etrac Release Notes Version 6.5

Transcription

1 etrac Release Notes Version 6.5 Global DMS, 1555 Bustard Road, Suite 300, Lansdale, PA , All Rights Reserved. Global DMS and etrac are registered trademarks of Global Data Management Systems, LLC.

2 Global DMS Release Summary for etrac Version 6.5 General System Enhancements: Compliance: PDF Reader Verification: Added Electronic Delivery Requirements Disclaimer to Borrower Delivery (requires the PDF Reader Verification app): The following text was added to the Borrower Delivery SYSTEM REQUIREMENTS In order to receive edisclosures, You must have a computer with Internet access and an Internet account and address; an Internet browser using 128-bit encryption or higher, Adobe Acrobat 7.0 or higher, SSL encryption and access to a printer or the ability to download information in order to keep copies of Your edisclosures for Your records. To send the Borrower Delivery , click the Forward Selected File(s) to Borrower button on the Files Available for Download screen: page 1

3 Enter a borrower address (if not already populated) in the Borrower (s) field. Edit the text if desired, then click the Send button: MARS: New rules added to MARS to support Fannie Mae Warning Collateral Underwriter Messages (v3.0). Requires the MARS app: FNM Market data indicates that a positive time made by appraiser. When the "Property Values" selection is set to "Increasing," MARS will check for a blank adjustment in the "Date of Sale/Time" field, as Fannie Mae is expecting a positive adjustment here. FNM Market data indicates that a negative time made by appraiser. When the "Property Values" selection is set to "Declining," MARS will check for a blank adjustment in the "Date of Sale/Time" field, as Fannie Mae is expecting a negative adjustment. Both FNM0632 and FNM0633 are Warning level, and will only run when configured in etrac. Staff Module Navigation: Setup -> MARS Rules. *See Appendix for a complete list of rules related to messages FNM0632 and FNM0633. page 2

4 Enhancements: RealEC Integration: Added settings to manage outgoing Reason Codes for the following Event Codes (requires the RealEC Integration app): Service on Hold (230) Service Cancelled (240) To configure Reason Codes for all clients, navigate to Setup and click the RealEC Configuration button on the left menu. To configure Reason Codes for an individual client, navigate to the Client Profile and click the Configure RealEC Options button (Configure Integrations section). Modified the RealEC Configuration Screens (Company and Client) as follows: Added an Include Reason Code in 230 check box: When the Order Status is manually updated to a status that is mapped to Service On Hold (Event Code 230) : An On Hold Reason Code drop down will appear in the Staff Module Order Form, below the Order Status drop down menu. All Reason Codes configured for the Event Code 230 will display in the drop down. Added an Include Reason Comment in 230 check box. When the Order Status is manually updated to a status that is mapped to Service On Hold (Event Code 230) : An On Hold Comments text box will appear in the Staff Module Order Form, below the On Hold Reason Code drop down menu. Added an Include Reason Code in 240 check box. When the Order Status is manually updated to a status that is mapped to Service Cancelled (Event Code 240) : A Cancelled Reason Code drop down will appear in the Staff Module Order Form, below the Order Status drop down menu. page 3

5 All Reason Codes configured for the Event Code 230 will display in the drop down. Added an Include Reason Comment in 240 check box. When the Order Status is manually updated to a status that is mapped to Service Cancelled (Event Code 240), a Cancelled Comments text box will appear in the Staff Module Order Form, below the Cancelled Reason Code drop down menu. Added an Is Reason Code Required? check box to correspond to each Reason Code and Reason Comment check box: When checked, the corresponding Reason Code or Reason Comment is required for the specified Event Code on manual update (Staff Module only). When unchecked, the corresponding Reason Code or Reason Comment is required for the specified Event Code on manual update (Staff Module only). NOTE: The Client RealEC Reason Code Configuration supersedes the Company setup. Added a RealEC Reason Code Configuration screen: This screen is accessible via a new Configure Real EC Reason Codes button at the bottom of the RealEC Configuration Screen. Selecting an Event Code from the drop down menu populates all supported Reason Codes in the Available Reason Codes list box. page 4

