Customizable Vendor Order Columns, ROV Disclosure Controls, and UAD 3.6 Reporting

Platform Enhancements

Customizable vendor order pages. The new "My Columns" feature lets appraisers personalize their Orders page view, choosing which columns display, including Product, Order Fee, Due Date, and Loan Number.

ROV Disclosure Management configuration. Lender administrators gain new controls, including:

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

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

• A confirmation popup when disabling SureReceipts on a product with active ROV Disclosure

• An independent save function for client group-specific configurations

• Per-product toggle capability without affecting SureReceipts

ALLORDERS enrichment in VOWS SOAP endpoints. The GetUADOrderFormFields and GetVMPOrderFormFieldsEX endpoints now embed a structured ALLORDERS field with associated order data (both 2.6 and 3.6 orders) when a loan number is provided.

UAD 3.6 Workflow Enhancements

AppraisalPort integration. Updated to support the UAD 3.6 workflow.

M2M workflow — review and revision handling. The system now supports UAD 3.6 for lenders assigning orders to AMCs using Mercury Network.

New reporting module. Standard reporting is now available for UAD 3.6 and legacy pipelines, including:

• On-demand standard report generation

• Custom report subscriptions with automated email distribution

• Currently 4 of 29 planned reports available

• Legacy reports remain accessible via the "Back to reporting dashboard" link

Fee plan improvements. Clearer deletion warnings, automatic page refresh after uploads, direct row addition in the UI, and an "All Locations" reference tab supporting 9 tiers across all management areas.

Non-VMP user fee plan module. Always-visible filters, collapsible column sections (preference-remembered), and geographic sorting.

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

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

UAD Readiness Report enhancement. Added a column showing a vendor's "UAD 3.6 Opt-out" checkbox status; the report is accessible to all clients regardless of 3.6 enablement status.

Issue Resolutions

• Document duplication correction: Fixed an issue where duplicating orders caused documents to duplicate multiple times; copies now occur only once

• DocumentService NullReferenceException error: Resolved order creation failures through VMP Client and Encompass Partner Connect related to DocumentService.cs (LenderFileVaultUpload and AttachSOE workflow)

• Document duplication for duplicated orders: Ensured attached documents copy correctly to new orders when the "Duplicate documents" option is selected, for both EPC and UAD orders

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

• Payment decline visibility: Fixed visibility of credit card payment declines in order history for Vendor Order API transactions

• Large invoice downloads: Resolved an issue preventing large invoices with numerous line items from being viewed or downloaded in CRM

• Order notes in payment links: The "Make a Payment" link now includes order notes in Recent Transactions for better tracking

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

• Invoice fee breakdown restoration: Restored detailed fee breakdown display (tracking number, appraiser, property address, date, fee structure) on invoices

Security Improvements

Continued regular maintenance activities supporting system security, user data protection, and reliable performance.

Coming Soon

Valuation Modernization Resource Hub: comprehensive documentation on UAD 3.6 platform updates is available in the resource hub.