Find out about our latest product updates. In this release, we've improved our Encompass integration, and fixed a few bugs.
Date: March 11th , 2025
Release Contents
- 💫 Product Enhancements
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Encompass Integration: Additional Order Status Mappings
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- 🐛 Bug Fixes
- Encompass Integration: Do not drop Suffix on Borrower Name Updates
- Fix for Acknowledgement Documents Routing to Final Review Queue
- Improving Rejection Workflow Document Handling in Acknowledgement Meetings
- Removed Notifications for Deleted Users
- Signer Portal Signature Adoption Default
- Reschedule Button Address Fixes
💫 Product Enhancements
Check this section for minor feature updates and improvements we’ve made to Stavvy!
Encompass Integration: Additional Order Status Mappings
What changed?: Previously, there were some gaps in the mapping of a title / settlement order status within Stavvy to the order status displayed on the corresponding custom field in Encompass, specifically the pending and rejected statuses were not being mapped back. There is now a 1:1 of order status in Stavvy to order status displayed in the Encompass custom field.
Impacted Users: Lenders using Encompass Integration
Area of the Product: Encompass Integration
🐛Bug Fixes
Whoops - our bad! Here’s the latest list of bugs we’ve squashed.
Encompass Integration: Do not drop Suffix on Borrower Name Updates
What was fixed?: Previously, if a borrower had a suffix, and their last name was updated in Encompass, the suffix was dropped from the name. Now, on borrower name updates, the Encompass integration will not drop any applicable suffix.
Impacted Users: Lenders using Encompass Integration
Area of the Product: Encompass Integration
Fix for Acknowledgement Documents Routing to Final Review Queue
What was fixed?: We resolved an issue where, in some cases, completed acknowledgement documents were placed in the Initial Review queue instead of the Final Review queue. Now completed acknowledgement documents will be correctly moved to the Final Review queue, allowing users to verify that they were signed and completed properly.
Impacted Users: Acknowledgement Meeting Users
Area of the Product: Completed Acknowledgement Meetings
Improving Rejection Workflow Document Handling in Acknowledgement Meetings
What was fixed?: In the final review step of the acknowledgment meeting workflow, if a user rejects the countersigned documents and opts to either reschedule the meeting immediately or at a later time for countersigning, we will now remove the countersigned annotations. This allows the user to add and reposition them correctly and complete the meeting without extra steps. Previously, these annotations remained when the meeting was rescheduled, requiring additional effort to prepare the document for re-signing.
Impacted Users: Acknowledgement Meeting Users
Area of the Product: Acknowledgment Meetings
Removed Notifications for Deleted Users
What was fixed?: Users who had been removed from their organization were intermittently receiving emails if they were previously an admin. We’ve corrected this issue so that deleted users will not longer receive any notifications.
Impacted Users: Deactivated Users
Area of the Product: Email Notifications
Signer Portal Signature Adoption Default
What was fixed?: The signature adoption workflow available in the signer portal was defaulting to suggesting signatures without a user’s middle name. We’ve fixed this so that the middle name is now included by default, but it is ultimately up to the signer to determine what signature they would like to adopt.
Impacted Users: Signers
Area of the Product: Signer Portal
Reschedule Button Address Fixes
What was fixed?: We fixed two related issues where the new reschedule button displayed at the top of the meeting details page was failing to pre-populate the meeting location for IPEN meetings. The button now works as expected and will default to using the meeting location of the original meeting, but can be adjusted if needed.
Impacted Users: Notaries, Meeting Creators
Area of the Product: IPEN Meetings
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