6 All Reason Codes are disabled by default and must be manually enabled by a Staff User. To enable Reason Codes, select 1 or more from the Available Reason Codes list box, then click the Add >> button to move them to the Selected Reason Codes list box. To disable Reason Codes, select 1 or more from the Selected Reason Codes list box, then click the << Remove button to move them to the Available Reason Codes list box. NOTE: Not all Reason Codes are supported for each Lender integration. Please see the latest version of the Lender s Provider Implementation Guide (PIG) to confirm supported Reason Codes. Added support for UCDP Fannie Mae Proprietary Findings (Event Code 6073): Added UCDP Fannie Mae Proprietary Findings (Event Code 6073) to the list of Incoming RealEC Event Codes (RealEC Status Mapping Configuration screen). When received, the Status History will update to display the RealEC Event Code, UCDP Doc ID, Fannie Mae Hard Stops (if applicable) and Fannie Mae Hard Stop Description (if applicable). Added UCDP Fannie Mae Proprietary Findings as an Order Status. Added UCDP Fannie Mae Proprietary Findings as a drop down selection for Outgoing RealEC Event Codes (under the Update status to: column of the RealEC Status Mapping Configuration screen). Added a setting to automatically send Borrower File Delivery History to RealEC Added a Send Borrower File History to RealEC, when files are delivered to borrower setting to the RealEC Configuration screen: page 5

7 When checked, using the Forward Selected File(s) to Borrower option in Files Available for Download will result in the following actions: Event Code 220 (Comment) will be sent to RealEC. This comment will include the Status History Message information: Name of file(s) delivered Borrower Address Date and Time of file delivery An HTML copy of the Borrower File History will be automatically delivered to RealEC via Event Code 180 (Document Delivered to Provider). The 180 Event will be recorded in a second Status History entry. The Borrower File History HTML file will be uploaded to the order for reference: The file attached will be named as follows: BorrowerFileHistory<Date&Time> The file will be identified by a new RealEC Borrower File History File Type Description (requires the Upload File Types app). When unchecked, a Staff User must use the Send to RealEC link in the Status History Message to manually send the status update to RealEC. This setting (when checked) is also compatible with the Workflow Engine app. When a Deliver Files Action is configured, and the {Borrower } merge field is listed in the To: header: Event Code 220 (Comment) will be sent to RealEC. This comment will include the Status History Message information: Name of file(s) delivered Borrower Address Date and Time of file delivery An HTML copy of the Borrower File History will be automatically delivered to RealEC via Event Code 180 (Document Delivered to Provider). The 180 Event will be recorded in a second Status History entry. The Borrower File History HTML file will be uploaded to the order for reference: The file attached will be named as follows: BorrowerFileHistory<Date&Time>.htm The file will be identified by a new RealEC Borrower File History File Type Description (requires the Upload File Types app). Added baseline support for RealEC Event Code 155 (Product Revision Request). The Lender (via RealEC) sends this event to the Provider (etrac) requesting a change to the final product delivered by Provider. When Event Code 155 is received, the reason code, description and/or comments (as available) will now display in the Status History Message: Example: Order status changed by RealEC Revision Request (Click here to respond): Reason Code: <code#>, Reason Desc: <description>, Comment: <comment> page 6

