Updated UAT/SIT Release

The Order Management UAT and SIT releases scheduled for the week of July 14 include 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.

Please note, to enhance our testing validation and remediation processes going forward, User Acceptance Testing (UAT) and System Integration Testing (SIT) deployments will be separated. A new calendar will be published that outlines our new release schedule.

UAT deployment will begin on Monday, July 14 at 11:00 AM CDT and is expected to conclude by 1:00 PM CDT.

SIT deployment will begin on Wednesday, July 16 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.

We continue our commitment to improving Order Management with new enhancements, performance improvements, and issue resolutions that provide a better experience for our users. This release includes platform enhancements and issue resolutions to streamline operations and enhance usability.

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Platform Enhancements

• Update Provider Search Auto-Search Using Name and City Only: We improved the search results received when performing a Provider Search from the Order Management (OM) Title Order Entry screen when the auto-search feature in enabled for Encompass Users. Previously, OM used the Provider's full Name and their full Address to find a match, which was far too limiting, resulting in many duplicate accounts being created. The auto-search now uses only the Provider Name and City in order to receive a larger batch of results.

• Update Endpoint to Process SigningRequest from EPC: We have added the ability to accept Signing Requests from Encompass (through the EPC interface) using the Service Order Update (SOU) functionality, which sends the request to Order Management automatically without requiring user intervention. Signing requests can still be submitted manually via the Cotality Order Detail page once an order has been placed.

User Experience Improvements

• Add Borrower Name to Login Selection Page: We improved the Title Provider login process for those Providers who have multiple User accounts. This improvement will now display up to five of the most recent Borrowers (last name only) for each User Account on the Login page so that the Provider User can identify the account they should login to.

• Disable All Functionality Except Notes on the Order Detail Page Until the Provider Accepts the Order: We resolved an issue where a Provider User was able to upload documents to an order that had not yet been accepted by them. Going forward, the only action a Provider may take before Accepting or Declining an order is to send a Note to the Lender in case there is a question. All other functionality has been disabled.

• Add Decline Link to New Order Invitation and Email Reminder: We improved the Title Order Email Invitation process by including a link to decline the order in the email message itself. Doing so allows the Provider to decline an order without first having to set up an account and/or contact the Support Team for assistance. This enhancement is now available in the initial Invitation email as well as all subsequent Invitation Reminder emails.

Issue Resolutions

• Subject Line Displaying Incorrectly on Submitted Notes: We resolved an issue when a User created an order note, the correct subject line text did not appear when the note was submitted.

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

Order Management Support Weekdays: 6 a.m. – 5 p.m. PST (866) 256-7464 ordersupport@closing.com