Order Management Release Notes – September 9, 2024

OM-12668

Add OAuth Functionality for Outbound Messages for Standard Integration Type. Adds the ability for standard integrated Title Service Providers to utilize OAuth functionality.

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OM-12738

Receive Contact Name, Phone, and Email in Commitment XML. Adds Title Company Contact, Contact Email, and Contact Phone fields to the Commitment XML.

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OM-12739

Create Ability to Upload Custom Cover Letter for Email Delivery. Allows a custom cover letter to be included with appraisals delivered via email, conforming to the new Reconsideration of Value regulations.

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OM-12770

Update the Tax Form and Information Displayed in the Status Panel. Removes the calendar from the Property Tax Start Year field, which is now open text so a 4-digit tax year can be entered; standardizes the display of dollar amounts in the Tax Data Received status section.

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OM-12772

Remove Asterisk and Stop Making the Following Fields Required to Create an Order. Updates functionality on the Title Order Entry screen to remove the required entry of the Orig Loan Amt, Orig Loan Date, and Unpaid Principal fields for Refinance and Equity loans based on certain criteria.

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OM-12829

Add New Loan Program Code – Streamline. Adds a new Program Code selection, "Streamline," to the Title Order so Lenders can identify Streamline Refinance loans on their Title orders.

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OM-12505

Date Picker > Add Status > Wire Sent Missing Calendar Icon. Corrects logic so that when the Wire Sent status is selected on the Title Order Status screen, the Calendar icon is present within the Date Wire Sent field. Prior to this fix, a minus sign was present instead of the Calendar icon.

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OM-12731

Loan Officer Users Dashboard Queue Not Populating. Updates logic so Loan Officers are able to view Title and Appraisal Orders assigned to them on the Order Management Dashboard Queue. Prior to this fix, Loan Officers were not able to view their assigned orders on the Order Management Pipeline.

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OM-12795

vw_OM Performance Improvements. Optimizes query performance by adding a date filter when creating the Order Management Dashboard Queue, reducing the orders retrieved to those created within the past two years. This does not impact a user's ability to access older orders via the existing quick find function. Prior to this fix, the unfiltered database query resulted in intermittent response timeouts and duplicate order creation.

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