LoanSafe | Product Release 05/30/2025

DATE: May 30, 2025

AUTHOR: The Cotality LoanSafe Team

TABLE OF CONTENTS:

Deployed on May 30, 2025, this document provides information regarding enhancements of the LoanSafe Suite within Encompass Partner Connect (EPC).

Bug Fixes

Do not send Loan Officer and Originator when deselected

When the Loan Officer and Originator were deselected from the order interface, they were still being sent in the LoanSafe request. When these roles are deselected, they will no longer be sent in the LoanSafe request.

Update the Alert Counts on the View Order tab

When alerts are reviewed in LoanSafe Connect, the user can “Clear” the alert or mark the alert as “Unable to Clear”. Prior to this release, the LoanSafe Information on the View Order tab displayed the number of alerts “Uncleared” (no action) and therefore was out of synch with LoanSafe Connect. The label and counts have been updated, ensuring both views are in synch.

Allow a LoanSafe report to be created when the initial LoanSafe report failed

When the initial LoanSafe report failed, the user was unable to run another report. The system treated the subsequent run as a rerun. When a rerun request is created, it requires the Master ID and Source Loan Number from the initial run. Given the initial run failed, these data elements were unavailable. The user will now be able to create a new request when this scenario presents itself.

Error message the users were seeing:

Note: After the failure, when the user goes back to the order interface, there will be no View Order tab. The only tab will be the Create Order tab. This will be corrected in a subsequent release so that the order history is intact.

Note: Because the LoanSafe Suite comprises LoanSafe Risk Manager, Fraud Manager and Collateral Manager, all changes and additions apply to all versions of the LoanSafe report unless otherwise noted.

For more information on this release contact your account representative or email [email protected].