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Happy Friday everyone,
As you can see below, we really cranked out the work this week. Eight new features released, and updates to key integrations, and bug fixes and system optimizations to boot. These are the final, regularly scheduled updates for the year, and in case you don't read all the way to the bottom, we hope you have the hap, hap, happiest Christmas since Bing Crosby tap-danced with Danny Kaye!
Big New Feature - Client Profile Templates
We've now eliminated the need to manually configure each new Client Company and Client User profile from scratch. If you'll search in the Client>Users tab for a company named "Default", you'll find one for each Client type (Lender, Mortgage Broker, etc.), and each has a Manager, Processor, and Loan Officer user under each. If you configure the Default: Lender client company profile, and then go Add New Company, you can check the box to use the template, and when you select the client user type to be Lender, when you save that new profile it will be created with the settings, appraiser panels, instruction sets, auto assign settings, etc that you configured on the Default: Lender template. Boom! Time = Saved!
New Features - We've added a new tag called "Loan Officer" that can be used in setting up documents in Settings>Document Upload>Create Document. - Superadmins had a super power missing, in that previously they could not generate ALL reports in the Reports tab. Now they can! - We made a change where an ECD, once entered, cannot be edited without the appraiser inputting a reason. That reason is then sent to you and shown in the Messages queue, as well as added to the Notification Log on the order. - In the Add Users tab on a Client profile, you can now click a user's name and go directly to their profile. Back in the olden days (last Monday), you had to search for the user in the Search panel in order to be able to navigate to the user's actual profile. - We've added the "Unaccepted" element to the Appraiser Statistics category in the General report type. - When requesting and managing bids, you can now open the Bids window on the order, and resubmit the bid request to an appraiser who previously declined to bid. This allows them to re-bid. - When ordering AVMs or RealCondition Reports, you can now override address validation via a setting under Settings>Options.
Bug Fixes - Corrected an issue to ensure review staff get email notifications in the Ready For Review, and Revision Received statuses. - We also corrected an issue that told clients the "Due date must be greater than the current date" when ordering a 1004D, when the client does not have access to edit the due date. - Going forward, SSRs will not be overwritten. When additional SSRs are retrieved, the previous SSRs will be retained on the order. - We fixed a bug where clicking "Customer Rating" on an appraiser's profile should show the break down of that score, however when clicked no results were being shown. - A scenario was reported that allowed an appraiser to see docs uploaded by the client, before being set to be visible to the appraiser. This has been corrected. - We fixed a weird deal where appraiser set themselves to be on vacation, and yet every night at 11pm the system would take them off vacation. Mystery solved on that one.
Integrations - FNC: We have added two new fields to the Order Details tab on FNC integrated orders. You'll now see the FNC Processor Name and FNC Processor Email displayed, and these fields will now update if/when changed on the FNC side. - Admin API: We have added the Internal ID to the Client User Profile, and this can be queried for via the Admin API.
- Mercury Network: Lender Group name mapping from Mercury Network to Appraisal Scope can now be accomplished. - InHouse: We worked with InHouse to change the way authentication and data retrieval works via the API URL. - LendingQB: There was a situation where order updates were not flowing from the receiving AMC back to the lender's Appraisal Scope platform, and on back up into Lending QB. Fixed.
Optimizations - Nerd Alert 1: We found some variables that were incorrect in the cron job for the clean up script. The variables have been corrected. (Listen folks, we don't make the news, we just report it.) - Nerd Alert 2: We optimized the way that Notification emails are generated, which adds a bit more speed to the system. It may not be extremely noticeable to you, but every tweak helps.
Last, we had a question about the difference between how Scorecards and Statistics are calculated on the Appraiser's profile. The Scorecard looks at the last 12 months of orders assigned to the Appraiser. The Statistics considers all orders ever assigned to that Appraiser, on your platform only.
As a reminder, these updates are the last regularly scheduled updates we will post this year. Look for even more impactful and helpful updates in January.
Have a great weekend, Christmas, and New Years. See you on the flip side!
The Appraisal Scope Team
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