- DATE:
- AUTHOR:
- The Cotality CMS team
Order Status Renaming, Order Summary Modernization, and Encompass Closing Date Mapping
Platform Enhancements
CMS Status Name Updates (APPMOD-4391)
Multiple order status names were updated for clarity. The status IDs remain unchanged, but downstream systems referencing status names require updates. Changes include renaming "DRAFT NOT ACCEPTABLE" to "REVISION NEEDED" and "ASSIGNED TO PROVIDER" to "PENDING PROVIDER ACCEPTANCE," among others.
Field Label Updates (APPMOD-4391, APPMOD-2622, APPMOD-2034)
The "Rejected" queue on AppraisalPort now displays as "Revision Needed"
All "Gateway" references changed to "Investor Submission" throughout the interface
"Service" terminology updated to "Product" in Advanced Search
Dashboard queues reflect updated status names
Order Summary Enhancements (APPMOD-3847)
The Order Management summary received UI modernization including adjusted typography, spacing, and field grouping. A new "Product Type" field enables users to quickly distinguish "legacy form or UAD 3.6" orders.
Automated Tasks (APPMOD-3849)
Field ordering was reorganized. The Create Automated Action dropdown now defaults to "Create Task" rather than "Create Follow-up Message."
Advanced Search Improvements
New searchable parameters added: Appraised Value Range, Rate Lock Expiration Date, Appraisal Contingency Date, and Mortgage Contingency Date. Users enable new columns via My Preferences settings.
Encompass Integration Update (CLCTUTD-15679)
CMS now maps Estimated Closing Date from Encompass to the CMS Closing Date field for improved data accuracy and consistency.
Issue Resolutions
[CLCTUTD-15813] Corrected missing invoice delivery after failed transfers
[CLCTUTD-15583] Resolved file download restrictions
[CLCTUTD-14994] Added retry logic for batch quote assignment failures
[CLCTUTD-14435] Prevented duplicate batch quote creation
[CLCTUTD-7306] Fixed Customer Turn Time Exception tab timeout issues
[APPMOD-6247] Resolved fee bulk upload errors
Support Contact Information
Email: fncsupport@corelogic.com Phone: 1-888-963-3330 Hours: Weekdays 7:00 a.m. – 7:00 p.m. CT
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