Order Management Release Notes – July 29, 2024

OM-11939

Update All Docs Popup View – This fix updates functionality so that all documents uploaded by the Provider are displayed in the "From Provider" section of the All Docs popup. Prior to this fix, in certain instances documents uploaded by the Provider were displayed with the Lender documents.

X

OM-12123 Epic: OM-9949

Order Notes Duplicated after Sending the Signing Request with Multiple Signing Events and Borrowers – This fix addresses the duplication of notes when a Signing Request is completed with multiple signings and borrowers.

X

OM-11072

Inspection Completed Status Not Sent to Lender – This fix corrects logic so that the Inspection Completed Status is sent to the Lender when the Inspection Completed event is received from the appraisal Provider. Prior to this fix, the Inspection Completed Status was not sent to the Lender if the last status on the appraisal order was either Appraisal Uploaded or Completed.

X

OM-11851

Calendar Feature Status Dates – This fix updates the logic so that when a date is selected using the calendar feature for Inspection Schedule or Pending Inspection, the selected date is reflected on the Order Status screen. Prior to this fix, when the User selected a date for either the Inspection Schedule or Pending Inspection, the date was not shown on the Order Status screen.

X

OM-11584

Title Order Zip Code Configuration – This fix corrects logic so that when a Lender chooses to disable the Zip code look-up functionality in Order Management, the Lender can enter the subject property City, State and County when creating a title order. Prior to this fix, the subject property City, State and County was determined by the Zip code regardless of the Lender configuration and the user was not able to enter the information.

X

OM-10285

Order Grid Unable to Search with Loan Number – This fix updates the logic so that a User can search for an appraisal order by entering a loan number in the 'Find' feature located on the Appraisal Order list. Prior to this fix, the User was not able to successfully search for an appraisal order by entering a loan number on the appraisal 'Find' feature.

X

OM-7716

Remove 'Texas A&M Geoservices' URL Link in Dashboard Footer – This fix removes the 'Texas A&M Geoservices' hyperlink from the Order Management dashboard footer. Prior to this fix, if a user clicked on the 'Texas A&M Geoservices' hyperlink they were presented with an error message.

X