Email Management (Privilege - "Edit Email Notification")
  • Environment = oPOS (Retail or TPO)

Testing Process:

  1. Log in to oPOS
  2. Navigate: Admin > Email Management
  3. Open the Notification Emails tab
  4. Click the View Tags button
    • VERIFY: modal window appears with the following columns:
      • Name
      • Description
    • VERIFY: the "Name" column has data tags used in emails listed in an ascending order
    • VERIFY: the "Description" column contains relevant descriptions of each data tag
  5.  Click on the "Copy" icon from the first row and paste it into a text editor
    • VERIFY: data tag is pasted correctly
  6. Repeat step #5 for each data tag
  7. Click in the search box on the top-right
    • VERIFY: the following occurs:
      • Disabled "Up" and "Down" arrow icons are displayed within the search box.
      • An enabled "X" icon is placed within the search box next to the down arrow.
      • A Pipe character "|" will be added before Up Arrow.
  8. Click on the X icon
    • VERIFY: the search box closes
  9. Enter an alphabetical character in the search box
    • VERIFY: all strings of text in the window that match the entered character are highlighted. first is highlighted in yellow
    • VERIFY: counter appears as (1/x) where x equals the number of instances of the entered character
  10. Click the Up arrow icon
    • VERIFY: the numerator in the counter increases by 1 and yellow highlight is moved to the next instance
  11. Click the Down arrow icon
    • VERIFY: counter returns to 1 and highlighter returns to first instance
  12. Click on the X icon within the Search Box
    • VERIFY: the search box is closed
    • VERIFY: highlight disappears
  13. Click on the X icon in the data tags window
    • VERIFY: window closes

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Testing: Appraisal Status Notification

Use Case #1: Appraisal Order Workflow/Notification

Prerequisites:

  • Test Loan Officer has role “Appraisal Ordering”
  • Email Notification “Appraisal: Appraisal Status Update” is set to Active and LO checkbox selected
  • Environment = oPOS (Retail or TPO)

Testing Process:

