Changelog

SOC 2 Type II attestation completed

Report available under NDA from the trust center.

Improve filtering for assignments lists

In Progress assignments now only show those with pending report or revision. This helps vendors focus on the most relevant tasks and reduces clutter in the assignments list.

Added detailed reasoning to the QC Review

Vendors can now view a detailed reasoning summary of the QC Review, including all comments and issues identified. This provides better visibility and helps vendors address issues more efficiently.

Cancel report submission

Vendors can now cancel a submission while QC Review is pending to upload a revised report. This allows faster corrections without waiting for the review to complete.

UAD 3.6 ordering available to every lender

Vendors notified automatically when a lender adds a 3.6 product.

Pre-submission review in the appraiser portal

Findings shown before upload without blocking it.

QC Review feature

Vendors now receive QC review issue notifications and can acknowledge them with comments. This helps reduce lender revision requests and speeds up report submission.

Vendors can counter an offer

Counter with your own fee and due date; lenders see real availability and pricing.

Continuous license and E&O validation

Vendors prompted before expiry.

Bid feature

Vendors can now receive new tasks, where they can review incoming bids and accept or reject them with custom conditions.

Added visual indicators for expired license

Expired licenses are now highlighted with a light red background and badge for easy identification.

Due dates respect lender holidays and on-hold assignments

Add On hold status for assignments

Assignments can now be put on hold, which pauses reminders and freezes due dates until work resumes.

Improved license validation

License validation now handles formatting inconsistencies like extra spacing and name variations, reducing validation failures.

Format pre-checks, upload prediction and address validation at submission time

Address Validation Enhancements

Added geolocation validation to ensure addresses are valid and can be geocoded, improving location accuracy.

Onboarding opened in new markets

Added Lender company holidays

Vendors can now view lender holidays to better plan around non-working days and adjusted deadlines.

Added ticketing system for support requests

Submit and track support tickets directly through the platform with status updates from the support team.

Added possibility to upload insurance file for vendors

Vendors can now upload insurance documents directly for easier management and compliance verification.

Vendor payouts through Stripe

Transfer receipts on every payout; vendors can change accounts.

Added possibility update Stripe connection

Vendors can now disconnect and reconnect Stripe accounts for flexible payment management.

Added possibility to request manual report upload from lender

Request manual report uploads from lenders when submission errors cannot be resolved automatically.

First UAD 3.6 delivered to UCDP

UCDP Direct Integration approved for 3.6.

Added system status link

Check the current system status and any ongoing issues or maintenance.

Company Credit Card Experience Enhanced

Streamlined the process for adding credit cards and clarified how cards are stored. Managing subscriptions is now easier and more transparent.

Transfer Receipt Download Added

A download link for the Transfer Receipt is now available in the Fees tab of the assignment page after a transfer is completed.

Added Review License Task for Vendors

Vendors now receive a task to review licenses when a license is about to expire or has expired.

Added Review Insurance Task for Vendors

Vendors now receive a task to review insurance when a it is about to expire or has expired. Also added possibility to upload insurance file.

New Task for Reviewing Report Types

Vendors receive a new task type when a new report type is available for review.

Mobile Tasks and Offers Count Displayed

Tasks and offers counts are now visible at the top of the page in mobile view.

SMS Offer Notifications Introduced

Vendors can now opt in to receive SMS notifications for new offers.

Offer Conditions Feature Added

Vendors can now specify conditions for their offers, providing greater flexibility.

Urgency Note Pre-Check Implemented

A pre-check ensures vendors select the correct urgency when adding notes.

Report Upload Pre-Check Added

A pre-check for report uploads helps vendors select the correct file format and predicts potential issues before submission.

Email Delivery History Available

Users can now view their email delivery history on the Activity History page in their profile.

Platform introduced