Production Release – September 2, 2026

The Production release scheduled for September 2, 2026, includes several key updates. Below are the details of what's included in this release and how it supports our ongoing efforts to improve system performance and user experience. Please subscribe to receive notifications when new product news and release notes are posted.

Platform enhancements

• Created new DocType of Lender Commitment Package and make it available to Lenders to upload via EPC (18259): We have added a new Lender Commitment Package document type so that lenders can now upload and submit this document to the provider on the order.

• Added EPC field mapping for L72 and send Closing Provider File ID to it (20017): We have added EPC field mapping for L72 (File Number in Closing Information section of the Closing Disclosure) and now send the Closing Provider File ID to it.

• Added widget for digital user guide to order grid and Order Detail pages (19480): Added a help widget to OM for eligible Non-Managed Provider Users. This widget is displayed in the bottom-right-hand corner of the screen on the Order Grid and Order Detail pages. The Provider will be presented with a message informing them that the widget is now available the first two times they log in. The widget provides guidance to Providers to help them fulfill orders.

• Added new Loan Program code to Client Admin and accept via inbound NewOrder XML (18998): We have added a new loan program code of Assumption Conventional and now accept it via the inbound NewOrder XML.

• Made Trust documents and Power of Attorney doc bi-directional so Provider can receive when Lender uploads (19949): We have made Trust Documents and Power of Attorney documents bi-directional, allowing both providers and lenders to upload the documents on an order. Previously, only Providers were able to upload these document types.

Non-managed provider workflow enhancements

We're excited to introduce enhancements to the non-managed provider workflow designed to simplify account management and provide a better user experience.

Provider information management

Provider information is now managed independently from user accounts and stored as order-related data rather than as part of a parent-child account hierarchy.

Why this matters: Previously, small differences in provider information, such as a name or address variation, could result in the creation of duplicate provider accounts and additional user accounts. With this enhancement, provider and user information are managed separately, helping maintain account consistency and reducing unnecessary account creation.

Single user account per email address

Order Management will now maintain a single user account for each unique email address.

Why this matters: In the past, duplicate user accounts could be created, requiring title agents to log in to multiple accounts to access different orders. With this update, users can access all orders associated with their email address through a single login, providing a more streamlined and consistent experience.

For any questions or concerns, please reach out to your Client Success Manager. You can also contact Cotality Support at ordersupport@closing.com or 1-866-256-7464.