VA Vendor Invite, Admin GAAR Override, and Masked Financial Information Roles

New Features

VA Vendor Invite

This addition enables clients managing VA loans to order and manage a valuation from a VA-approved service provider through the CMS API. The system sends email invitations to service providers requesting direct valuation uploads without requiring them to have Ports accounts.

Activation: Administration > Preferences > Features > Assignment/Service Provider Options > Allow Service Provider Invitation to Upload Files on VA Orders

Bypass PDF Extraction for Select Services

Clients can now bypass the PDF Scan process for specific service types, moving orders directly from "Draft Received" to "Exception Reviewer" status, reducing manual updates previously needed for stuck PDC and PDR orders.

Activation: Administration > Service > Service Maintenance

Admin Override for GAAR Completeness Rules

Users with Admin Access Control can now override Draft Not Acceptable (DNA) decisions from GAAR rules when they deem findings false positives or acceptable.

Activation: User Management > Access Control > "DNA Override" role

Limited Order Actions Roles

Two new access control roles allow masking of financial information: Mask Sales Price – Non-Purchase and Mask Loan Amount on all transactions. Organizations can also redact this information from service provider views and engagement letters.

Activation: User Management > Access Control > Limited Order Actions; Administration > Preferences > Assignment/Service Provider Options > Redact Information from Service Provider's View and Engagement Letter

Vendor Profile Sync

The Vendor Management module now receives updates from Ports regarding Service, Coverage Area, and E&O changes. Users can approve or reject modifications with comments returned to vendors.

Activation: Administration > Preferences > Manage Vendor Profile Changes

Bug Fixes

• Improved RFP Status Handling in Ports — Resolved an issue where expired Batch Quotes displayed as open RFPs, preventing Appraisal Port users from unlinking clients.

• Name Field Enhancement in Ports Profiles — Users can now include spaces in first and last name fields, enabling accurate entry for hyphenated or spaced names and ASC verification.

• Total Open Orders Display Fix for Loan Officers — Corrected dashboard results when the "MyOrdersUseAdvancedSearch" feature toggle was enabled, restoring accurate order counts.

• ENV 2.0 GENEVAL Form Processing — Fixed three critical issues: zip file processing failures, missing GENEVAL forms in final PDFs, and missing XPATH symbol values in templates.

• Recipient Type Display Correction — Document delivery logs now display Recipient Type Names instead of ID numbers for clarity.

• Secure Document Delivery Link Enforcement — Expired document delivery links are no longer accessible; users see expiration error messages.