DATE:
AUTHOR:
The Cotality Title Order Management team

Order Management Release Notes – June 28, 2023

DATE:
AUTHOR: The Cotality Title Order Management team

Overview

This preliminary product release delivered 10 enhancements and addressed 4 fixed issues, focusing on title and appraisal order management capabilities.

10 Enhancements

Jira ID

Enhancement

Website/App

Encompass

API XML

Other

OM-6471

Add State Selection to Title/Closing Product Rules

X

OM-6060

Add Post Closing Title Documents

X

X

X

OM-6061

Support Title Recycling Order Requests

X

X

OM-6472

Title Report Enhancements for Global Title Products

X

OM-6402

Add Parties Information Detail to Title Order Notes

X

X

OM-4387

Title Order Summary Update

X

OM-6691

Appraisal – Enhance Product Selection Options for Equity Loan Type

X

OM-5490

Correct Appraisal Default to Equity When Encompass Loan Purpose = 'Other' and 'EQUITY'

X

OM-6369

Secondary Appraisal Order

X

OM-6214

Move the Loan Amount Field on the Title Order Entry Page

X

X

Key Updates:

  • State-specific product selection rules for lenders

  • Title providers can submit post-closing documents (recording fee receipts, corrected documents)

  • "Recycling" capability for previous title commitments with new loan numbers

  • Non-borrowing spouse information added to title order notes

  • Enhanced appraisal product selection for equity loan types

4 Fixed Issues

  • Provider dropdown filtering to exclude disabled options

  • Encompass mapping updates for loan amount and principal fields

  • Complete contact name display in order detail access information

  • Lender allocation table "Empty" functionality corrected


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