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DATE:
AUTHOR:
The Cotality CMS team
UAD 3.6
Production release

PBD Generation Toggle, New Log and Message Module, and UAD 3.6 RFP Workflow Enhancements

DATE:
AUTHOR: The Cotality CMS team

Platform Enhancements

New Feature Toggle for Proof of Borrower Delivery (PBD) File Generation [CLCTUTD-21382] Clients gain the ability to control when Proof of Borrower Delivery (PBD) files are generated during final status updates. When enabled, the system delays completion until all required PBD files exist. When disabled, final updates proceed without waiting for PBD generation.

New Log and Message Module [APPMOD-6613] Users get a more streamlined view of their messages and the activity history of their orders:

  • Two sub-tabs: Messages (user communications) and Recent Activity (system messages/logs)

  • Modernized message preview display with consolidated or separate view options

  • Updated Create Message and Edit Message screens for improved recipient specification

  • UAD 3.6 reviewers listed as specific recipients during message creation

  • Visual indicator showing count of new messages

Ongoing refinement will determine which items appear in Messages versus Activity — use the Feedback link to report misclassified items.

Add Product/Service Options to Custom Email Template [CLCTUTD-20757] Email template configuration now includes product-filtering options:

  • Legacy Forms Selection: Multi-select dropdown for traditional services with a "Select All" option

  • Product Selection: Multi-select dropdown for UAD-compliant products

Contact your Customer Success Manager or Support to enable Custom Email Templates.

CMS EPC – Enable Affiliates to Customize Error Messaging [JJWR-4590] Organizations can define custom error messages for EPC-integrated clients during Encompass workflows. The Organization Custom Error Message field supports up to 400 characters for detailed instructions or branded support directions. This message appears in Log and Message if configured.

Contact your Customer Success Manager or Support team to configure custom Encompass error messages.

Platform Enhancements Visible with UAD 3.6 Enabled

Updated Investor Submission View [APPMOD-8992] Blue border removed from the Investor Submission workspace to align with updated interface designs.

Add CDNA Automated Order and External Product Order Tabs [APPMOD-7730] CDNA now supports UAD 3.6 orders. These tabs have relocated under Administration > Product. Only a subset of CDNA products qualifies for 3.6 appraisals.

Update CCL Decision Status Mapping Page for UAD 3.6 Orders [APPMOD-9282, APPMOD-9293, APPMOD-9273] New admin configuration supports the 3.6 Investigate review workflow for clients using CCL logic, letting clients configure Review Tier Classification rules to prioritize the standard UAD 3.6 workflow.

Support for RFP Workflows in UAD 3.6 [APPMOD-9309, 9512, 9469, 9315, 9314, 9311]

  • Configurable Workflow: Configure products as "RFP Eligible" without forcing every order into Exception-Manual Assign status

  • Child Order RFP Trigger: Flag a child order added to an existing Parent Doc ID as RFP to trigger a dedicated workflow that bypasses CCL assignment logic and moves directly to Exception-Manual Assign

Add a Reviewer Badge in Log and Message [APPMOD-9826] A reviewer badge helps users quickly identify when a reviewer is included as a message recipient.

Show Appraised Value in Order Summary [APPMOD-9789] For all UAD 3.6 orders, the Appraised Value is now displayed directly in the Order Summary.

Correct UCDP Submission Status in Order Summary [APPMOD-9825] UCDP Status in the order summary view now always displays an accurate status.

Resolve EGL Module Issues Found During User Acceptance Testing [APPMOD-9725, 9265]

  • Expanded Character Limits: Longer, more detailed EGL instructions are now possible, and existing instructions copy correctly

  • Validation Fix: Resolved a bug where users were prompted for additional fields despite all required data being entered

  • User Experience: Instructions and EGL Updates buttons refined for consistent behavior

Add Loan Purpose to Engagement Letter [APPMOD-9654] Loan Purpose data point added to the new EGL configuration and template.

