DATE:
AUTHOR:
The Cotality CMS team

Suspended AppraisalPort Auto-Assignment Prevention and EPC Status Processing Fixes

DATE:
AUTHOR: The Cotality CMS team

Platform Enhancements

Prevent Auto-Assignments to Suspended AppraisalPort Accounts [CLCTUTD-13890]

This feature removes suspended service providers from auto-assignment eligibility when enabled in Preferences > Assignment/Service Provider Options. Key details include:

  • Manual assignments display suspension indicators next to affected providers

  • Reinstatement automatically restores assignment eligibility

  • Service Provider Log entries document all suspension/reinstatement events

  • Enhancement ensures active providers are considered for assignments

Issue Resolutions

Status Processing Order [CLCTUTD-15690] Corrected EPC Patch Data to maintain "processing" status until UpdateStatus API processing completes, rather than prematurely sending "cancelled."

Special Characters in Task Data [CLCTUTD-15269] Updated functionality to include predefined task descriptions with special characters when patching data to Encompass.

Engagement Letter Access [CLCTUTD-15237] Enhanced security protocols around engagement letter access.

Cost Center Population [CLCTUTD-14998] Updated order functionality to populate cost center in CreateOrder API requests.

Coming Soon

CMS Status Name Updates

Scheduled releases:

  • UAT: July 28, 2025

  • Production: August 9, 2025

The status names will change while Status IDs remain unchanged. Users with downstream systems must update references.

Current Name

New Name

DRAFT NOT ACCEPTABLE

REVISION NEEDED

ASSIGNED TO PROVIDER

PENDING PROVIDER ACCEPTANCE

ACCEPTED

ASSIGNMENT ACCEPTED

INCOMING (NEW)

NEW ORDER CREATED

EXCEPTION – GATEWAY

EXCEPTION – INVESTOR SUBMISSION

GATEWAY IN PROGRESS

INVESTOR SUBMISSION IN PROGRESS

Support Contact Information

Phone: 1-888-963-3330 Email: fncsupport@corelogic.com Hours: Weekdays 7:00 a.m. – 7:00 p.m. CT

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