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DATE:
AUTHOR:
The Cotality CMS team

Order Summary Redesign, RealCondition Reports, and Reviewer Workflow Automation

DATE:
AUTHOR: The Cotality CMS team

Platform Enhancements

Order Summary Updates [APPMOD-5508]

  • Condensed white space and reduced font sizes

  • Smaller Feedback and Engagement Letter buttons

  • Updated field alignment for better visual organization

  • Added a caret icon to indicate collapse/expand capability

  • Relocated the lock icon next to the "This order is locked by" label

  • Moved AMC Service Provider License and State fields, now accessible via hover

  • Additional fields now hidden when unpopulated: Batch Name, Disaster Zone, Review Tier, GSE Risk Classification

  • Restored the Close Order button to Order Summary

Administration Label Updates [APPMOD-5508]

  • Changed "Service Information" label to "Product Information"

  • Renamed Administration > Service menu to Administration > Product

RealCondition Report in CMS [JJWR-3260] Property condition reporting is now available with six new service options: Commercial Exterior/Interior-Exterior and Residential Exterior/Interior-Exterior variants (Service IDs 153–158).

Evaluation Report File Type Handling [CLCTUTD-15236] Evaluation Reports can now be automatically routed to appropriate Encompass locations.

With Reviewer Workflow Update [CLCTUTD-16523, CLCTUTD-16524] Orders can automatically transition to With Reviewer or With Escalated Reviewer status during GAAR Worksheet reviews.

Issue Resolutions

  • Reliable Payment Logging [CLCTUTD-10134]: Resolves an intermittent issue where duplicate records prevented payment confirmations from being logged.

  • Prevent Unnecessary Requests When Task Is Missing [CLCTUTD-10612]: Prevents the system from sending requests when the related task has been removed.

  • Improve Payment Form and Error Handling [CLCTUTD-13230]: The name field on the payment form now accepts a maximum of 80 characters for consistency with other platforms.

  • Correct Time Display on Inspection Dates [CLCTUTD-14017]: Inspection dates now reflect the client's local time zone even when scheduled by an appraiser in a different region.

  • Scope of Work Comment Box [CLCTUTD-14766]: Resolves an issue where updates to the Scope of Work comment box were not saving correctly.

  • Borrower Name Display [CLCTUTD-14822]: Corrects how borrower names with suffixes appear on the Order Summary.

  • Appraisal Mapping "Ignore" Button Behavior [CLCTUTD-15270]: Corrects an issue where the "Ignore" button in client-specific appraisal mapping was not excluding fields as expected.

  • Invoice Generation [CLCTUTD-16355]: Resolves a timing issue that previously prevented invoices from being created.

  • Assignment Accepted Dashboard Queue [APPMOD-6412]: Resolves an issue where the Accepted Queue was not updated to reflect the new Assignment Accepted status name.

Upcoming Features

Vendor Profile Updates and Dashboard Updates are planned before the end of 2025, including interface modernization and status chart rebranding.

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