Order Management Production Release – October 15, 2025

The Order Management Production release scheduled for October 15th includes 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.

Production deployment will begin at 10:00 PM CDT and is expected to conclude by 3:00 AM CDT.

During this deployment window, you may experience intermittent connectivity issues. If so, please wait 5-10 minutes and then try again.

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Platform Enhancements

• Update Order Note Task and Service Events to Differentiate Between Title and Closing (14729): Order Note Tasks and Service Events have been updated to clearly differentiate between Title and Closing orders within the EPC workflow. This enhancement improves clarity and event tracking, enabling users to more easily identify and manage Title-related versus Closing-related notes.

• Update Order Status Panel When Lender Approves or Declines a New Agent User Request (16476): We resolved an issue where the Order Status Panel did not update appropriately when a Client approved or declined a New Agent User Request.

• Resend New Agent User Email to New Agent Three Times After Initial Email at 24-Hour Intervals (16479): We improved our process to ensure the Title and Settlement Agents receive their order access email as expected. If the initial "New Agent User" email is not acted upon after 24 hours, the System will automatically resend it up to three times at 24-hour intervals.

• Update Schedule Signing Request to Indicate Rescheduled on Subsequent Requests (16451): We've enhanced the Schedule Signing Request process to clearly indicate when a signing has been rescheduled for those Lenders using the legacy ScheduleSigning request. Initial requests received will continue to reflect the status of Signing Scheduled. All subsequent requests will now reflect the status of Signing Rescheduled. This update resolves a key integration issue with providers who rely on the Rescheduled flag in the new SigningRequest XML to correctly process rescheduled appointments.

User Experience Improvements

• Add New Workflow Panel to Title Provider Order Detail Page (15470): We improved the Title Provider user experience by adding a new visual Order Status Workflow panel to the Provider's Order Detail page, which displays the tasks that must be completed on the Order. Enhancements include an interactive task bar that shows the tasks to be completed on the order. Additionally, the Provider can perform the task by clicking the button associated with the required step. The System will pre-select the required options to support the update. For example, if the task to be completed is provide Signing Confirmation information, when the button is clicked, the Signing Confirmation status popup will be displayed for data entry.

• Update Agents Button for Provider Users to Reflect Accurate Status of Agent Users (16475): We resolved an issue where the Agent List popup did not accurately reflect the current status of the New Agent User requests.

• What's Improved:

• New Agent User Requested: Displays immediately after a provider submits a request, along with the date and time of submission.

• Status of Request:

• Access Email Sent: Displays after lender approves the request, with a "Resend Link" button.

• New Agent User Request Declined: Displays after lender declines the request, along with the date and time of the decision.

• Order Cancelled: All buttons are disabled to prevent further actions.

• These updates provide clearer status tracking and improve the overall user experience when managing agent requests.

• Remove the Green Plus Icon from Status Panel When the Workflow Panel is Displayed to Web Providers (16480): We've removed the Green Plus icon from the Status Panel when the Workflow Panel is displayed to Web Providers. This change helps reduce visual clutter and keeps the focus on active workflow tasks.

• Add Agent User Dropdown to Add New Agent Screen in the Agents Button (16420): To streamline agent assignment and reduce manual data entry, a User dropdown has been added to the Add New Agent screen, accessible via the Agents button. This enhancement allows users to quickly select from a list of existing agent users associated with the Provider Office, improving efficiency and consistency in agent setup. Once a user is selected, related fields are automatically populated and locked to prevent accidental changes, ensuring data accuracy and saving time during order processing.

Integration Enhancements

• Enhanced Order Note Messaging: Support for Additional Fields from Providers via API (15992): We've expanded the fields that Title Providers can supply in the Order Notes sent via API in order to improve clarity and collaboration across the order workflow. The following new fields are now supported in the OrderNoteAdded API message from the Provider and are sent to the Lender:

• Subject Line: Optional free-form text to summarize the note.

• Message Type: Closing, Closing Delayed, Curative, Signing, Title, Title Delayed.

• Critical: Optional flag to indicate urgency.

• Requires Action: Optional flag to signal that follow-up is needed.

• These enhancements ensure that Lenders receive more structured and actionable information from Providers, helping teams prioritize and respond more effectively.

• Update AddOrderNote from Lender to Include Additional Fields and Send to Provider (16264): We improved the AddOrderNote feature from the Lender to include the following additional fields:

• Critical: Optional flag to indicate urgency.

• Requires Action: Optional flag to signal that follow-up is needed.

• Message Type: Closing, Closing Delayed, Curative, Signing, Title, Title Delayed.

• This enhancement helps Providers receive clearer, more actionable information, streamlining collaboration and reducing follow-up.

• Add Title RefID to Outbound OrderNoteAdded to Provider (16001): We improved our integration with Provider systems to include the Title RefID in outbound OrderNoteAdded messages. This enhancement ensures better traceability and alignment between internal order data and provider systems, supporting smoother downstream processing and reconciliation.

• Add Title RefID to Outbound Document Message to Provider (15997): We improved our integration with Provider systems to include the Title RefID in outbound document messages. This enhancement strengthens data traceability and ensures more consistent linkage between internal title records and provider communications.

Issue Resolutions

• Missing SigningTime Extension Field (16628): We resolved an issue where the signing time extension (time including AM or PM) sent by the provider was not being uploaded to Encompass for certain status messages.

• Impacted Status Messages: Signing Completed, Signing Confirmed, Signing Not Completed, Signing Not Confirmed.

• Lock Down Fields Inconsistent Across EPC Instances (15623): This fix addresses an issue where Users were able to edit data on EPC title orders that are intended to be sourced from Encompass. This change ensures that Encompass remains the single source of truth for critical order information and prevents discrepancies caused by manual edits in Order Management.

• Popup Window Title Corrected on Transaction Types Tab (15643): This fix corrects the title of the popup window on the Transaction Types tab, which was previously mislabeled as 'Product Type'.

• Corrected Document Display Name on UI (16493): This fix resolves an issue when a document was sent to the Provider, the Order Management UI incorrectly displayed the document category instead of the file name on the hyperlink located on the Documents UI.

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

Cotality CX Team ordersupport@closing.com 866-256-7464