Dashboard Search Consolidation, Saved Searches for Loan Officers, and Eight CMS Fixes

New Features

All Search Functions now available from the Dashboard

Adds existing search tools — Quick Search, Order Search, and Advanced Search — to the Dashboard UI header area. These perform identically to their original locations and reduce the number of clicks needed to find order information. No configuration changes are required.

Save Advanced Searches for Loan Officers

Loan Officers can now create and save custom searches accessible from the Dashboard. This required administrators to update organizational preferences via User Management > Customers > Loan Officer Search > Access Control Level > Advanced Search.

CMS Fixes

• XML Value Trimming in EnvExtraction Module — Resolved errors when trimming XML values to 1000 characters, improving system reliability.

• Ports Application Documentation — Updated outdated User Agreement and Rules and Regulations pages to provide current compliance information.

• AppraisalPort Profile Zip Code Validation — Fixed discrepancies between server and local development behavior, enhancing data accuracy and user feedback.

• Sequential Invoice Posting — Resolved UpdateStatus process failures preventing vendor invoice transmission at final status.

• Env Service 2.0 Errors — Fixed "Malformed ENV: Missing Main Form" errors and XPath issues in PDF templates.

• Reject Status Validation — Prevented status changes to 'REJECT (GENERAL)' without assigned service provider.

• First Draft Date Timestamps — Updated to record precise time instead of default midnight values.

• ProcessorAssignDt Updates — Multiple fixes ensuring accurate date/time recording across UI updates, API updates, and order creation scenarios.