DATE:
AUTHOR:
The Cotality Mercury Network team
UAD 3.6
UAT release

UAT Preview: Customizable Order Columns, ROV Disclosure Controls, and New Reporting Module

DATE:
AUTHOR: The Cotality Mercury Network team

Platform Enhancements

Customizable order page for vendors (Alpha). The new "My Columns" feature lets appraisers customize their Orders page view, choosing which columns to display, including Product, Order Fee, Due Date, and Loan Number.

ROV Disclosure Management configuration (Alpha). Comprehensive UI controls introduced for ROV Disclosure Management, including:

  • A new ROV Disclosure column in the Customize Products grid with bulk "Select All/None" actions

  • Two global toggles — ROVSyncToVMP and ROVMarkAsPrivate — in Connection Settings

  • A confirmation pop-up when disabling SureReceipts for products with active ROV Disclosure

ALLORDERS enrichment in VOWS SOAP endpoints (Alpha). Enhanced GetUADOrderFormFields and GetVMPOrderFormFieldsEX endpoints to embed a structured ALLORDERS field with associated order data for both 2.6 and 3.6 orders.

Fee plan improvements.

  • Clearer warnings when deleting default plans

  • Automatic page refresh after uploading new plans

  • Direct UI row addition capability

  • An "All Locations" tab added to fee plan templates

  • Support for 9 tiers across all fee plan areas

  • Always-visible filter controls and collapsible sections for non-VMP users

Vendor email notifications. Vendor users can now configure email notifications for additional statuses: Review In Progress, Review Completed, Delivered, and Product Order Detail Requested.

Help documentation update. The Help button now directs to the Doc360 knowledge base instead of legacy content.

UAD Readiness Report enhancement. The report now includes a column showing a vendor's "UAD 3.6 Opt-out" status and is available to all clients regardless of feature enablement.

UAD 3.6 Workflow Enhancements

AppraisalPort integration. Updated to support the UAD 3.6 workflow.

M2M workflow — review and revision handling. Completed updates enabling the UAD 3.6 workflow for lenders assigning orders to Mercury Network-using AMCs.

New reporting module. Standard reporting is now implemented for UAD 3.6 and legacy pipelines. Users can run on-demand reports and create automated subscriptions. Currently 2 of 29 planned reports are available; the "Back to reporting dashboard" link provides legacy report access.

Issue Resolutions

  • Document duplication on duplicated orders (Alpha): Fixed an issue causing documents to duplicate multiple times when orders were duplicated; documents now copy only once

  • DocumentService NullReferenceException (Alpha): Resolved errors in LenderFileVaultUpload and AttachSOE workflows when creating orders through VMP Client or Encompass Partner Connect

  • Document copying function (Alpha): Fixed an issue where documents weren't copied with the duplicate function even when "Duplicate documents" was selected

  • Invoice attachment filenames (ACE): Corrected filenames to display the actual billing month

  • Payment decline visibility (ACE): Fixed visibility of credit card payment declines in order history from Vendor Order API transactions

  • Large invoice download (ACE): Resolved an inability to view and download invoices with many line items in CRM

  • Order notes in payment link (ACE): Updated the Make a Payment link to include order notes in Recent Transactions

  • VMP Client document tree delete function: The delete button now functions correctly in the VMP Client document tree

Resources

Valuation Modernization Hub

Powered by LaunchNotes