  1. Log in to oPOS
  2. Create a new purchase loan
    • Set up borrower as an online borrower by adding their email address
  3. Complete loan application
  4. Shop for rates and apply a loan product
  5. Create initial disclosures
  6. Send “Send Initial Disclosures” SecureLink to borrower
  7. Log out of oPOS
  8. Check borrower’s email inbox and open SecureLink sent in step #6
  9. Register for cPOS as borrower and log in
    • VERIFY: borrower is directed to “Your Tasks” page
    • VERIFY: “Order Appraisal” task appears on the “Your Tasks” page
  10. Click Begin on the “Order Appraisal” task
    • VERIFY: “Order Appraisal - Review Order” page appears
  11. Click Next
    • VERIFY: “Order Appraisal - Contact Information” page appears
    • VERIFY: borrower’s contact information is pre-populated in the contact fields
    • VERIFY: Preferred Date is a required field
  12. Enter a date in the Preferred Date field
  13. Enter text in the Special Instructions field
  14. Click Next
    • VERIFY: “Order Appraisal - Payment Information” page appears
    • VERIFY: Billing Address is pre-populated with information from the loan application
  15. Enter cardholder/credit card information
  16. Click Submit
    • Message appears to confirm the order was successful
  17. Click Continue
    • VERIFY: borrower is directed to the “Your Tasks” page
    • VERIFY: “Order Appraisal” task no longer appears on the “Your Tasks” page
  18. Log out of cPOS
  19. Log in to oPOS
  20. Select Lists > Order Requested
    • VERIFY: loan appears in the Order Requested queue
    • VERIFY: Order ID = New
    • VERIFY: Order Status = Requested
  21. Open the loan application for test loan
  22. Navigate to the Audit Log: Menu > Audit Log
    • VERIFY: “Appraisal Requested” entry appears in the Audit Log
  23. Navigate to the Appraisal Center: Menu > Processing
    • VERIFY: the appraisal order information entered by the borrower in cPOS now appears in the Appraisal Center
    • VERIFY: Order ID = New
    • VERIFY: Subject property address is displayed in the header
    • VERIFY: Estimated value is displayed in the header
    • VERIFY: Order Status = Requested
    • VERIFY: Last Updated Date = current date
    • VERIFY: Seller Name, Seller Type, and Client Group fields appear in red with ‘Required’ alert
    • VERIFY: Order Appraisal button is disabled
  24. Enter a Seller Name
  25. Select a Seller Type
  26. Select a Client Group
    • VERIFY: the AMC field appears in red with ‘Required’ alert
  27. Select an AMC
    • VERIFY: Order Appraisal button is now enabled
  28. Click Order Appraisal
    • VERIFY: “Saving Loan and Ordering Appraisal” window appears, followed by the “Appraisal Order Successfully Submitted” window
  29. Click Close
    • VERIFY: Order ID is now displayed in the header
    • VERIFY: Order Date is now displayed in the header (current date)
    • VERIFY: Order Status = In Progress
    • VERIFY: Tracking Information section is now displayed above the Order Information section
    • VERIFY: Send Updates button now appears in the Appraisal Center
  30. Expand the Send Updates button
    • VERIFY: the following options appear in the drop-down menu:
      • Send Updates
      • Cancel Order
      • Hold Order
  31. Navigate to the Audit Log
    • VERIFY: “Appraisal Requested” entry is added to the Audit Log
  32. Select Lists > Order Requested
    • VERIFY: loan appears in the Order Requested queue
    • VERIFY: Order ID = [ID number provided by Mercury]
    • VERIFY: Order Status = In Progress
    • VERIFY: Appraisal date is accurate
    • VERIFY: Seller Name is accurate
  33. Log out of oPOS
  34. Check the LO’s email inbox
    • VERIFY: Status update email has been received according to Appraisal Status template
  35. Log in to Mercury Network
  36. Search for the test loan by loan number
  37. Open the loan
    • VERIFY: displayed loan information is correct
  38. Open Accept/Decline Assignment
  39. Select Accept
  40. Enter a note
  41. Click OK
  42. Click OK in the Order Acknowledgement popup window
  43. Check the LO’s email inbox
    • VERIFY: Status update email has been received according to Appraisal Status template
  44. Log in to oPOS
  45. Navigate: Lists > Order Requested
    • VERIFY: loan appears in the Order Requested queue
    • VERIFY: Order Status = Assignment Accepted
  46. Open the Loan Application
  47. Navigate: Menu > Appraisal Center
    • VERIFY: Expected Delivery Date appears in the header and the Tracking Information section
    • VERIFY: Order Status = Assignment Accepted
    • VERIFY: Last Updated date is accurate
    • VERIFY: Note entered in Mercury appears in the “Notes” section
    • VERIFY: Send Updates button appears in the Appraisal Center
  48. Expand the Send Updates button
    • VERIFY: the following options appear in the drop-down menu:
      • Send Updates
      • Cancel Order
      • Hold Order
  49. Save and log out of oPOS
  50. Log in to Mercury
  51. Open the test loan
  52. Expand the “Set Order Status” drop-down menu
  53. Select Inspection Scheduled
  54. Set an inspection date and time
  55. Enter a note
  56. Click OK
