Production Release Fixes Encompass e-Folder Delivery and Adds UAD 3.6 Folder Statuses

Issue Resolutions

Encompass Integration Fixes

• Review Artifact documents now pass correctly to the Encompass e-Folder after completion in Collateral Investigate

• SSR delivery to Encompass restored for UAD 3.6 orders specifically

• Users with edit-only permissions can now access the ACTIONS dropdown menu for client group orders

User Interface Improvements

• DOC 360 media display corrected

• Engagement Letter template builder now includes a navigation confirmation to prevent unsaved work loss

• Screen scaling fixed to eliminate cut-off elements in the Engagement Letter workspace

Permission & Configuration Updates

• New UAD 3.6 folder statuses added to user access management: Pending Release, Appraisal Delivered, Review – In Progress, and Review – Needs Reconciliation

• Fee module refinements and template renaming for enhanced clarity

Data Transmission

• Loan amount field corrected in outbound AMC messages

Platform Enhancements

Upcoming Features

• Bulk Ordering tool entering UAT testing phase, with production availability TBD

• Major reports module upgrade featuring UAD 3.6 standardized reports and self-managed subscription options

UAD 3.6-Specific Enhancements

• UCDP fatal findings auto-populate revision requests

• UCDP Doc File ID now logged in order history

• Warning text added to the order form for format compliance

• Revision request cancellation enabled (excluding automated UCDP-triggered requests)

• SureReceipts appraisal delivery supported

• UCDP submission bypass option available

• Product Order Details status syncing automated