*This feature is client-specific and does not affect all users.* |
Release 6.0.5000 includes the following changes to the "Preapproval Letters" page:
- The 'Preapproval Letter' document was removed from the Template drop-down menu for all states
- The Estimated Monthly Payment field has been removed from the list of fields that users are prompted to complete when generating a Prequalification letter.
- This does not affect the following letters:
- Arizona - 'Prequalification Template'
- Texas - 'Prequalification Letter'
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Configurations
There are no configurations required for this feature to function
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Acceptance Criteria
Use Case #1: Pre Approval Letter
- Create a loan in CV.
- Enter First and Last Name for the borrower.
- Enter a Subject Property Address with the state that is not TX or AZ.
- Open the main Menu and select Preapproval Letters
- Select the Template dropdown
- VERIFY: The option 'Preapproval Letter' is not displayed within the "Template" dropdown.
Use Case #2: Prequal Letters
- Create a loan in CV.
- Enter First and Last Name for the borrower.
- Enter a Subject Property Address with the state that is not TX or AZ.
- Open the main Menu and select Preapproval Letters
- Select the Template dropdown
- Select the 'Prequalification Letter' and select Save & Preview Letter
- VERIFY: The Regular Prequalification letter is displayed without the field "Estimated Monthly Payment"
Use Case #3: Prequal Letters
- Create a loan in CV
- Enter First and Last Name for the borrower.
- Enter a Subject Property Address in AZ
- Open the main Menu and select Preapproval Letters
- Select the Template dropdown
- Select the 'Prequalification Letter' and select Save & Preview Letter
- VERIFY: The Regular Prequalification letter is displayed without the field "Estimated Monthly Payment"
Use Case #4: Prequal Letters - Regression Test (TX)
- Create a loan in CV
- Enter First and Last Name for the borrower.
- Enter a Subject Property Address in TX
- Open the main Menu and select Preapproval Letters
- Select the Template dropdown
- Select the 'Prequalification Letter' and select Save & Preview Letter
- VERIFY: The TX Prequalification letter is displayed without the field "Estimated Monthly Payment"
Corresponding Feature(s): 481042
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