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DATE:
AUTHOR:
The Cotality CMS team
UAD 3.6
UAT release

PBD Generation Toggle and UAD 3.6 RFP Workflow Enhancements (UAT)

DATE:
AUTHOR: The Cotality CMS team

Platform Enhancements

New Feature Toggle for Proof of Borrower Delivery (PBD) File Generation [CLCTUTD-21382] Clients can now opt in to control when Proof of Borrower Delivery (PBD) files are generated during final status updates. When enabled, the system waits for all required PBD files before completing the final post trigger; when disabled, final status updates proceed without waiting.

Platform Enhancements (UAD 3.6 Enabled)

Updated Investor Submission View [APPMOD-8992] We removed the blue border around the Investor Submission workspace to align with updated user interface designs.

CDNA Automated Order and External Product Order Tabs [APPMOD-7730] These tabs now support UAD 3.6 orders and have been relocated to Administration → Product menu. Only a subset of CDNA products is eligible for 3.6 appraisals.

CCL Decision Status Mapping for UAD 3.6 [APPMOD-9282, APPMOD-9293, APPMOD-9273] New admin configuration supports the 3.6 Investigate review workflow. Clients can prioritize the standard UAD 3.6 workflow to send orders to Investigate for review.

RFP Workflows in UAD 3.6 [APPMOD-9309, 9512, 9469, 9315, 9314, 9311]

  • Configurable RFP-eligible products without forcing Exception-Manual Assign status

  • Child Order RFP Trigger allows flagging new child orders to bypass CCL logic and move directly to Exception-Manual Assign

Reviewer Badge in Log and Message [APPMOD-9826] Added a Reviewer badge in Log and Message so users can quickly identify when a reviewer is included as a message recipient.

Appraised Value in Order Summary [APPMOD-9789] UAD 3.6 orders now display Appraised Value directly in the Order Summary for at-a-glance visibility.

UCDP Submission Status Correction [APPMOD-9825] Corrected accuracy issues where UCDP status in the order summary view was not displaying correctly.

Engagement Letter Module Issues [APPMOD-9725, 9265]

  • Expanded character limits for longer EGL instructions

  • Fixed a bug preventing existing EGL instructions from copying correctly

  • Resolved validation errors for completed required fields

  • Refined Instructions and EGL Updates buttons for consistent behavior

Loan Purpose Added to Engagement Letter [APPMOD-9654] The Loan Purpose data point is now included in EGL configuration and templates.

Automated Tasks Fixes [APPMOD-9611] Fixed "All" selection functionality in Attributes, Channels, and Services fields.

Log and Message 2.0 Enhancements [APPMOD-9570, APPMOD-9568]

  • Streamlined Message Preview layout with tightened spacing

  • Follow-up Flag behavior now toggles without pressing Edit

  • Mark as Read functionality accessible via clicking the red dot

  • Feedback link added to collect user suggestions

  • Fixed Tracking Item dropdown visibility issue

Message Access Rule Updates [APPMOD-9397] Reviewer role added to the Message Options tab in Message Access Rules for administrator configuration.

Fee Module Usability Updates [APPMOD-8581] Added new expand and collapse capabilities to make managing fee plans simpler, including tailored views with hidden columns and quick toggle icons on the Fee Plan Details screen.

AppraisalPort

Extended Auto-Response Rules [APPMOD-9758, APPMOD-9634] Auto-response rule support expanded to handle UAD 3.6 products.

Issues Resolved

  • Vendor Profile Bulk Update Issues [APPMOD-9604]: Fixed issues including override rank updates, ban flag updates, and LivingUnitExcludingADU mapping during user acceptance testing.

  • Extra Characters in Change Status Tab [APPMOD-9824]: Removed additional characters appearing on the Loan tab when orders were in Waiting for Disclosure status.

  • Document Delivery for Multiple Contacts [CLCTUTD-20972]: Fixed an issue where document delivery records were removed when an order included multiple contacts of the same type. The system now creates separate delivery entries for each eligible contact.

  • Document Delivery Status for Multiple Contacts [CLCTUTD-20713]: Fixed status updates when sending documents to multiple contacts of the same type, ensuring all successfully delivered emails move to 'Awaiting Recipient' status.

  • PBD File Generation Before Final Post [CLCTUTD-17996]: The system now generates the Proof of Borrower Delivery file before sending the final delivery post to the Client Loan Origination System.

  • Batch Quote Provider Assignment [CLCTUTD-21146]: The system enforces service provider loan amount ranges during batch assignments, reducing incorrect assignments and rejections.

  • Inspection Time Consistency [CLCTUTD-21033]: Corrected a time zone conversion issue so inspection times in CMS.NET match PORTS settings.

  • Duplicate Push Order Updates [CLCTUTD-20974]: Fixed an issue causing duplicate order update messages for title orders.

  • Order Status Loop Resolution [CLCTUTD-20695]: Fixed orders getting stuck looping between On Hold – Waiting for Approval and Cancel Pending statuses.

  • Vendor 2.0 Maximum Complexity Score [CLCTUTD-20314]: Field now displays only when enabled; users can save without entering a value, and changes are correctly logged.

  • File Delivery Configuration Errors [CLCTUTD-18568]: Resolved errors when saving File Types changes in File Delivery Configuration.

  • Payment Error Logging Reduction [CLCTUTD-13949]: The system now records a single, clear error message per failed payment event.

Coming Soon

Valuation Modernization Resource Hub View the resource hub

Q2: Bulk Vendor Profile Updates New module supporting bulk updates to vendor profiles with options to apply to all vendors or upload a spreadsheet for specific selections.

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