DATE:
AUTHOR:
The Cotality Title Order Management team

Production Release – July 12, 2023

DATE:
AUTHOR: The Cotality Title Order Management team

Production Product Release Notes July 12, 2023

Overview

This production release delivered 9 enhancements and 4 fixed issues addressing title, closing, and appraisal functionality across multiple platforms.

Enhancements (9 Total)

Jira ID

Feature

Scope

OM-6471

State-specific product selection rules for title/closing

Order Management Website & Application

OM-6060

Post-closing title documents (recording fees, corrected documents)

Order Management, Encompass, Integration API

OM-6061

Title commitment recycling with new loan numbers

Order Management, Integration API

OM-6402

Non-borrowing spouse information in title order notes

Order Management, Integration API

OM-4387

Enhanced title order summary accuracy

Order Management Website & Application

OM-6691

Expanded appraisal product options for equity loans

Order Management Website & Application

OM-5490

Corrected appraisal defaults for HELOC/equity loan types

Order Management Website & Application

OM-6369

Editable fields for secondary appraisal orders

Order Management Website & Application

OM-6214

Relocated loan amount field into loan information section

Order Management, Encompass

Enhancement Detail

OM-6471 – State-Specific Product Selection Rules "This feature allows Lenders to configure state-specific Product selection rules."

OM-6060 – Post-Closing Title Documents "This feature allows Title Providers to send the following documents to their Lenders: Recording Fee Receipt, Corrected Post Closing Document."

OM-6061 – Title Commitment Recycling "This feature allows Lenders to request Title Providers to 'recycle' a previous Title Commitment with a new loan number instead of issuing a new Title Commitment."

OM-6402 – Non-Borrowing Spouse Information "This feature adds non-borrowing spouse information to the Notes sent to Title Providers on a Title order."

OM-4387 – Title Order Summary Accuracy "This feature enhances the Title Order Summary table to reflect the correct Title/Closing product that was ordered."

OM-6691 – Expanded Appraisal Product Options for Equity Loans "This feature allows all Appraisal Products to be selected when Loan Purpose is 'Equity.'"

OM-5490 – Corrected Appraisal Defaults for HELOC/Equity Loans "This feature ensures a HELOC Loan Type is applied when applicable and not for all Equity products."

OM-6369 – Editable Fields for Secondary Appraisal Orders "This feature ensures order entry fields are editable when a secondary Appraisal Product is ordered on a loan."

OM-6214 – Loan Amount Field Relocation "This update moves the Loan Amount field into the Loan Information section where the other loan-related information is displayed."

Fixed Issues (4 Total)

OM-6822 – Disabled Providers Excluded from Dropdown "This fix updates the Provider dropdown on the Title Order Entry page so that the disabled Providers do not appear."

OM-6752 – Corrected CCOM Mappings "This fix updates the mappings from Encompass to CCOM for the Original Loan Amount and Unpaid Principal fields."

OM-5932 – Full Contact Names Displayed "This fix updates the Contact name within the Access Information section of the Order Detail screen so that the complete Contact name appears."

OM-6954 – Allocation Table "Empty" Function Corrected "This fix updates the 'Empty' functionality for Allocation tables so that when selected, the appropriate table is emptied and removed from the list of allocation tables."


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