  57. Log out of Mercury
  58. Check the LO’s email inbox
    • VERIFY: Status update email has been received according to Appraisal Status template
  59. Log in to oPOS
  60. Navigate: Lists > Order Requested
    • VERIFY: Loan appears in the Order Requested queue
    • VERIFY: Order Status = Inspection Scheduled
  61. Open the Loan Application
  62. Navigate: Menu > Appraisal Center
    • VERIFY: Scheduled Inspection Date appears in the header and the Tracking Information section
    • VERIFY: Order Status = Inspection Scheduled
    • VERIFY: Last Updated date is accurate
    • VERIFY: Note entered in Mercury appears in the “Notes” section
    • VERIFY: Send Updates button appears in the Appraisal Center
  63. Expand the Send Updates button
    • VERIFY: the following options appear in the drop-down menu:
      • Send Updates
      • Cancel Order
      • Hold Order
  64. Save and log out of oPOS
  65. Log in to Mercury
  66. Open the test loan
  67. Expand the “Set Order Status” drop-down menu
  68. Select Inspection Complete
  69. Set a date and time for the inspection completion
  70. Enter a note
  71. Click OK
  72. Log out of Mercury
  73. Check the LO’s email inbox
    • VERIFY: Status update email has been received according to Appraisal Status template
  74. Log in to oPOS
  75. Navigate: Lists > Order Requested
    • VERIFY: Loan appears in the Order Requested queue
    • VERIFY: Order Status = Inspection Complete
  76. Open the Loan Application
  77. Navigate: Menu > Appraisal Center
    • VERIFY: Inspection Date appears in the header
    • VERIFY: Actual Inspection Date appears in the Tracking Information section
    • VERIFY: Order Status = Inspection Complete
    • VERIFY: Last Updated date is accurate
    • VERIFY: Note entered in Mercury appears in the “Notes” section
    • VERIFY: Send Updates button appears in the Appraisal Center
  78. Expand the Send Updates button
    • VERIFY: the following options appear in the drop-down menu:
      • Send Updates
      • Cancel Order
      • Hold Order
  79. Save and log out of oPOS
  80. Log in to Mercury
  81. Open the test loan
  82. Click Complete
  83. Upload a MISMO XML file with an appraised value that is greater than the estimated value
  84. Enter a message to client
  85. Click OK
  86. Log out of Mercury
  87. Check the LO’s email inbox
    • VERIFY: Status update email has been received according to Appraisal Status template
  88. Log in to oPOS
  89. Navigate: Lists > Order Requested
    • VERIFY: Loan appears in the Order Requested queue
    • VERIFY: Order Status = Complete
    • VERIFY: the Appraised Value = [value in appraisal report]
  90. Open the Loan Application
  91. Navigate: Menu > Appraisal Center
    • VERIFY: Inspection Date appears in the header
    • VERIFY: the "Appraised Value" = {Appraised Value in Appraisal Report} AND displays in Green Font
    • VERIFY: Completed Date appears in the Tracking Information section
    • VERIFY: “Appraisal Upload” date and time is displayed in the Tracking Information section
    • VERIFY: the Report Information section is displayed and has the "Appraisal Company" name, "Appraiser Name", "Appraiser Lic #", "Estimated Value", and "Appraised Value".
    • VERIFY: Order Status = Complete
    • VERIFY: Last Updated date is accurate
    • VERIFY: the Received Documents section is displayed and shows the Document Name (Appraisal Report, Appraisal Invoice and Appraisal MISMO)
    • VERIFY: Notes are displayed in the Notes section (Invoices and Report Attached)
    • VERIFY: Send Updates button appears in the Appraisal Center
  92. Expand the Send Updates button
    • VERIFY: the following options appear in the drop-down menu:
      • Send Updates
      • Cancel Order
  93. Save and log out of oPOS
  94. Navigate: Menu > DocVault
  95. Select the “Borrower Viewable” checkbox for the “Appraisal Report Package” document
  96. Update the status to “Approved” for the “Appraisal Report Package” document
  97. Click Save
  98. Navigate: Admin > Email Management
  99. Select SecureLink Emails
  100. Select the borrower name in the “To” drop-down
  101. Expand the “Template” drop-down menu
  102. Send the "Confirm Receipt of Appraisal" SecureLink to the Borrower
  103. Check the borrower’s email inbox in another browser and open the SecureLink; sign in to cPOS
    • VERIFY: Borrower is directed to the “Review Appraisal Report” page
    • VERIFY: Download icon appears in the View Document button
  104. Click the View Document button
    • VERIFY: the Appraisal Report Package document is opened in a different tab
  105. Close the Appraisal Report Package
    • VERIFY: View Document button is now grey
    • VERIFY: checkmark icon is displayed in the View Document button
  106. Click Next
    • VERIFY: Borrower is directed to the “Your Tasks” page
    • VERIFY: “Review Appraisal Report” task has been removed
  107. Log in to oPOS
  108. Navigate: Lists > Delivered
    • VERIFY: Loan appears in the delivered queue
    • VERIFY: Delivered Appraisal date is correct
 

Corresponding Feature(s): 399513

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