Order Management Release Notes 13

Enhancement Overview

This January 18, 2023 product release introduces significant improvements across Order Management, Encompass Integration, and API XML functionality. Key enhancements include translating provider acknowledgments to order statuses, implementing eSigning indicators, and expanding dashboard capabilities.

Enhancement Details

OM-4372 (Epic OM-4282): Translate Title ACK/NACK to Order Accepted or Order Declined

This capability transforms provider system acknowledgments: "an ACK from the Provider's system to Order Accepted and a NACK from the Provider's system to Order Declined." Order Declined signals that the Title Order failed processing or provider rejection. (Internal/External)

OM-4373 (Epic OM-4282): Create and Receive New Status Message of Order Declined from Title Provider

Providers can now return an "Order Declined API message, which will update the Order Status and communicate to the Lender that the order will not be completed." (Internal/External)

OM-3719 (Epic OM-4282): Update Title Order Status to Order Accepted When an OrderAccept Message is Received

When providers return an OrderAccept message, "the Order Status [will be updated] and communicate to the Lender that the order is accepted." (Internal)

Workflow Implementation Note: Order Management has established a new workflow enabling Title Providers to accept or decline orders via ACK/NACK or standalone OrderDecline API. Contact your Client Success Manager to utilize this workflow. (External)

OM-4027 (Epic OM-4670): eSigning Indicator – API

An eSigning value has been incorporated into the Title Order Request and Schedule Signing API, allowing lenders to communicate when a transaction is eligible for eSigning. (Internal/External)

OM-4669 (Epic OM-4670): eSigning Indicator Title Order Screen

The Title Order Request screen now includes an eSigning value so lenders are able to communicate when a transaction is eligible for eSigning. (Internal/External)

OM-4707 (Epic OM-4670): Closing Information Order Detail

A new Closing Information section has been added to the Order Details screen, displaying Scheduled Closing Date, Scheduled Closing Time, and eSigning Digital Closing (Yes or No) after Title Order creation. (Internal/External)

OM-4706 (Epic OM-4670): eSigning Indicator Signing Detail

The Signing Detail screen now displays eSigning (Yes/No) status, which is transmitted to Title Providers in the Schedule Signing API and Order Notes. (Internal/External)

OM-4846 (Epic OM-4861): Title Default to Equity when Encompass Loan Purpose Equals Other and EQUITY

Logic has been added to differentiate, based on data received from Encompass, whether the Loan Purpose on a Title Order should be Equity or HELOC. Production deployment scheduled for February 9. (Internal)

OM-4981 (Epic OM-3560): Client Dashboard Enhancements – Title

The Title Provider Detail screen now includes additional columns: (Integration) Type, Provider ID, State Names Count (number of aliases), Branches Count, and Clients (listing client codes). (Internal)

OM-4982 (Epic OM-3560): Client Dashboard Enhancements – Broker

The Broker Detail screen displays new columns: Broker ID (Order Management), Lookup ID (Lender's Broker ID), Address, City, State, Zip Code, Phone, and Number of Users on Broker Account. (Internal/External)

OM-4983 (Epic OM-3560): Client Dashboard Enhancements – AMC

The AMC Detail screen now shows: (Integration) Type, AMC ID, URL, Auth Type, Data Format, Card Processor Type, Login (username), and Clients. (Internal)

OM-4869: Add Notes to the Lender Admin Screen in Order Management

A notepad has been added to the Admin/Client Detail/General Tab, enabling users to Add, Save, Edit, and Delete notes. Each note includes Date Timestamp, Author, Subject, and Description. (Internal)

OM-3504: Title Wire Amount Encompass Mapping in Order Management Admin

Lenders now have the option to have Title Wire Received Amount sent to Encompass. (Internal/External)

OM-4737: Revision Handling MISMO Title Data (UTDS)

The order status and All Docs screen have been updated to distinguish between initial and subsequent uploads. When a Provider uploads the Universal Title Data Set (UTDS) multiple times, the word "Revised" appears after subsequent upload names. (Internal)

Fixed Issues

OM-4705: Add Logging for Planet Home Encompass Proxy

Logging has been added to investigate the root cause of duplicate folders when appraisals are ordered and received. (Internal)

OM-3333: Kind Lending – Update Appraisal Payment Request Email Template

The Appraisal Payment Request email template was updated to remove the text referencing a specific employee's contact information. (Internal)

OM-4739: Updating Order Management to Read the Default Value of the Fees Mapping Question

Functionality was corrected to ensure the fee response is returned from SmartFees by using the default values when the question map is not configured. Previously, the system was not identifying the default value for the questions, resulting in no fee response being returned. (Internal/External)

OM-4006: New Appraisal – Update Screen Behavior for Missing Values

The Appraisal Order screen now allows users to update information when required information was missing on the screen prior to hitting Submit. Previously, when the user failed to input information within a required field and selected Submit, the system returned an error. However, the user was unable to complete the information and submit the order. (Internal)

OM-3323: Lakeview – Add Title Property Detail XML to SoftPro Integration

Functionality was updated to ensure TitlePropertyDetail XML is included with the SoftPro integration. (Internal)

OM-2327: Fees Screen – Enhancement to Remove 500 Error Message

The Fees screen now displays an Invalid Zip Code error message when an invalid zip code is entered, rather than a generic error. (Internal/External)

OM-4975: Standard Title Provider API – Get Requests

Standard integrated Providers can now pull data via three requests: OrderStatusRequest, OrderDocumentsRequest, and OrderNotesRequest. OrderTasksRequest has been removed from documentation as it is no longer needed. (Internal/External)

OM-4838: New Day Integration Order Request

Functionality was updated to ensure all documents included in the Order Request are routed to the Provider. (Internal)

OM-3683: First Citizen's – Send Information to Encompass

The following information is now sent to Encompass when received: Vendor Title ID, Title Ordered Date, and Clear to Close Date. (Internal)

OM-3110: PennyMac – Sending Multiple Completed Status Change Messages to ServiceLink

ServiceLink integration was corrected to send the Completed Status Changed message only when the Appraisal Completed event is received. Previously, ServiceLink received multiple status messages from: Appraisal Completed, UCDP Successful, Copy Sent to Borrower, Borrower's Copy Mailed, and Borrower's Copy Viewed events. (Internal)

OM-5097: Short-Term Fix – Defect AMC Name Sent to Encompass with LLC at the Front

The database Name field was updated for AMC companies with commas in their names. Previously, names like "Community Bank Real Estate Solutions, LLC" appeared as "Llc Community Bank Real Estate Solutions." A spike story was created to investigate this systemic issue. (Internal)

OM-4738: Penny Mac – Solidifi Cancel Order Gets to AMC Cancelled Status

Solidifi Provider integration was corrected so that when an AMC Cancelled notification is received, the system will verify that the order has been cancelled by the Lender. Previously, lender cancellations triggered an AMC Cancelled response, creating a loop that kept orders active. (Internal)