DATE:
AUTHOR:
The Cotality Title Order Management team

Order Management Release Notes 16

DATE:
AUTHOR: The Cotality Title Order Management team

Enhancement Overview

The preliminary product release notes for February 22, 2023 introduce eleven improvements across Order Management systems. Key enhancements include support for new bundled title and closing products, implementation of automated title product selection logic, and expanded data fields for wire transfers and borrower information.

Jira ID

Enhancement Name

Order Management Website & Application

Encompass

Integration API XML

OM-4951

New Bundled Title/Closing Products – Config

X

X

OM-5112

Add Lien Position Field to Fee Request

X

OM-5142

Support Title 'Product Select' Logic

X

OM-5188

Add Cash Out Indicator to Title Order Notes

X

OM-5280

Add Account Name to Wire XML

X

X

X

OM-2305

Include Number of Units in Title and Appraisal Orders

X

X

OM-5246

Update Allocation Functionality – Capture Order Date for Rule

X

OM-5247

Update Allocation Functionality – Remove State from Rule Logic

X

OM-5249

Update Borrower and Co-Borrower Phone Number Mapping

X

X

OM-5271

Pass Borrower and Co-Borrower Suffix in New Order XML

X

X

OM-5273

TX AMC Fee Mapping

X

Enhancement Details

OM-4951 – New Bundled Title/Closing Products Configuration

This update enables ordering of bundled Property Report & Closing and Title & Closing (Legacy Product) through the Title Order Screen and API, with selections based on lender and provider configurations.

OM-5112 – Add Lien Position Field to Fee Request

The feature sends lien position elements (First or Subordinate) and specific positions (1, 2, 3 or 4) to title providers for accurate fee calculations.

OM-5142 – Support Title 'Product Select' Logic

Lenders can establish product selection rules based on loan purpose, loan type, loan program code, lien position, and loan amount, automating title product selection.

OM-5188 – Add Cash Out Indicator to Title Order Notes

The update adds Refinance Type designation and an Add-On Cash Out indicator to title order notes for providers without integration support for these elements.

OM-5280 – Add Account Name to Wire XML

Title providers can now return Account Name in wire instruction data for mapping to Encompass when requested.

Fixed Issues

OM-2305 – Include Number of Units in Title and Appraisal Orders

System now retrieves unit count from Encompass and forwards to providers for both appraisal and title orders.

OM-5246 & OM-5247 – Update Allocation Functionality

Enhancements ensure proper allocation rules performance by capturing order dates and refining rule logic parameters.

OM-5249 – Update Borrower and Co-Borrower Phone Number Mapping

Work phone numbers now correctly populate the daytime phone node in New Order XML across standard integrations.

OM-5271 – Pass Borrower and Co-Borrower Suffix in New Order XML

Borrower and co-borrower suffixes are now transmitted to integrated providers in title orders when present.

OM-5273 – TX AMC Fee Mapping

Texas AMC fees can now be separated from overall appraisal fees when needed.


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