- DATE:
- AUTHOR:
- The Cotality Title Order Management team
Order Management Release Notes
Enhancement Overview
Enhancement Name | Order Management Website & Application | Encompass | Integration API XML | Other |
|---|---|---|---|---|
Title Allocation Logic Refresh – OM Fees | X | |||
Enhance User Management workflow – UI | X | |||
Broker Appraisal Allocation API only | X | |||
Add Branch Info to ClosingMarket providers in Title order | X | X | ||
Triserv Appraisal enhancement | X | |||
ServiceLink Disbursement Date API | X | |||
Wire Received new XML structure to lender | X | |||
ServiceLink Wire Received and Amount – API | X | |||
ServiceLink Docs Shipped status for API | X | |||
Resware inbound AP Support for extra XML variations for Wire Received and Shipped statuses Docs Shipped Status | X | X | ||
ServiceLink Estimated Close Date for API | X | |||
Planet Home Lending – property contact email address not populating on purchase orders | X | |||
PennyMac – Update "Copy From" functionality for Appraisal Table Allocations | X | |||
Triserv not getting Order Cancelled status when the order is reassigned – Prod | X | |||
PennyMac – Pull Estimated Close Date from Encompass issue – Prod | X | X | ||
PennyMac – Borrower Copy failing to send by mail | X |
Detailed Enhancements
Title Allocation Logic refresh for Order Management Fees (OM-3723)
Enhanced functionality to ensure fees are returned to the lender, based on the most recently allocated Title provider.
Enhanced User Management workflow for User Interface (OM-1491)
Enhanced functionality to present a second login page that allows a user who has multiple email addresses to select which account they want to access.
Broker Appraisal Allocation for API only (OM-3434)
Enhancement to appraisal order request API to include the Broker Name and Broker ID or the Broker Lookup ID so the data can be used for order allocation rules.
Add branch information to Closing Market Providers in Title Order (OM-3432)
Enhancement to Order Management's Title custom integration with Closing Market to send the branch name in the "myCustomBranchInfo" attribute so the title provider can use the branch information to drive workflow and reporting.
Triserv Appraisal enhancement (OM-3337)
Enhancement to Order Management's appraisal custom integration with AMC TriServ to send the 1004 desktop product in their specific format so they can accept the appraisal product.
ServiceLink Disbursement Date for API (OM-3488)
Enhancement to Order Management's custom title integration with ServiceLink for the provider to return the Title Disbursement Ledger Initial or the Title Disbursement Ledger Final document along with the data to reflect the actual disbursement date. This information populates the Order Management order status User Interface and is a change from today when there is only one Title disbursement selection and assumed the document uploaded date was the date of the disbursement.
ResWare wire Received and Amount for API (OM-3634)
Enhanced Order Management's custom appraisal integration with ResWare for the provider to return a status of "Wire Received" in the current Title status changed API including a required "Wire Received Date" and an optional "Wire Received Amount."
ServiceLink wire Received and Amount for API (OM-3489)
Enhanced Order Management's custom Appraisal integration with ServiceLink for the provider to return a status of "Wire Received" in the current Title status changed API including a required "Wire Received Date" and an optional "Wire Received Amount."
ServiceLink Docs Shipped Status for API (OM-3490)
Enhancement to Order Management's custom Title integration with ServiceLink for the provider to return a "documents shipped" status, along with the Shipping Date, Tracking Number and Carrier via API.
Resware Inbound AP support for extra XML variations for Wire Receive and Shipped Statuses (OM-3728)
Enhanced options for ResWare integrated Title providers to send open and closing tags in two additional XML formats — utilizing XML entities (opening <, closing >) or utilizing percent signs (opening %, closing -%). The new formats support the recently added "Wire Received" and "Documents Shipped" statuses.
ServiceLink Estimated Close Date for API (OM-3487)
Enhancement to forward the estimated close date to ServiceLink via the Appraisal API, when provided.
Planet Home Lending for property contact email address not populating on purchase orders (OM-3566)
Updated functionality to ensure the property access information is correctly populated for Purchase loans from Encompass.
PennyMac to update "Copy from" functionality for Appraisal Table Allocations (OM-3697)
Updated functionality to:
Reinstate the "Copy From" functionality for the appraisal allocation table
Add a pop-up box to be presented to the user, which provides more visibility into the "Copy From" functionality
Require the user to type the word "Delete" to confirm they want to move forward with the "Copy From" functionality to the destination table.
Triserv not getting Order Cancelled status when the order is reassigned (OM-2874)
Enhanced functionality so that when the lender has reassigned the appraisal order to another Appraisal Management Company, Triserv receives a cancellation notice in addition to a note.
PennyMac to pull Estimated Close Date from Encompass issue (OM-3730)
Updated functionality to ensure the Estimated Close Date populates from Encompass and is forwarded to the provider.
PennyMac Borrower copy failing to send by mail (OM-3539)
Updated functionality to retry the Borrower Copy Mail task for a designated amount of time prior to placing it in the Error Needs Attention status.
Contact Information
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