Production Release – June 3, 2026

Platform Enhancements

Require signing location city, state, and zip in inbound SigningRequest XML (18914): Validation has been added to the SigningRequest XML processing to ensure required signing location information is provided. The system now verifies that LocationCity, LocationState, and LocationZip are populated for each Signing Event provided in the request. If one or more of these fields are missing, the request is rejected and a clear, specific error message is returned to the client indicating which required field(s) are missing.

Remove agents email dropdown from Agent's popup for add and edit when inviting a new agent to access the order (18899): The Agents popup has been simplified for both Clients and Providers by removing the Agent email dropdown from the Add and Edit Agent function.

Notify client via standard API message when approval is needed to add an agent when inviting a new agent to access the order (18855): We have added the ability to notify Clients via API when approval is required to add a new Agent for a Non‑Managed Provider. When a Provider submits a new Agent request that requires approval, the system now generates a New Agent Approval Required status event and sends a StatusChanged API message to the Client, if enabled on their account.

Allow Provider to add new agent user when in the same domain without requiring Client approval when inviting a new agent to access the order (18853): The Agent management process has been enhanced to allow Title Providers to add new Agent users without Client approval when the new Agent's email address is in the same domain as the Agent who originally accepted the order. In this scenario, the system immediately adds the Agent, sends the access email, updates the Agent status and Order Status panel. This updated process no longer generates approval-related notes and associated notifications for either Client or Provider.

If a personal email address or a different domain is entered, the existing Client approval process remains unchanged, including notifications, status updates, and notes.

Do not allow Clients or Providers to submit a duplicate New Agent request for an existing or pending email address when inviting a new agent to access the order (19095): To keep your data clean and accurate, we now prevent clients and providers from submitting duplicate New Agent requests for email addresses that are already registered or currently pending access to the order.

Update status in Order Status panel when an Agent adds a new Agent who is auto approved when inviting a new agent to access the order (19108): When Provider adds a new agent who is automatically approved to access the order, we display the status of 'New Agent User Added' in the status in the Order Status panel.

Issue Resolutions

Purchase agreement document delivery during order creation (18557): We fixed an issue that prevented purchase agreement documents from being sent to the title provider during order creation. The system now delivers purchase agreements as expected, helping orders move forward without delays or manual follow‑up. *Released on May 5, 2026.

Appraisal status duplicate email notifications (18397): We fixed an issue that caused duplicate email notifications to be sent when an appraisal was completed or revised. Loan contacts now receive a single, correct email notification, ensuring clear and consistent communication based on their configuration.

Wire instructions are not being sent to EPC (18395): We fixed an issue where Wire Instructions XML failed to send to EPC when company name information was missing. The system now correctly handles wire instruction XML files with missing or incomplete company name details, preventing processing errors and ensuring wire data is successfully transmitted and status updates are generated as expected.

Improved special character handling in file processing and Title UI (19813, 18876): We fixed issues that could prevent users from accessing orders when document file names contained unsupported special characters (such as |, , or :). The system now automatically strips invalid characters during file import and ensures the Title Order UI safely handles these cases, allowing orders and documents to load and display correctly without errors.

Improved reliability for AppraisalScope order delivery (19109): We fixed an issue where orders could appear successful without being created in AppraisalScope. The system now correctly identifies these failures and only marks an order as successful when a valid response is received. When a delivery issue occurs, the system logs an error and adds a note to the order for better visibility.

Expired order links in emails (17837): We fixed an issue that caused valid order links in email notifications to appear as expired. Authorized users can now access order details from email links without receiving incorrect "access no longer available" errors.

Resend link button display fix (19073): We fixed an issue where the "Resend Link" button text appeared partially cut off when adding agents to EPC invitation orders. The button now displays the full label correctly, improving usability and clarity when managing agent invitations.

Please do not hesitate to contact your Client Success Manager with any questions. You can also reach out to the Cotality CX Team at ordersupport@closing.com or 866-256-7464.