Manual Assignment Picker State/County Filters and UAD 3.6 ROV Process Flow

Platform Enhancements

• Manual Assignment Picker — State Filter: narrows service provider results by state during manual assignments

• Manual Assignment Picker — County Filter: enables county-level service provider selection

• Email Templates — Task Title Variable: adds task title as an available variable for non-status alert scenarios

Platform Enhancements (UAD 3.6 Enabled)

• Implemented the ROV process flow for orders

• Improved message composition screens

• Restored client-specific aliasing for customer and processor role labels

Issue Resolutions

Multiple fixes addressed UAD 3.6 workflow problems, including status update gaps, order flow prevention, and automated retry logic. Additional corrections involved payment email formatting, text display alignment in appraisal viewers, and system security maintenance.

Upcoming Features

Now on UAT: A bulk vendor profile update module allowing spreadsheet uploads or apply-all options, available for testing through August.

Coming July 16th: A configurable dashboard featuring pinned orders, duplicate queue removal, and customizable tiles/saved searches at both user and admin levels.

Contact Information

Support is available via cms.support@cotality.com or 1-888-963-3330.