Order Management Release Notes – July 8, 2024

Summary

8 updates: 3 enhancements and 5 fixes for Order Management.

Enhancements

1. OM-11606 – Display Provider Documents in the Provider Section of the "All Docs" Popup. Ensures documents from providers appear in designated sections on the Order Details page.

2. OM-10229 – Rename and Alphabetize the List of Document Types. Reorganizes document type dropdowns alphabetically and removes generic prefixes (e.g., "Title Power of Attorney" becomes "Power of Attorney").

3. OM-11010 – Remove the Wire Received Icon from the Signing Completed Status. Relocates status updates to the dropdown menu and adds fields for date, amount, and comments.

Fixes

1. OM-4320 – Automatically truncates phone numbers exceeding 13 characters when creating title or appraisal orders, eliminating manual entry errors.

2. OM-9475 – Ensures cancelled appraisal and title orders move from the Active to Archived tabs on the pipeline screen.

3. OM-11147 – Resolves appraisal tabs functionality so uploaded appraisals display relevant information (Overview, Value Approach, Sales Grid, etc.).

4. OM-11474 – Ensures 1007 Comparable Rent Schedule appraisal products are delivered to borrowers.

5. OM-11558 – Fixes calendar feature positioning during property image zoom and ensures selected dates display correctly.