Overview
CMS is a status-based system. You will know where an order is in the order fulfillment lifecycle based on its status. The following table provides all statuses and the descriptions for each status.
Note: Statuses with an * only apply to legacy forms orders.
Status | Description |
Accepted | The service provider has accepted the assignment, which occurs automatically when a service provider accepts the assignment on Ports. |
Approved – As Is | The received product has been reviewed and deemed acceptable. The product is approved, and values are now available for the customer to view. |
Approved – With Conditions | The received product has been reviewed and deemed acceptable with minor defects. The product is approved, and values are now available for the customer to view. |
Pending Provider Acceptance | The order has been assigned to a service provider but has not yet been accepted or rejected. |
Auto-Assign Escalated Reviewer* | A reviewer has indicated that an escalated review is needed, and the order is in the process of being automatically assigned to an escalated reviewer. |
Auto-Assign Reviewer* | The valuation product has been received and review rules have run. The order is ready to be auto-assigned or manually assigned to a reviewer. |
Batch Quote In Progress | Invites for batch quotes have been sent to service providers. |
Bid Awarded | This status applies to the RFP process. The order changes to this status once a CMS user awards a service provider as the winning bidder within the Request For Proposal module. |
Bidding Complete | This status applies to the commercial order process. An order will change to this status once the bidding deadline passes for a Request For Proposal and at least one bid has been received. |
Cancelled - By Request | A processor should select this status if they receive a notification to cancel the order. |
Cancel Pending | A CMS user can manually place the order in this status while waiting for a confirmation to officially cancel the order or to put it back in an active status. |
Cancelled – Duplicate Request | After researching an Exception - Duplicate Order, the order is placed in this status to cancel it when the duplication is verified. |
Cancelled - General | This is a catch-all status to use when the reason for cancellation does not fit into any other cancelled status. |
Cancelled – Refund Due | An order that was paid for by the customer when it was placed is cancelled before the product is completed by the service provider. |
Cancelled – With Fee | An order is cancelled, but the service provider is due a partial or full fee for work completed. |
Customer Requested Review | The customer has requested a review of the completed valuation product. A CMS user can manually set an order to this status if they receive the request. |
Declined | After the review of the valuation product is complete, the order is manually changed to this status if the reviewer determines that the loan should not be approved. |
Dormant 90 Days | Orders will automatically change to this status after a 90-day period of inactivity. |
Revision Needed | The report has been received but is deemed unacceptable due to missing, incomplete, or inaccurate information. This status automatically sends the report back to the service provider for corrections. |
Draft Received From Provider | The report has been received from the service provider and is currently being reviewed by validation and review rules. |
Escalated Review Required | Orders in this status are required to go through a secondary review by a CMS user identified as an escalated reviewer. |
Exception – Duplicate Order | The order was found to be a duplicate of an open, existing order based on the property address. An entry in the message log states which order was a match. |
Exception – Escalated Reviewer | A reviewer has indicated that an escalated review is needed, and the order is waiting to be manually assigned to an escalated reviewer. |
Exception – GSE Rules | If a client has configured their CMS to adopt this feature, an order will change to this status if any specified investor submission rules fire against an appraisal. |
Exception - Investor Submission | Indicates that investor submission encountered an error or a fatal finding. The order is waiting for a user to review the issue and manually take action to resolve it. |
Exception - Manual Assign | Indicates the system was unable to automatically assign the order, or the service provider rejected the order. Before manually assigning, the user should read the message log. |
Exception – Property Details | Indicates a service provider is reporting an error in the property characteristics associated with the order. The order is waiting for a user to review the issue and manually take action to resolve it. |
Exception - Reviewer | An order is in this status when initially received and is waiting to be assigned to a service provider. |
Exception - Processor | Access instructions were entered by the customer and must be reviewed and approved by a processor before the order can be assigned to a service provider. |
Investor Submission In Progress | CMS is currently attempting to submit the valuation product to UCDP and/or EAD. |
In Process | This status is for "Review Only" orders after the valuation product has been uploaded. The valuation product is currently being reviewed by automated review rules. |
New Order Created | An order is in this status when it is initially received and is waiting to be assigned to a service provider. |
On Hold | The order has been manually placed on hold pending information to determine the next step needed for the order. |
On Hold - Waiting For Approval | The order has been manually placed on hold while waiting for approval to continue. |
Out For Bid | This status applies to the RFP process. An order will change to this status once at least one service provider has been invited to bid on it using the Request For Proposal module. |
PDF Extraction Incomplete | The order changes to this status when an unacceptable file type has been received and the PDF Scan process is unsuccessful. |
Processor Assignment Needed | For systems using the "Enhanced Processor Assignment" option, an order will change to this status when a processor could not be auto-assigned to an order. |
Provider Accepts with Condition | This status occurs automatically when a service provider accepts the order with a condition, such as a higher fee. The condition is recorded in the message log. |
Ready For Award | This status applies to the RFP process. An order in this status is ready to be awarded to the winning bid. |
Ready For RFP | This status applies to the RFP process. Orders in this status require a CMS user to open the Request For Proposal module to set RFP terms and invite service providers to submit bids. |
Ready For Escalated Review | The order has been assigned to an escalated reviewer and is waiting to be reviewed. |
Ready for Investor Submission | The valuation product is ready for manual UCDP submission. |
Ready For Review | The order has been assigned to a reviewer and is waiting to be reviewed. |
Rejected Online By Provider | This status occurs automatically when the service provider rejects the service request on Ports. |
Rejected – No Provider Response | This status occurs automatically when the service provider does not accept or reject the order within the set amount of time. |
RFP Expired | This status applies to the RFP process. An order will change to this status once the bidding deadline passes and no bids have been received. The RFP must be cancelled to move the order forward. |
RFP Open | This status applies to the RFP process. It indicates that a Request For Proposal has been opened, but no service providers have been invited to submit bids yet. |
Service Provider Assignment Review | If a client has configured their CMS to adopt this feature, an order will change to this status after vendor assignment for a processor to confirm or approve the assignment. |
Waiting For Disclosures | A delay has been set for the ordered service because documentation is required before the order can be assigned. An order will remain in this status until a CMS user manually clears the delay. |
Waiting For Payment | An order will remain in this status until the approved payment by credit card transaction is received by the system. |
Wholesale – Waiting for APSL | The Wholesale order is waiting for the valuation product to be uploaded to CMS. |
With Reviewer | The order has been assigned to a reviewer and is currently under review. |
With Escalated Reviewer | The order has been assigned to an escalated reviewer and is currently under review. |