8 Maintenance: Automated ERB s: Modifications to improve performance of the Automated ERB s app. AVM / Data Analytics: Resolved Object Reference not set to an Instance of an Object error displayed when specific data is missing from a Home Junction AVM report. etrac-to-etrac (e2e): When forwarding files on an e2e order, the Log in the Company associated with the user forwarding the file is now updated. Previously, the Log was updated in the Company that uploaded the file. Resolved the following issues when a Child Company sets the Inspection Date and Time on an e2e order: Include Inspection Scheduled Date and Time in the status notification . Display the Inspection Scheduled Time (as well as the Date) in the Parent Company Order. etrac Report Builder: Optimized queries to improve performance of Coverage Area Report type. Optimized queries to improve performance of Client User Report type. Optimized queries to improve performance of Enhanced User Permissions Report type. Order Form: Updated the database used to populate the County fields in the Staff and Client Order Forms. Vendor Profile: Prevented autofill in the Signature Password and General Liability Insurance Expiration Date fields in Internet Explorer and Chrome browsers. page 7

9 Workflow Engine: The Workflow Engine app now supports use of the {CCProcessingLink} merge field (requires the Workflow Engine app). When the "CCProcessingLink" merge field is used in the Additional Text for body of section of the Workflow Engine item, a Click here to complete our online Credit Card Processing Form. link will be displayed to the recipients. Clicking the link will take the user to the external Credit Card Processing Form, where they can enter their credit card information and click Process Now to submit payment. Updated MARS and Workflow Engine to use the Company ID that triggered the action. Now, when a Parent Company runs MARS or submits an appraisal file to UCDP via Workflow Engine, all related functionality will be triggered in the Parent Company. Consequently, the Parent had no record of the submission events. The Mark Files Viewable By Client and Mark Files Viewable by Vendor Workflow Engine Actions are now functioning in e2e orders. Addressed various display issues in the Configure Workflow screen. APPENDI A: MARS Rules - FNM0632 and FNM Warnings GDMS Rule ID GDMS-3630 GDMS-3631 GDMS-3632 GDMS-3633 GDMS-3634 GDMS-3635 GDMS Rule Text made for Comp 1 by appraiser. made for Comp 2 by appraiser. made for Comp 3 by appraiser. made for Comp 4 by appraiser. made for Comp 5 by appraiser. made for Comp 6 by appraiser C page 8

10 GDMS Rule ID GDMS-3636 GDMS-3637 GDMS-3638 GDMS-3639 GDMS-3640 GDMS-3641 GDMS-3642 GDMS-3643 GDMS-3644 GDMS-3645 GDMS-3646 GDMS-3647 GDMS Rule Text made for Comp 7 by appraiser. made for Comp 8 by appraiser. made for Comp 9 by appraiser. made for Comp 1 by appraiser. made for Comp 2 by appraiser. made for Comp 3 by appraiser. made for Comp 4 by appraiser. made for Comp 5 by appraiser. made for Comp 6 by appraiser. made for Comp 7 by appraiser. made for Comp 8 by appraiser. made for Comp 9 by appraiser C page 9

11 APPENDI B: Pre-existing MARS Rules Corresponding to Fannie Mae CU Warning Messages GDMS Rule ID GDMS GDMS-3613 GDMS GDMS-3595 GDMS GDMS-3559 GDMS GDMS-3078 GDMS GDMS-3069 GDMS Rule Text FRE3083: Comparable property (1-9)'s GLA is different from the subject property, but there is either no GLA adjustment, or an adjustment in the wrong direction. FRE3082: Comparable property (1-9)'s Condition rating is different from the subject property, but there is either no Condition adjustment, or an adjustment in the wrong direction. FRE3080: Comparable property (1-9)'s Quality rating is different from the subject property, but there is either no Quality of Construction adjustment, or an adjustment in the wrong direction. FNM0141: Comparable property (1-9)'s overall view rating is different from the subject property, but there is either no view adjustment, or an adjustment in the wrong direction. FNM0140: Comparable property 1's overall location rating is different from the subject property, but there is either no location adjustment, or an adjustment in the wrong direction. FNM Rule ID FNM0621 FNM0623 FNM0624 FNM0625 FNM C *Message FNM The CU Analysis could not be performed - is not supported in MARS. This message is intended to alert the user when the Collateral Underwriter (CU) analysis could not be performed due to a CU technical issue, and the user should resubmit the appraisal in UCDP. page 10