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Enhancements to Loan Assignments - Bulk Reassignments*

Charlie Gunn
  • Updated

Overview

Release 6.1.1000 provides new functionality to enable users with the appropriate privilege to reassign the loan officer or another loan team member on multiple loans at the same time. This makes it easy to manage loan assignments when similar changes to the loan team need to be made to more than one loan.

 

Required Privilege(s)

In order to the new bulk loan reassignment tool, a user must first be granted the "Bulk LO Reassignments" privilege in iMP System Admin

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Reassign Loans in Bulk

When an Admin user has the "Bulk LO Reassignments" privilege, the Bulk Reassignments option will appear in the Admin menu

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This button will open a dedicated reassignments pipeline view that contains the loans that the current user has access to. 

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This list view functions similarly to the standard pipeline and can be filtered by any of the visible columns (except the Application Date). Use the Clear Filters button to reset any applied filters. 

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After any desired filters have been applied, use the checkboxes on the left to select which loans should be re-assigned. Alternatively, use the Select All button to check all of the currently visible boxes in the pipeline.

Note: users can only select multiple loans at the same time if they belong to the same division. If a selected loan does not belong to a division, users will only be select other loans without a division.

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When all loans requiring reassignment have been selected, the Reassign Loan button at the top of the page will be enabled. Select this button to open the Loan Reassignments window.

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This window can be used to re-assign the selected loans to a different loan officer, or to reassign the various members of the loan team, including the Sales Manager, Team Leader, LOA, Loan Processor, or Concession Approver.

To assign the loans to a new loan officer, first make sure that the Channel, Division, and Branch drop-down menus are populated with the respective business units to which the new loan officer is assigned. The Assigned Loan Officer menu will then be populated with available loan officers from the designated business unit(s). Select the new loan officer from the menu. Only loan officers licensed in the state in which the subject property is located will be available to select from this menu. 

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The tooltip next to this field can be clicked for more information about how this drop-down menu is populated. 

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Once a loan officer has been assigned, the remaining fields in this window can be used to reassign the other members of the loan team assigned to the loan:

  • Sales Manager
  • Team Leader
  • LOA (consumer site) - this is the LOA who will appear to borrowers in the LO Contact Card in cPOS
  • Other LOAs
  • Loan Opener
  • Loan Processor (consumer site) - this is the Loan Processor who will appear to borrowers in the LO Contact Card in cPOS
  • Price Concession Approver
  • Rate Concession Approver

Only users who are assigned to the corresponding role and who are associated to the selected loan officer in the company hierarchy will appear in these drop-down menus. If no users are associated to the loan officer for a particular role, the field for that role will remain disabled. 

When all needed users have been reassigned, select Save to complete the reassignment.

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Acceptance Criteria

Use Case #1: Reassignment UI - Retail (No Business Entity Flag)
 
