- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes — October 26, 2022
Product Release Notes: October 26, 2022
Enhancement Overview
Enhancement Name | Order Management Website & Application | Encompass | Integration API XML | Other |
|---|---|---|---|---|
New Title Products – Implementation Allocation Logic | X | |||
Add New Title Products – Part 2 Web UI Title Order | X | |||
New Title Products – Inactive / Archive Tab | X | |||
New Title docs Upload | X | |||
Loan Program Code Title Order UI & Fee | X | |||
Loan Program Code Allocation Title State Table UI | X | |||
Loan Program Code Allocation Title Logic | X | |||
Loan Program Code "Copy From" Allocation Title Logic | X | |||
Loan Program Code – Order Notes | X | |||
Title – Solar Lien SDK | X | |||
Document Delivery Handling – PennyMac (PBDI) | X | |||
Add e-mail for Title Provider | X | |||
Expand PennyMac Data Dump | X | |||
Old Republic Docs Shipped Status | X | |||
Update Access Contact for Refinance Loans | X | X | ||
Update Access Contact for Purchase Loans | X | X | ||
Add Hover Text/Tool Tip to Provide Clarity for the E-Disclosure Consent Checkbox | X | |||
Loan Program Code Enhancement – API | X | |||
Title – Solar Lien PSDK | X | |||
PennyMac Broker Direct Integrated Standard Integration Order Cancelled status not sent to Penny – PROD | X | |||
Underwriting Findings not visible after loading the loan information in SIT | X | |||
Minimum Length Password Incorrect when set to higher value | X | |||
Purchase Agreement did not upload on order creation Issue – PROD | X | |||
CLOSINGCORP – Not able to upload a Word Document – Prod and SIT | X | |||
PennyMac Receiving Error Messages for IsContactLegacy and Mailing Address Fields Even Though They are Completed | X |
Enhancement Detail
Expanded Title product offerings (OM-1758) Order Management can now support the expanded Title products listed below: Title Commitment/Binder, Attorney Opinion Letter, Deed Report, Title Report, Property Report, Alta Jr., Limited Coverage Product, Title and Closing, Title Only, Closing and Escrow, Notary Closing, Closing Only. As a result of the expanded Title products, related updates were made to support this offering.
Allocation Updates (OM-3710) This enhancement ensures the selected title product created on the API or Web is routed to the correct provider based on the configuration percentages on the allocation screen.
Order entry screen updates (OM-4107) Updates were made to the order entry screen as part of this release.
Order Work Queue Updates (Inactive and archive) (OM-3658) This enhancement allows a lender to select when an order should be moved from active to archived status, based on either 45 or 60 days of inactivity — inactivity is defined as: no status change, no document uploaded, no note entered.
New Title docs Upload (OM-4332) This enhancement adds the green upload arrow on the Order Management Order Status screen, previously missing from the following documents: Alta Jr., Limited Coverage Product, Title Report, Title Deed, Title New Deed. The green arrow allows the user to upload the documents to Encompass from the Order Status screen.
Loan Program Code (Epic OM-4050) Epic tracking the Loan Program Code initiative below.
Loan Program Code Title Order screen and Fee (OM-3877) This enhancement adds a place to enter a Loan Program Code dropdown on the Title Order Entry and Fees screen for future use.
Loan Program Code Enhancement – API (OM-4272) This story adds the capability for a lender to send a Loan Program Code via API to the title provider.
Title – Solar Lien (OM-2713) This feature enhances the title order request functionality with the ability to pull the solar lien information from Encompass.
Add multiple Email addresses for Title Provider notifications (OM-2485) This enhancement provides an explanation for how a user can enter multiple email addresses for Title Provider notifications. Help text is "Add multiple Email addresses separated by a semicolon."
Update Access Contact for "Purchase" and "Other" Loans (OM-4379) Updating functionality to add: <EveningPhone> to the Contact Node for the Purchase Order XML; an order attribute for contact Email; and a Home Phone field to the Access Information section for Purchase and Other loan purposes.
Update Access Contact for Refinance, Reverse and Equity Loans (OM-2878) Updated functionality to add: a Property Access Contact node to the Refinance Order XML; an order attribute for contact email; and an Email field to the Access Information section for Refinance, Reverse, and Equity loan purposes.
Fixed Issues
Underwriting Findings not visible after loading the loan information (OM-4330) Updated functionality to ensure the Underwriting Findings field is visible in the Appraisal Order Entry screen.
Source: Order Management Release Notes archive, published October 26, 2022.