New "Export" feature for orders, plus better view for due dates and more now available

This update introduces fresh new features, improvements to existing tools, and resolutions to a few issues based on your feedback. Read on for exciting highlights, and check the release notes for more details.

New Export feature enables custom reports

In Order Management, you’ll see a new Export button on the toolbar at the top. Put simply, this new tool lets you export orders to an XLSX file which you can use in your favorite spreadsheet application. It’s a powerful feature that lets you do a lot more than just export orders, such as create your own reports on the fly! Here’s how it works:

export-inspection-scheduled.png

First, start by using the Find tool or click a status folder on the left to see the orders you’d like to export. For example, we’ll click the Inspection Scheduled status folder. Then, when you click Export, you’ll see two options: Inspection Scheduled Orders in view or Selected orders. If you select the first option, all the orders in the current view will be exported to the file and downloaded by your browser. The file will contain all the columns you see, and only the number of rows you’re currently viewing.

Those last two options make this feature particularly flexible—more than just a simple export tool. By configuring the columns to display all the information you need, as well as controlling the number of rows displayed (from 25 - 300) you can set up a completely customized report which can be generated whenever you need it. Prior to this release you needed to call us in order to create such reports, so this is a real time saver.

The second option in the Export menu is Selected orders, which (as you might suspect) lets you select any orders in view using CTRL+click or SHIFT+click, then export only those selected orders.

To help you get started with this feature, there’s a new walkthru which guides you step by step through the process in less than a minute. Click here to start the walkthru. Plus, we’ll host a Preflight on November 1st at 1:30PM Central where we’ll show you how it works, offer a few tips about how you might use this in your workflow, and answer any of your questions.

 

VMP XSite users: Improved view for due dates

When you’re working with a VMP order, it has two effective due dates: the date when the client needs it, and the order due date, which is the vendor’s deadline. Sometime, these are not the same, and until now, they were displayed in different places. You needed to visit the XSite order to see the client’s due date, then see the vendor’s due date in the Mercury order. Based on your input, we’ve improved this significantly.

due dates in order.png

When viewing Order Details, you’ll now see Vendor due and Client due dates in the Assignment information. This makes it easy to decide whether to accept a vendor’s due-date modification request because you can see if it is within the client’s time frame. If you need to update the client’s due date to match the vendor’s, you can still sync to the XSite order like you always have.

Plus, there are Client due and Vendor due columns available in Order Management. The Vendor due column replaces the previous Order due column, while the Client due column is entirely new. With these changes, you can now see both due dates side by side, and the information can be included in your custom reports by using the new Export feature.

As usual, this development is based directly on your feedback, so we look forward to hearing what you think.

 

RealView now accepts more form types

Previously, RealView was accepting only a few form types. Now, RealView will accept all of these form types, including the non-UAD versions:

  • Uniform Residential Appraisal (FNMA 1004) (UAD)

  • Exterior Only Residential Report (FNMA 2055) (UAD)

  • Condo Appraisal (FNMA 1073) (UAD)

  • Exterior Only Condo Appraisal (FNMA 1075) (UAD)

  • Uniform Residential Appraisal (FNMA 1004)

  • Exterior Only Residential Report (FNMA 2055)

 
  • Condo Appraisal (FNMA 1073)

  • Exterior Only Condo Appraisal (FNMA 1075)

  • Exterior Only Multi-Family Appraisal (FNMA 1025)

  • Manufactured Home (FNMA 1004C)

  • Co-op Appraisal (FNMA 2090)

  • Exterior Only Co-op Appraisal (FNMA 2095)

Security enhancements

Continuing our initiative to improve security throughout the platform, new users or existing users changing their passwords in Business Management will now be required to use strong passwords. We’ve also removed the security questions from the User Management page, as industry standards have shifted to the email-based authentication for changing passwords. As a reminder, a strong password is at least eight characters long and includes at least three of the following: uppercase characters, lowercase characters, numbers and a special character. Click here for additional information.

Another improvement we made is quite technical, but for those who want to know, it involves adding new headers to pages in Mercury Network to prevent certain types of attacks:

  • Content Security Policy (CSP) helps detect and mitigate Cross Site Scripting (XSS) among others attacks.

  • HTTP Strict-Transport-Security tells a browser to only use HTTPS instead of the HTTP.

  • X-Content-Type-Options is a marker used by the server to indicate headers should not be changed.