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DATE:
AUTHOR:
The Cotality CMS team
Encompass Partner Connect (EPC), UAD 3.6
UAT release

EPC Findings Toggle, UAD 3.6 Review Sampling, and Terminal Status API Updates (UAT)

DATE:
AUTHOR: The Cotality CMS team

Overview

This release introduces platform enhancements for the Collateral Management System, including new tools and fixes to improve workflow efficiency.

Platform Enhancements

Terminal Status Updates via API Orders can now transition from terminal status to ESCALATED REVIEW REQUIRED through API requests, enabling necessary revisions after final status is reached.

Free Text Fallback for Review Summary Fields A new checkbox option allows manual data entry in the GAAR Worksheet when automated extraction fails.

EPC Findings Toggle A feature toggle enables systems to send "EPC Findings" instead of "Service Events," providing flexibility in data management within Encompass.

Label Updates "Draft Not Acceptable Reasons" has been renamed to Revision Needed Reasons across user profiles, administrative dropdowns, and Advanced Search functionality.

UAD 3.6 Review Sampling The Review Sampling feature now supports UAD 3.6 products and legacy forms configuration.

UAD 3.6 Specific Enhancements

  • New REO loan purpose option added

  • Renewal Loss-Share removed as a loan purpose option

  • Bulk ordering now intelligently matches UAD 3.6 products and legacy forms

  • Users can override severe review rules to advance orders

  • Living Unit Excluding ADU Count defaults to NULL instead of 0

  • Engagement Letter Module updated with image/link support

  • "All Products" selection option added for inclusionary list configuration

AppraisalPort Enhancements

New Help Tool A widget provides access to updated help documentation searchable through open-ended questions.

Legacy Form Badge A visual Legacy Form indicator helps appraisers distinguish between order types at a glance.

Validation Updates

  • On Hold requests rejected if order already on hold

  • Property Details Collaboration requests rejected on orders in On Hold status

  • Sub-loan Type field now publishes correctly to AppraisalPort

Issue Resolutions

  • GAAR Viewer handles special characters in Text Addendum fields

  • Order Summary values remain visible in AppraisalPort after acceptance

  • Sub Loan Type configurations can be reactivated after unchecking

  • Rent Schedule values save properly through Property tab

  • Order update notifications sent only to assigned service providers

  • Zip file uploads no longer display false error messages

  • DUCaseFile and LPAKey values correctly captured and transmitted

Resources

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