DATE:
AUTHOR:
The Cotality CMS team

GSE Appraisal Modernization Support, LPA Key/DU Case File Fields, and New Task Management Filters

DATE:
AUTHOR: The Cotality CMS team

GSE's Appraisal Modernization

Form 1073/465 Hybrid and Desktop Appraisals

The platform now supports GSE's 1073/465 Hybrid and Desktop appraisal variants through automated review processes within GAAR.

ACE with PDR and Value Acceptance

A new property inspection product was added to meet GSE program requirements.

Benefit: These additions enable clients and service providers to participate in GSE programs for both fulfillment and review.

Activation: Contact Customer Support or your Client Success Manager for configuration.

LPA Key and DU Case File

Clients can now provide the LPA Key and DU Case File ID in the Loan Information tab across manual, bulk, and API order creation.

Benefit: This update ensures that clients and their service providers can easily obtain this necessary information.

Activation: No configuration required.

Task Management Updates

Automated Actions – Additional Filters

Five new filters added: Channel, Customer, Loan Attributes, Loan Classification, and Sub Loan Type for enhanced task configuration.

Benefit: Enables better order milestone management and rapid response to exceptions.

Task Management Tab

New tab allows clients to enable/disable settings for the new task filters.

Automated Actions Date Comparison Feature

Updated feature now runs nightly checks on all orders to detect conflicts between milestone dates — for example, when inspection dates fall after closing dates.

Benefit: Alerts clients to date conflicts that could impact assignments or delay closing.

Email Contact Types for Document Delivery

All contact types are now available in dropdown menus, allowing selection of multiple recipients for final appraisal copies.

Benefit: Provides flexibility in defining valuation distribution and ensures compliance.

Activation: No configuration required.

Related Feature Links

Powered by LaunchNotes