(Existing Features) - Broker Web

Section	Sub Section	Feature	Comment/Description	Actions	User	Inscope

Section	Sub Section	Feature	Comment/Description	Actions	User	Inscope
01	1a	Applications (Retreive)	List page of applications to retrieve filtered by:	View application Withdraw Case	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1b	Applications	Dashboard Application form split into sections which can be completed in any order	View completed data Reissue ESIS Update applicant settings Edit application Change Status View audit history	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1c	Applications	ESIS - Details (Application form) Applicant details Security - Property details	Save & Close Select Product Back	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1d	Applications	Update applicant settings	Save Cancel	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1e	Applications	View audit history	Back	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1f	Applications	Application Status Change	Confirm	Broker Underwriter Case Manager Completion Officer Team Leader	YESNO
	1g	Applications (New)	New Application			YESNO
	1h	Applications (New)	New Application - Terms and Conditions	Yes No Next		YESNO
	1i	Applications (New)	New Application - ESIS (Routing Questions)	Option #1 Option #2 Back		YESNO
	1j	Applications (New)	New Application - ESIS (Knock Out Questions)	Option #1 Option #2 Back		YESNO
	1k	Applications (New)	New Application - ESIS ESIS Details form	Save & Close Select Product Cancel		YESNO
	1l	Applications (New)	New Application - ESIS Product Details form	Generate ESIS Back		YESNO
	1m	Applications (New)	New Application - ESIS Details ESIS information and document download	Download ESIS document Continue application Back		YESNO
	1n	Applications (New)	New Application A few questions about Applicant 1 Navigates to Dashboard (1b) with incomplete sections	Next		YESNO
02	2a	Case Management	Case Management Board (Kanban) - applications by stage: DIP Referral Packaging Underwriting Security Valuation Funding Completion Facility to filter by role/person or display ALL Facility to add item from pick-list of assigned applications to the Packaging column	… menu		YESNO
	2b	Case Management	Risk Assessment	Redo Credit Search Save		YESNO
	2c	Case Management	Status Notes	Close		YESNO
	2d	Case Management	View Application Notes	Close		YESNO
	2e	Case Management	Add Application Note	Upload file Save Cancel		YESNO
	2f	Case Management	Request Document - Create Task	Create Cancel		YESNO
	2g	Case Management	Request Information - Create Task	File Browse Create Cancel		YESNO
	2h	Case Management	Request Credit Search - ??? Not Working ???			YESNO
	2i	Case Management	Outstanding Activities (5/10) notification Displays task list - no display to further details or to change status Broker Tasks Lender Task My Tasks	Save Cancel On Task Accept Reject Cancel		YESNO
03	3A	Operations Hub	Overview of user, assignments (case managers & Underwriters) and unassigned cases	Assign unassigned cases		YESNO
04	4A	Tasks (Enhanced Tasks)	List of tasks Filter by: ALL (missing) Overdue Today Upcoming Available and filter by Role/Person	View application dashboard Reassign Defer Complete Cancel Review Upload Pay		YESNO
05	5a	Documentation	External link to lender documentation			YESNO
05	5b	Documentation	Upload general documents	Upload document		YESNO
06	6a	Manage User	Assign role attributes Role 1 Role 2 etc	Edit role		YESNO
	6b	Manage User	Manage Attribute	Save Cancel		YESNO
07	7a	Search	Search site wide? or applications? content searched? Seems to be a keyword search on applications page only Results are presented on application page as if filtered			YESNO
08	8A	Finova Lending Documentation	Error			YESNO
09	9a	Add/Edit list of solicitors	List of solicitors with search, sort and actions?	Add Solicitors Details		YESNO
	9b	Solicitors details	Form	Save Back		YESNO

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(Existing Features) - Broker Web

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