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Following is a list of changes and new
functionality for this release. Refer to the
release documentation for more details.Click here
to download the release documentation. |
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User Interface Enhancements |
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New look for buttons and logo |
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My Contact Details |
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Task Screen Improvements–
15 Tasks per page plus page navigation. |
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Task Screen Improvements–
Task Counter in the queue drop downs. |
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Task Screen Improvements–
Auto-Refresh for Task and In Progress lists. |
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Search Screen Improvement |
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Consolidation of Administration Tabs |
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Functionality Improvements - Lender |
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LOGO Customisation on VMS screens |
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Default tasks filter setting |
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Common Street type dropdown entries |
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E-mail address field in Property Contact Details screen |
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Request Valuer’s report after Finalisation |
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New Valuation Reassignment Functionality |
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New Lender specific Business Process Rules |
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New Lender Valuation Decisioning Engine |
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Better Postcode Weighting Management |
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Functionality Improvements - Valuer |
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Delay Outstanding Indicator |
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Reporting - Lender Reports |
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Report Duplicate Orders |
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Average Market Value Report |
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New VMS Cost Allocation Extract Report |
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Activity by Business Unit Report |
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Lender Users Details Report |
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Reporting - Valuer Reports |
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Valuer Activity Report |
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Acceptance Turnaround Report |
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Selection Criteria |
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General Enhancements |
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History Screen Improvements |
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Improvements for Modification details |
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Generated Reports |
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Invoice Screen Enhancements |
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Invoice Searching Enhancement |
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New Calendar Widget |
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Other Enhancements |
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Following is a list of changes and new
functionality for this release. Refer to the
release documentation for more details.
Click here
to download the release documentation. |
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General VMS Enhancement |
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Row highlight Functionality
–
Row highlighting occurs when you pass the mouse over a row. |
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VMS Lender
Enhancement |
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Valuer Movement Report–
New Report for Lenders to track Valuers which have been added/removed from VMS. |
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Email Notification–
A new Business Rule has been created to allow Lenders to receive email notifications for certain updates. |
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Rename of the Change Business Unit Button–
The 'Change Business Unit' button has been renamed to 'Business Unit'. |
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Valuations In Progress–
New screen to allow Lenders to view their current work in progress Valuations. |
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Fiordland VMS interface–
An interface between the Sandstone Fiordland Lending product and VMS has been created. |
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Report access for Valuers–
Lenders can now order reports for their panel of Valuers. |
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VMS Valuer
Enhancement |
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Reports–
New tab allows Valuers to access certain system generated reports. |
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Print Button–
New print button on Task screen. |
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Following is a list of changes and new
functionality for this release. Refer to the
release documentation for more details.
Click here
to download the release documentation. |
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General VMS Enhancement |
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Search Screen Functionality
–
The search screen has had some enhancements for search options and functionality. |
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Invoice Details
–
The Invoice Details screen will now show summary details. |
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VMS Lender
Enhancement |
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Generated Reports –
New screen allows Lenders to view generated reports |
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Valuer Management–
Minor changes have been made to the 'Add New Firm' screen.
The 'Valaution Firm Details' screen will now display the Certificate of Currency details. |
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VMS Valuer
Enhancement |
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My Contact Details–
New screen allows individual Valuers to maintain some of the details on the system. |
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Certificate of Currency–
New screen to facilitate the capture of the Certificate of Currency details for a Valuation Firm. |
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AAPI Classes of Membership–
A new field has been added to the 'Individual Valuer Details' screen. This will allow for a Valuer to capture their
AAPI class of membership. The membership status will be displayed on the Valuation Summary Report. |
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Release Notes: Contact VMS Support for
copy of detail. |
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The Administrator
User Id and password will only be allowed to access
the VMS Administration area. If required, please
issue a new user id and password to access the
Lender / Valuer functional area. |
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General VMS Enhancement |
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Search Screen Functionality
–
The search screen has had some changes to allow
for viewing all search items found and not just
returning a limited number. |
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User Maintenance Functionality
–
The user maintenance screen will now show the
first 20 users in a group. The user can then
proceed to the next page if they wish to view
the next page of users in the list. |
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Screen Layout Changes
–
The changes have been made in
order to improve the request /response screens
for a Valuation. |
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User Administration
–
allow a Lending Institution or a Valuation Firm
to have more than one administrator – the new
administrator is called a ‘Level 1
administrator’. |
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Review of Notes Added
–
The new functionality captures the fact the note
or valuation has been reviewed by storing the
date and time. |
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VMS Lender
Enhancement |
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Customisable
Screen Flow –
Screens that can be customised for a Lending
Institution (turned on or off) are only
applicable to the following valuation types:
Full, Restricted Access and Short Form. |
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Lender Fax
Functionality –
This functionality has to be activated on the
request of the lender. The functionality
facilitates the faxing of Valuation Summary
reports. |
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Lender Ad-Hoc
Reports – A
Lender can order a report for a frequency of
‘Once Only’ and specify a date range the report
is to be generated for. |
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Lender
Release Notes: Contact VMS Support for copy of
detail |
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VMS Data Model
and Data Dictionary Document |
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A Multi-Lender
System |
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Customisable screen flow |
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Hide or Show Fields (i.e. Data and Labels) |
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Hide or Show Dropdowns |
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Mandatory and Optional Fields |
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Customisation of screens for the Valuers
Response |
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Additional
Response & Request Screens |
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Lending
Administrator Users |
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Administrator Logon |
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User Password Protection |
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Additional Functions (tokens) |
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Movement of Business Unit Maintenance |
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Ordering a New
Request |
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Changing Business Units – views on main task &
request screens |
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New Change Business Units rule |
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Additional Task Queue Filters |
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Property Modifications and Contact Details |