Fix Automated Tasks Issues Found During User Acceptance Testing [APPMOD-9611] Corrected a bug where selecting "All" in Attributes, Channels, and Services was not saving as expected.

Log and Message 2.0 Enhancements [APPMOD-9570, APPMOD-9568]

  • Message Preview Layout: Streamlined layout with tightened spacing and reordered subject/body display

  • Follow-up Flag Behavior: Mark/unmark a message for follow-up by clicking the flag icon without pressing Edit

  • Mark as Read: Mark/unmark a message as read by clicking the red dot without pressing Edit

  • Feedback: A feedback link collects user input on module performance

  • Issue Fix: Tracking Item dropdown now hidden when the feature is not enabled

Update Message Access Rule Options [APPMOD-9397] Reviewer role added to the Message Options tab in Message Access Rules for Investigate reviewer configuration.

Fee Module Usability Updates [APPMOD-8581]

  • Tailored Views: Configure settings to automatically hide specific columns

  • Quick Toggle: Use expand/collapse icons on the Fee Plan Details screen and in the Fee and Price Mapping tab

AppraisalPort

Extend Auto-Response Rules for UAD 3.6 [APPMOD-9758, APPMOD-9634] Auto-response rule support expanded to handle UAD 3.6 products.

Issues Resolved

  • Resolve Vendor Profile Bulk Update Issues Found During User Acceptance Testing [APPMOD-9604]: Fixed override rank updates, ban flag updates, and LivingUnitExcludingADU mapping.

  • Remove Extra Characters in the Change Status Pad When Waiting for Disclosure [APPMOD-9824]: Extra characters on the Loan tab during Waiting for Disclosure status removed.

  • Generate Proof of Borrower Delivery File Before Final Post Trigger [CLCTUTD-17996]: The system now generates the PBD file before sending the final delivery post to the Client LOS, eliminating the need for manual reprocessing.

  • Improved Document Delivery for Multiple Contacts [CLCTUTD-20972, CLCTUTD-20713]: CMS now creates and retains a separate delivery entry for each eligible contact with correct status updates.

  • Batch Quote Provider Assignment Update [CLCTUTD-21146]: The system now enforces service provider loan amount ranges during batch quote assignments.

  • Inspection Time Displayed Consistently Across PORTS and CMS.NET [CLCTUTD-21033]: Time zone conversion corrected so inspection time in CMS.NET matches PORTS.

  • Duplicate Push Order Updates [CLCTUTD-20974]: Fixed duplicate order update messages for title orders.

  • Resolved Order Status Loop Between On Hold and Cancel Pending [CLCTUTD-20695]: Orders now correctly return to their last workable status.

  • Vendor 2.0 Maximum Complexity Score Improvements [CLCTUTD-20314]: Field displays only when enabled; saves without a value no longer trigger errors.

  • Resolved Error When Saving File Delivery Configurations [CLCTUTD-18568]: Admin users can now update and save File Types changes successfully.

  • Reduced Payment Error Logging Noise [CLCTUTD-13949]: The system now records a single, clear error message per failed payment event.

Coming Soon

Valuation Modernization Resource Hub A dedicated resource hub with documentation on platform updates supporting the UAD 3.6 appraisal workflow, updated regularly.

Q2: Configurable Dashboard

  • Removing duplicate queues between the left-side table and top tiles

  • Updating all dashboard queues to display results in advanced search format

  • Adding a "Pinned Orders" tile (maximum 100 pinned orders per user)

  • Users choose which tiles and charts appear on each dashboard, select up to 5 saved searches for a new "My Saved Searches" chart, and select whether queue results open in a new or same tab

  • Admins can configure global dashboards that override user configurations

Q2: Bulk Vendor Profile Updates A new module for bulk vendor profile updates, applying updates to all vendors or via spreadsheet upload, with a confirmation page detailing all updates, additions, and removals.

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