Customization Toolkit

Workshop allows Loan Origination Studio customers to customize or expand virtually any part of Loan Origination Studio's core application modules (Agent, Processor or Closer). With Workshop, customers can modify and add screens, workflow, interfaces and reports to meet current or future needs- anything from unique call center scripting screens to additional cross marketing data elements.

Workshop uses industry standard tools such as HTML editing and Visual Basic Scripting enabling lenders to quickly develop and implement new changes.

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Joint Development Environment

Workshop is part of the Joint Development Environment, which allows lenders and Metavante to jointly manage software changes for all users of Agent, Processor and Closer applications, whether in stand-alone, thick-client or thin-client configurations. Lenders can run Workshop on a local PC and upload custom changes to a centralized web-based file server. Modifications start in model environment, move through the QA process and finally to production environments when ready for automatic distribution to end-users.

Part of the complete LOS Solution

Workshop is an add-on tool for Loan Origination Studio (LOS). The core application modules are:Agent (point-of-sale), Processor (processing & underwriting) and Closer (closing). Other add-on modules include LoanPortal (services), DataSynch and FileSynch Servers (data and loan file synchronization).

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	Key Features

Tools:

Screens:

Modify and add unlimited screens using industry standard HTML editor.

Workflow:

Customize order of screens in application and hide screens not used by lender.

Interfaces:

Visual Basic scripting allows lenders to build interfaces to third party systems.

Fees:

Lender enters custom fees and cost patterns using LOS, and publishes changes with Workshop.

Forms:

Develop custom forms using VMP I-32 design tool, and publish changes with Workshop.

Reports:

Develop custom forms using Microsoft Reporting Service and publish changes with Workshop.

Environments:

Progress from model to production environments using Workshop and FileSynch Server.

Distribution:

Select production environment to automatically publish changes to all specified users.

Managing Files

The customer can create new files, check in/out and undo checkout of files, deploy files to the Studio Online server, view the file details, publish files and revert back to default files if necessary.

Building Screens

The customer can design and script tabs, add controls to a screen, and customize navigation.

Workflow Tools

Allows the customer to easily find the database fields, the database field on a screen and the screens in LOS Agent that they want to customize.

Workflow Browser

Displays the entire workflow chart for the lender, environment and role; shows links for each tab; shows menus, toolbars, navigation settings and screen lists for each link.

Workflow Browser