New Investor Contact Type, Bulk Fee Plan Administration, and Loan/Files UI Relabeling

Platform Enhancements

• New Investor Contact Type (CLCTUTD-14334): Introduces a new contact classification that can be added to orders and configured to receive email notifications and integrate with AppraisalPort.

• Vendor Fee Administration: Customer fee plans can be quickly updated from directly within the Administrative Fees module rather than individually. Users can now view/edit which customers use specific fee plans.

• Cosmetic UI Changes: Font and labeling updates for accessibility and consistency, including:

  • "Loan Information" tab renamed to "Loan"

  • "Associated Files" tab relabeled to "Files"

  • "Service" terminology changed to "Product" across multiple tabs

  • "Log and Message" tab's "Service Type" column now reads "Product Type"

Issue Resolutions

• Connecticut zip code logic updated for planning regions transition

• Appraisal Invoice delivery fix

• System security updates

• Message read-status correction

• Active service type display for coverage area additions