Enhancements to Conditions

Overview

Release 6.1.1000 includes the following changes to Conditions in oPOS (TPO):

• The user interface on the Conditions tab has been simplified to make it easier for lenders to manage submitted conditions
• The Resolve Conditions task on the Closing Docs tab no longer requires all conditions to be satisfied before requesting closing documents. This task will now only require users to clear conditions marked PTA (Prior to Approval) and PTD (Prior to Documents) in order for the task to be deemed complete. Conditions marked PTC (Prior to Closing) or PTF (Prior to Funding) do not need to be cleared in order to complete this task and request closing documents.

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Configurations

This feature does not introduce any configuration changes.

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Conditions User Interface - Submit Conditions

Several new updates to the "Conditions" page simplify the process of submitting conditions to the lender.

Individual conditions no longer contain a Save & Submit button used to submit the corresponding condition. This button has been replaced with a Save button, which will function only to save any documents that have been uploaded to the condition.

To submit conditions, users can select the checkbox next to the desired conditions and select Submit Conditions at the top of the page. This is now the only method for submitting conditions in TPO.

Once conditions have been submitted to the lender or are pending review by the underwriter, the Submit Conditions button will be disabled and the following message bar will appear at the top of the page. Contact the lender directly to submit additional documentation. Once the underwriter has completed their review, this message will no longer appear, and the Submit Conditions button will be once again enabled.

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Closing Documents - Resolve Conditions Task

Previously, the Resolve Conditions task required all outstanding conditions to be cleared before the user could request Closing Documents. With this update, users will now only be required to complete conditions with the types PTA (Prior to Approval) and PTD (Prior to Documents). Conditions with the types PTC (Prior to Closing) or PTF (Prior to Funding) are not required in order to complete this task and request closing documents.

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Acceptance Criteria

• TPO Environment
• The system is configured to use PTA, PTD, PTF, and PTC condition types

Corresponding Feature(s): 475875