Overview
In release 6.1.1000, a new contextual bar button labelled Data allows users to view the most recent loan data received from the LOS. This button can be used to see what information has been exported to the LOS from Cloudvirga or to check if any changes have occurred to the loan record after disclosures have been issued.
Configurations
This feature does not include any configuration changes.
____________________
View LOS Data
The Data icon and button only appear in the black contextual bar when the system detects that the LOS has stored information about the loan. Selecting this button opens a separate flyout window that contains a series of columns that represent the loan data at different points:
- Loan Data on Disclosures - this column represents the initial information that was sent to the LOS at the time of disclosures. The date of initial disclosures appears below the column heading. For TPO users, this column will become Loan Data on 'Loan Submitted after the loan is submitted to the lender.
- Lender's Previous Data - this column represents the most previous status of the data stored in the LOS for comparison with the current data. The date on which this information was received appears below the column heading.
- Lender's Current Data - this column represents the most up-to-date loan data as it is reflected in the LOS. Any pieces of information that have changed from previous iterations of the loan data appear in red text
Click the blue tooltip icon next to any of the column headings to learn more about the information displayed there.
 |
 |
 |
You can also choose to display a summary of the entire loan record or only those pieces of information that have been changed by using the View all fields toggle switch in the top right corner. When this switch is enabled, all pieces of information in the loan record will appear in this window regardless of whether they have been updated.
If the borrower is using cPOS to work on their loan application, this window contains an additional column that indicates which pieces of information are visible to the borrower in cPOS. Click the informational link near the top of the page to learn more.
_______________________________________________________________________________________________________________
Acceptance Criteria
Use Case #1: Data Button
- Log in to oPOS - Retail or TPO
- Create a new loan application
- Set the borrower up as an online user and send them a SecureLink to complete the loan application
- VERIFY: the Data icon/button does not appear in the contextual bar
- Exit out of the loan and return to the pipeline
- Open the SecureLink email and open the loan application as the borrower
- As the Loan Officer, open the loan while the borrower is in the application on the consumer site
- VERIFY: the 'Read Only' icon appears to the left of the 'Quotes' icon and there is no gap between 'Read Only' and 'Quotes' icon
- Exit out of the loan and return to the pipeline
- As the borrower using the consumer site, complete the loan application, run credit, and submit
- As the borrower, accept eConsent in the consumer site
- Sign out of cPOS as the borrower
- As the Loan Officer, open the loan
- VERIFY: 'Disclosures Required' message bar appears at the top of the page
- VERIFY: the Data icon/button now appears in the contextual bar
- Navigate to the pipeline in oPOS (exit the loan)
- Open the loan in the LOS and modify the loan data (ex: change the loan status)
- Open the loan again in oPOS
- VERIFY: the Data icon/button still appears in the contextual bar
- Select the Data button
- VERIFY: there is no yellow message bar at the top of the window
- Save the loan and return to the Pipeline
- Access the loan in the consumer site as the borrower
- As the loan officer, open the loan while the borrower is in the loan on the consumer site
- VERIFY: the 'Read-Only' icon appears to the left of the Data button
Corresponding Feature(s): 442200
Comments
0 comments
Please sign in to leave a comment.