Order Management UAT/SIT Release – November 3, 2025

The Order Management UAT/SIT release scheduled for the week of November 3rd includes several key updates. Below are the details of what's included in this release and how it supports our ongoing efforts to improve system performance and user experience.

UAT deployment will begin on Monday, Nov. 3 at 11:00 AM CDT and is expected to conclude by 1:00 PM CDT.

SIT deployment will begin on Wednesday, Nov. 5 at 4:00 PM CDT and is expected to conclude by 6:00 PM CDT.

During this deployment window, you may experience intermittent connectivity issues. If so, please wait 5-10 minutes and then try again.

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Platform Enhancements

• Provider Email Notification Preferences (16844): We've enhanced the Notification Preferences functionality to give Providers more control over the email notifications they receive. This update helps reduce inbox clutter and ensures Providers stay informed about what matters most to them.

• Only Send Notifications After Order Accepted by Provider (16855): Email notifications will now be sent to Providers only after they have accepted an order. The sole exception to this rule is the New Order Notification, which will continue to be delivered immediately upon order creation.

• Allow Client and Provider to Enter Personal Email Address When Editing and Adding Users If 'Allow Personal Emails' is Enabled (16835): Clients and providers can now enter personal email addresses when adding or editing users in the Agents popup — if the "Allow Personal Emails" setting is enabled.

• Add Funder to NewOrder XML Inbound and Outbound (16859): We've expanded the NewOrder XML schema to include Funder Email information in both inbound and outbound API messages.

• Update Invitation Order and Invitation Reminder Emails to Include OM URL and Provider's User Guide (16972): We've updated the Invitation Order and Invitation Reminder emails to include helpful resources that support smoother onboarding and order management.

• What's New:

• Order Management (OM) URL is now included in the email, providing direct access to the platform.

• Provider User Guide is now linked, offering step-by-step instructions and best practices for providers.

• Reset Password link is now included, making it easier for Providers to perform this action when necessary.

• Order Management Order Reference ID (RefID) is now included, making it easier for the CX team to support questions and issues with specific orders.

• Benefits: These additions make it easier for providers to get started quickly, access the system efficiently, and understand their responsibilities—leading to fewer delays and improved order handling.

• Display Invitation Orders In the Active and Archive Tabs When the Order is Accepted or Cancelled (15625): We've improved how Invitation Orders are displayed across tabs to provide better visibility and tracking throughout the order lifecycle.

• What's New:

• Accepted Invitation Orders: Now appear in the Active tab once accepted. From there, they follow standard workflow rules to move to Completed, Archive, etc.

• Cancelled Invitation Orders: Now appear in the Archive tab for easier reference and auditability.

• Statuses Remaining on the Invitation Orders Tab: The following statuses, among others, will continue to display only on the Invitation Orders tab:

• Order Expired

• Declined

• Invitation Email Sent

• Invitation Email Reminder Sent

• Benefits: This update improves transparency and ensures that Invitation Orders are visible in the appropriate workflow stages, making it easier for users to manage and track order status.

Issue Resolutions

• Invitation Orders Getting Auto Declined (16817): We updated the logic in the Order Invitation email link that resolved an issue where Invitation Orders sent to new Providers were instantly declined.

Please do not hesitate to contact your Client Success Manager with any questions. You can also reach out to the Cotality CX Team at ordersupport@closing.com or 866-256-7464.