SoftPro 4.0.4 (4.0.30302.62) - 8/31/2015
NOTE: please upgrade to 4.0.4.1 instead of 4.0.4. 4.0.4.1 includes an important update to SoftPro 360, and also includes all of the changes in 4.0.4.
· To aid in compliance and lender collaboration, fee types found on CDF Pages 2 & 3 have been updated to match the complete list supported by the MISMO XML standard. Fee types on fixed lines will default to the appropriate value. 245677
· Options
o Five optional Administrative Data fields have been added to the Options screen. These fields can each accommodate up to 30 characters and allow users to input order or company information; this data will print in the corresponding footer areas of CDF Pages 1-5. 272316
o A Place of Settlement field has been added to the Options screen. This functions similarly to the HUD Header "Place of Settlement" fields.
§ Users can apply this to documents other than the CDF, just as was done with the HUD.
§ This field will print on the ALTA Settlement Statements.
§ The field will default to an address corresponding with the contact selected in the Settlement Agent field on the top of CDF Pg 1. The user may overwrite this info. 268377
· An ALTA Universal ID field has been added to the following contact screens: Settlement Agent, Title Company, Underwriter, Other, Escrow Company and Attorney. This has been included to accommodate the unique number that is assigned by ALTA and appears on the new ALTA Settlement Statements. 271393
· All revenue order contact lookup tables now include the ALTA Universal ID field in new installations. 277203
· The policy code dropdown list on the Title Insurance Premiums screen has been widened to allow for easier reading and selection of codes. 266733
· The CDF Line dropdown did not include a <None> option for sent title charges; this has now been added to the Title Insurance Premiums, Endorsements, and Additional Title Charges screens. A user may now send a charge to the invoice, but not the CDF. 268275
· The Full loan premium calculation was modified to account for prior policy discounts. 283609
· When printing, an endorsement's owning title product's information will now be pulled through to help the users differentiate between duplicate endorsements issued for multiple policies on the same order. 274157
o Previously the information would appear as:
§ ALTA Endorsement 8.1-06 (Environmental Protection Lien)
o Now, it will appear as:
§ ALTA Endorsement 8.1-06 (Environmental Protection Lien) - Loan Policy ($150,000.00)
· A save validation warning has been added and will display when the user sends negative amounts from the title area of ProForm to the CDF. 285933
· Users were unable to add order rules to some drop-down fields; fixed. 166665
· Sales Tax was not being calculated correctly after activating the Use buyer/seller split feature on the Options screen and then modifying the borrower or seller amounts from the original amount. 275952
· Data Persistence
o Rate tables and fee schedules used within orders are now written to the database; users may use now use custom queries to identify active orders & assess how they are using rate tables & fee schedules. 272049
§ This includes:
- pfm.PremiumCalculation.PremiumRateTable
- pfm.PremiumCalculation.FullPremiumRateTable
- pfm.PriorPolicy.PremiumRateTable
- pfm.PriorPolicy.DiscountTable
- All Fee Schedule references in HUD 1200 section or CDF Section E
· The template set for copying on the New Order dialog wasn’t remaining in place if:
o The template was assigned as the default template for both CDF & HUD orders for the profile AND
o The Settlement Type was switched; fixed. 255279
· An Unable to fully complete overlay error was occurring when applying a template containing customized options in the Title - CDF section defaults area of the Options screen; resolved. 270044
· A license number field error was causing the overlay order contacts process to fail; resolved. 279290
· On the Delivery & Tracking screen, empty rows were being added to the Approval & Delivery grids after applying a template; resolved. 244789
· An error was occurring when attempting to create orders using a CDF template with a higher level ownership profile; resolved. 275710
· The Commitment current owner vesting lookup was requiring users to open and select a value from the lookup table multiple times to get a particular value; fixed. 238681
· Formulas were incorrectly returning “itap0” when combining RTF text with non-RTF text; resolved. 269424
· Selection Screen
o Users may now add to the document merge drop-down list (added in version 4.0.3) to integrate with custom document management systems. Now, organizations with custom document management systems may add these systems. 270905
o The document merge option was unable to preview a .tif file; resolved. 272526
· Rendering
o The legal description wasn’t being generated as an attachment if the description was extremely long; this occurred even when the option to Print as attachment was selected; fixed. 261120
o In certain situations, the user was receiving a QueryStatus call for command failed error when using the Cancel button while editing or previewing a document; fixed. 241477
o Hyperlinks embedded in the legal description or ownership interest fields could result in extra spaces on documents; resolved. 276509
· All W-9 (buyer, seller, & blank) forms have been edited to match 2014 IRS revisions. 282060
· The ALTA Settlement Statements have been added to the Default ReadyDocs for CDF orders: 270647
o ALTA Combined or Cash Settlement Statement
§ The title for this document will update automatically based on whether or not the Cash Sale field is checked on the Express Order Entry screen for an order.
o ALTA Buyer or Borrower’s Statement
o ALTA Seller’s Statement
· The Ctrl+P shortcut was not bringing up the print dialog; fixed. 180541
· Extra lines could appear when hyperlinks were activated in a ReadyDoc; fixed. 282060
· An Exception has been thrown by the target of an invocation error was occurring when attempting to delete a HUD that had posted transactions; resolved. 216233
· The Workflow Order Manager could consume a lot of memory when the list contains thousands of orders. This list is now capped at 5,000 orders. 268759
· In certain scenarios, a Cannot access member error was occurring when attempting to submit an order to a user who does not have full permission to tasks; resolved. 241608
· Templates were showing up incorrectly in the My Orders queues if they contained tasks that were assigned to those queues; fixed. 277292
· Currency formatting has been added to Worklist results for the transaction amount & ledger balance. 274335
· Searching by Property Address, Book, Page, or Map reference wasn’t working as expected when single alphanumeric characters were entered; fixed. 236972, 241103
· An Access is Denied error was occurring when trying to clear a group deposit containing a voided item; resolved. 265287
· Group deposits were not being cleared correctly when ClearGroupDepositsOnly was set to False in the xml definition file; fixed. 276796
· Performance improvements were made to how ProClear processes large BAI files. 265285
· The Receipts & Disbursements (Outstanding) Report was incorrectly including reassigned transactions which were cleared on or before a report date and then reassigned after a report date; fixed. 282298
· The Receipts & Disbursements (All) Report was not including transactions once they had been deleted, regardless of the Trust accounting date of the Deleted adjustment. 280295
· The find button under report tools was disabled unexpectedly; resolved. 284949
· Users were unable to import or drag PDF's into SPImage; resolved. 274648
· Rate Tables:
o A search field has been added to the Policy, Rate Table, and Discount Table managers. 137572
o The user may now import a .csv file to update/overwrite existing premium rate table data. 266712
o Additional columns have been added to the premium & discount rate table views. The user may use these to determine the status and the effective dates without having to open each record individually. The two additional columns are titled Effective Date and Status. 266713
· Policy:
o After copying & pasting an existing policy, rate, or discount entry, it is now automatically highlighted & selected; the user is no longer required to scroll through all records to locate the new policy. 266718
o Prior policy data is now cleared when changing the prior policy option from yes to no. 266725
o When creating a new policy, the Invoice Field now defaults to 1 & the Bill Code Field defaults to TP. 266728
· Select 4.0 has been tested and is supported on Windows 10. 281893
· Pooled server upgrades were failing; fixed. 247289
· In some situations, the server was unable to recover from database timeouts; resolved. 266603