Overview
Release 6.1.1000 provides updates to prevent the "Disclosures Required" message bar from appearing in oPOS (TPO) after RESPA is triggered when the user has indicated manually that wholesale disclosures have already been issued outside of the CV platform. This fixes an existing issue where the message bar appeared when disclosures had already been issued externally.
| In oPOS (TPO), users can indicate that wholesale disclosures have been issued when creating a new loan from import or on the Disclosures tab. When either of these fields is set to 'Yes,' the 'Initial Disclosures Required' message bar will no longer appear once the six pieces of information required to trigger RESPA are collected on the loan application. | |
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Configurations
This feature does not introduce any configuration changes.
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Acceptance Criteria
Prerequisites:
- Disclosures = DocuTech
Use Case #1: Wholesale Disclosures Issued - Disclosures Tab
- Log in to oPOS (TPO)
- Complete the loan application
- VERIFY: the 'Disclosures Required' message bar appears
- Shop for rates and apply a loan product
- Open the Disclosures tab and set the value of Broker Has Disclosed to 'Yes'
- Save the loan
- VERIFY: the 'Disclosures Required' message bar disappears
Use Case #2: Wholesale Disclosures Issued - Loan Import
- Log in to oPOS (TPO)
- Import a file to create a loan
- In the import window, indicate that the broker has already disclosed
- Complete the loan application
- Save the loan
- VERIFY: the 'Disclosures Required' message bar does not appear
- Shop for rates and apply a loan product
- Open the Disclosures tab
- VERIFY: the Broker has Disclosed field is set to 'Yes'
Corresponding Feature(s): 475875
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