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My
Contact Details Tab |
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Related Parties – Request Screens |
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Documents |
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New
Concise RA Request Screen |
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Minor Changes to Property Details 1 and 2
Screens |
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Change Task Owner Option |
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Invoice
Notification Enhancement |
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Organisation
Details Enhancements |
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Valuer
Management Enhancements |
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Valuer Management – View Current Postcodes by
Firm |
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Filter by all, activated and deactivated |
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Valuation request – Auto Weighting Distribution |
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Additional
Enhancements |
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Additional data validation |
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Additional Valuation Response business rules |
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Additional email notification to the Lender’s
users |
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Additional Information in Request Email to
Valuer |
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General Enhancements |
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Reports |
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Turnaround Report (new report) |
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Valuation Fee Change Report (new report) |
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Invoice Report (enhancements) |
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Activity Report (enhancements) |
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Valuer
Release Notes. Contact VMS
Support for copy of detail |
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VMS
Administrator Enhancements |
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User Password Protection |
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Valuation Firm
Administrator Enhancements |
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Valuation Firm Administrator Logon to
Administrator Area Only |
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Valuer task ownership of Fee, Delay and Notes |
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Response
Enhancements |
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Task Multi-Lender Filter for Valuer |
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Return to current task on task tab |
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New
Functionality on History Screen |
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Response Title screen |
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Response Reports screen |
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Response Valuer screen |
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Response Customisations |
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Screen Hide/Show customisations |
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Field Hide/Show customisations |
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Field Mandatory/Optional customisations |
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History Screen Time Display |
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Additional
Enhancements |
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Additional data validation |
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Additional Information in Request Email to
Valuer |
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General Enhancements |
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LIXI compliant valuation request screens, which
includes: |
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The
full LIXI data set |
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Multiple property estimates |
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Multiple contacts |
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Multiple titles |
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Multiple modifications |
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Multiple accommodations |
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Document attachments |
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Duplicate
address matching – to add control to ‘over
ordering’ |
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Customisation to
‘request data fields’ |
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Restricted
valuation details visibility for brokers and
branch staff |
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New user
interface features: Navigation Bar, Calendar
Tool |
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‘Amendment
Required’ feature post completion per
finalisation |
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New valuation request type: Desktop/residential
property review (optional by lender) |
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‘RA to Full’ and
‘Desktop to Full’ business rules |
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Acceptance SLA
management and reporting |
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Contact details
can be associated with each Business Unit
(optional by lender) |
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Rationalised
notes view and consolidation to one screen |
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Added Inspection
Date field in completion process |
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Changes to
Valuers assign and appointment screens to make
them more user friendly |
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Appointment date
can be back dated |
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Land Only and
Desktops are optional valuation types |
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Save local copy
of valuation in HTML |
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Extended
completion notes text to 400 characters |
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Sorted
Individual valuer list alphabetically |
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Property address
on two lines for ‘task list screen’ |
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Property address
heading added to Valuation Summary Report |
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Realignment of
action buttons |
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New completion screens |
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The
completion screens have been streamlined to
better reflect the completion process. A
confirmation screen has been added, providing
easy review of a valuation and any attached
reports before it is submitted. From the
confirmation screen, the valuation details can
also be printed. |
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For property and
market risk ratings, a value of zero can now be
selected to indicate an unknown or
non-applicable rating. |
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Ordering full
valuations from completed RAs |
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A full valuation
can be ordered from any Completed or
Finalised Restricted Access valuation.
Selecting to 'Order Full' generates a new full
valuation with the previous RA's details.
Standardised fees can still be applied for these
valuations. |
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A new type of
standard fee, 'RA to Full' has been included to
cater for this new feature. |
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Valuations
ordered from an RA are linked to the previous
valuation. Selecting to 'View RA' brings up the
view screens of the original Restricted Access
valuation. |
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Cancellation
fees introduced |
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Upon requesting
a cancellation of a valuation, the lender is
prompted to specify a cancellation fee ranging
from zero to the full fee amount. This brings
the valuation into Awaiting Cancellation
status. The valuer receives a task to 'Confirm
Cancellation'. After reviewing the cancellation
details, the valuer can either request a fee
change to negotiate a new cancellation fee, or
confirm the cancellation which brings the
valuation into Cancelled status. |
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Other |
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A 'Valuers
Report' button is now included in the action
column for any valuations with an attached
report. This provides direct viewing access to
the valuers report. |
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New notification features |
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When a note is added, a 'To Review' task appears on
both the lenders' and valuers' task list. |
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When a lender approves or rejects a fee change or
delay request, a 'To Review' task appears on the
valuers' task list. |
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When a note is added by a lender, an email
notification is sent to the appropriate valuer (this
behaves similarly to existing email notifications) |
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Presentation
upgrades |
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In all view
pages and the Valuation Summary screen, the
placement of the Property and Market Risk
Ratings have been reordered to be consistent
with existing conventions. |
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All task descriptions have been renamed (e.g. "To
Accept" is now "Accept"). |
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The notes and history screens now reference the
valuation property address in the header. |
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Other |
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A new lender
user function, 'Cancel a completed valuation'
has been added. If granted, it allows a lender
to cancel a valuation even if it has already
been inspected or completed. This caters for
exceptional cases where a valuer completes a
valuation in error, requiring the lending
institution to dismiss it. |
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In order to complete a valuation, a valuer's market
authorisation limit must not be less than both the
'Customer Estimate' (set upon request) and 'Estimated
Market Value' (upon completion) of the valuation. |
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A 'Subject'
field has been added for notes. |
