- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes 16
Enhancement Overview
The preliminary product release notes for February 22, 2023 introduce eleven improvements across Order Management systems. Key enhancements include support for new bundled title and closing products, implementation of automated title product selection logic, and expanded data fields for wire transfers and borrower information.
Jira ID | Enhancement Name | Order Management Website & Application | Encompass | Integration API XML |
|---|---|---|---|---|
OM-4951 | New Bundled Title/Closing Products – Config | X | X | |
OM-5112 | Add Lien Position Field to Fee Request | X | ||
OM-5142 | Support Title 'Product Select' Logic | X | ||
OM-5188 | Add Cash Out Indicator to Title Order Notes | X | ||
OM-5280 | Add Account Name to Wire XML | X | X | X |
OM-2305 | Include Number of Units in Title and Appraisal Orders | X | X | |
OM-5246 | Update Allocation Functionality – Capture Order Date for Rule | X | ||
OM-5247 | Update Allocation Functionality – Remove State from Rule Logic | X | ||
OM-5249 | Update Borrower and Co-Borrower Phone Number Mapping | X | X | |
OM-5271 | Pass Borrower and Co-Borrower Suffix in New Order XML | X | X | |
OM-5273 | TX AMC Fee Mapping | X |
Enhancement Details
OM-4951 – New Bundled Title/Closing Products Configuration
This update enables ordering of bundled Property Report & Closing and Title & Closing (Legacy Product) through the Title Order Screen and API, with selections based on lender and provider configurations.
OM-5112 – Add Lien Position Field to Fee Request
The feature sends lien position elements (First or Subordinate) and specific positions (1, 2, 3 or 4) to title providers for accurate fee calculations.
OM-5142 – Support Title 'Product Select' Logic
Lenders can establish product selection rules based on loan purpose, loan type, loan program code, lien position, and loan amount, automating title product selection.
OM-5188 – Add Cash Out Indicator to Title Order Notes
The update adds Refinance Type designation and an Add-On Cash Out indicator to title order notes for providers without integration support for these elements.
OM-5280 – Add Account Name to Wire XML
Title providers can now return Account Name in wire instruction data for mapping to Encompass when requested.
Fixed Issues
OM-2305 – Include Number of Units in Title and Appraisal Orders
System now retrieves unit count from Encompass and forwards to providers for both appraisal and title orders.
OM-5246 & OM-5247 – Update Allocation Functionality
Enhancements ensure proper allocation rules performance by capturing order dates and refining rule logic parameters.
OM-5249 – Update Borrower and Co-Borrower Phone Number Mapping
Work phone numbers now correctly populate the daytime phone node in New Order XML across standard integrations.
OM-5271 – Pass Borrower and Co-Borrower Suffix in New Order XML
Borrower and co-borrower suffixes are now transmitted to integrated providers in title orders when present.
OM-5273 – TX AMC Fee Mapping
Texas AMC fees can now be separated from overall appraisal fees when needed.
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