- DATE:
- AUTHOR:
- The Cotality CMS team
Dashboard Search Display Options, Expanded Service Provider Hold Reasons, and PDF Download Fixes
Features
New Display Option for Dashboard Order Management
The system now allows clients to select between Advanced Search and Standard Search formats for dashboard data views across "My Orders," "My Group Orders," and "All Orders." This configuration requires support assistance or a Client Success Manager.
On Hold Reasons Expanded for Service Providers
Service providers in AppraisalPort, TitlePort, and InspectionPort can now select from expanded hold reasons including: "Incorrect Product," "Jumbo Order," "Client Request/Client Assistance Needed," "Unanswered Question," "Property/Guideline Question," "Incomplete Inspection," "Borrower Complaint," "Duplicate Order," "Questionnaire," and "Hybrid DU Correction." CMS clients can approve or reject these holds.
Fixes
Commercial Order Service Type: Fixed a bug preventing orders from being saved without selecting a mandatory service type field.
XML Email Display Error: Resolved issues with special characters in comments causing XML display errors when marking orders "On Hold."
Zero Dollar Fee Issue: Corrected the "Accept with Conditions" feature creating unintended zero-dollar exception fees.
Loan Officer Email Alert Editing: Fixed unexpected logouts preventing loan officers from editing subordinate loan officer email alerts.
PDF Download Experience: Improved PDF attachment handling to eliminate corruption issues.
Automated Actions Date Comparison: Enhanced backend processing for null or invalid date field data.