  1. Log in to iMP System Admin
  2. Go to User Accounts > User Profiles  and search for test user profile name (without Admin privileges)
  3. Select Edit to open user profile
  4. Make sure test user does not have the privilege "Bulk LO Reassignments"
  5. Create a Branch within test user's Division that has an expired Licensure 
  6. Create a new Loan Officer within test user's Division that has an expired Licensure 
  7. Open the Division profile for test user's division and make sure that the "Separate Business Entity" checkbox is not selected 
  8. Log in to oPOS
  9. Open the Admin menu
  10. VERIFY: The "Bulk Reassignments" option does not appear in the Admin menu
  11. Log out of oPOS
  12. Log in to iMP System Admin 
  13. Return to test user profile and select the "Bulk LO Reassignments" privilege
  14. Log out and return to oPOS
  15. Open the Admin menu
  16. VERIFY: The "Bulk Reassignments" option appears in the Admin menu
  17. Select "Bulk Reassignments"
  18. VERIFY: loan pipeline view appears with the following columns:
    • Loan Number
    • Borrower Name
    • Division Name
    • Division is Entity (T/F)
    • Branch Name
    • Subject Property State
    • Assigned LO Name
    • CV Loan Status
    • Application Date
  19. Select the Select All checkbox
  20. VERIFY: the checkboxes for all visible loans in the pipeline are selected
  21. Open the loan number filter in the first column and select a filter option.
  22. VERIFY: the loan pipeline is filtered according to selection
  23. Repeat steps #20-21 for every column except 'Application Date'
  24. Select two loans that are assigned to one loan officer, Channel, Division and Branch (i.e. Loan Officer A, Channel A, Division A, Branch A) 
  25. Click on the Reassign Loan button
  26. VERIFY:
    • The Channel, Division, Branch and Loan Officer fields are populated to the appropriate value for the loans selected (i.e. Loan Officer A, Channel A, Division A, Branch A). 
    • The Channel, Division, Branch and Assigned Loan officer fields are enabled and editable 
    • The Channel drop-down menu includes all channels in the company hierarchy
    • The Division drop-down menu includes all channels in the company hierarchy
    • The Branch drop-down menu includes all channels in the company hierarchy except for those with expired licensures (from step #5)
    • The Assigned Loan Officer drop-down menu includes all loan officers in the company hierarchy except for those with expired licensures (from step #6) 
    • The "Managers" field is appropriately populated for each of the Channel, Division and Branch fields and cannot be edited
    • All other fields in this window are disabled and cannot be edited
  27. Change the Channel, Division and Branch as well as the Assigned Loan Officer (i.e. Loan Officer C, Channel C, Division C, Branch C).
  28. VERIFY: The Loan Officer's Team section of the modal is updated according to the Loan Officer selected. 
  29. Now in Incognito mode or on a different browser open ONE of the loans with (Loan Officer A, Channel A, Division A, Branch A) that are being Reassigned. 
  30. Return to the Loan Reassignment window and click Save
  31. VERIFY: a modal window appears with the following text: "Reassignment was not completed for the following loans which are currently open by a user in the platform.  Please try these loans again at a later time."
  32. VERIFY: modal window contains a list of the loans which were not reassigned
  33. Close the modal window
  34. VERIFY:
    • The Bulk Reassignments window has been refreshed and contains the two loans that were selected to be reassigned
    • The loan that was opened in a different browser has not been updated
    • The loan that was not opened in a different browser has been updated 
 
Use Case #2: Reassignment UI (Business Entity Flag)
 
  1. Log in to iMP System Admin
  2. Go to User Accounts > User Profiles  and search for test user profile name (without Admin privileges)
  3. Select Edit
  4. Assign user the "Bulk LO Reassignments"" privilege
  5. Create 2 Branches within test user's Division, one with an expired Licensure and one with a valid licensure.
  6. Create a Loan Officer within test user's Division that has an expired Licensure. 
  7. Open the Division profile for test user's division and make sure that the "Separate Business Entity" checkbox is selected 
  8. Log in to oPOS
  9. Open the Admin menu
  10. VERIFY: the "Bulk Reassignments" option appears in the Admin menu
  11. Select "Bulk Reassignments"
  12. VERIFY: loan pipeline view appears with the following columns:
    • Loan Number
    • Borrower Name
    • Division Name
    • Division is Entity (T/F)
    • Branch Name
    • Subject Property State
    • Assigned LO Name
    • CV Loan Status
    • Application Date
  13. Select the Select All checkbox
  14. VERIFY: the checkboxes for all visible loans in the pipeline are selected
  15. Open the loan number filter in the first column and select a filter option.
  16. VERIFY: the loan pipeline is filtered according to selection
  17. Repeat steps #15-16 for every column except 'Application Date'
  18. Select two loans that are assigned to one loan officer, Channel, Division and Branch (i.e. Loan Officer A, Channel A, Division A, Branch A) 
  19. Click on the Reassign Loan button
  20. VERIFY:
    • The Channel, Division, Branch and Loan Officer fields are populated to the appropriate value for the loans selected (i.e. Loan Officer A, Channel A, Division A, Branch A) 
    • The Channel and Division drop-down menus cannot be edited and are disabled
    • The Branch drop-down menu includes all channels from the Division to which the branch belongs except for those with expired licensures (from step #5)
    • The Assigned Loan Officer drop-down menu includes all loan officers in the company hierarchy except for those with expired licensures (from step #6) 
    • The "Managers" field is appropriately populated for each of the Channel, Division and Branch fields and cannot be edited
    • All other fields in this window are disabled and cannot be edited
  21. Change the Branch as well as the Assigned Loan Officer.
  22. VERIFY: The Loan Officer's Team section of the modal is updated according to the Loan Officer selected. 
  23.  

 

Corresponding Feature(s): 467266

 

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