Based on your feedback, this update introduces a new document available to attach to your orders. We’ve also resolved a few issues throughout the platform which should make your workflow smoother and more efficient. You’ll find complete details in the release notes, with a few highlights below.
New order document available
To support compliance, when a borrower uses their credit card to pay for an appraisal, you can now attach the Credit Card Authorization document to the order. This provides evidence that the borrower has given their consent to charge the card.
If you’re using a VMP XSite, you can use your Configure Status Mapping settings so this document will automatically sync to the client and/or vendor, just as you would with any other order document. By default, this document will not be synced.
Better appearance for templates
If you’ve uploaded your logo to be included on your Statement of Engagement letter, it will now be displayed in the correct aspect ratio, avoiding a “squished” appearance to preserve and elevate your brand identity.
Similarly, when you invite a new vendor to your fee panel, we’ve removed any unnecessary spaces or line breaks from the email invitation so the message is concise and professional.
Better behavior when generating reports
Recently, some VMP XSite users saw errors or delays when generating billing reports within Business Management, especially reports with custom formatting or date ranges. This has been resolved so you can create the reports you need efficiently and reliably.