Collateral Management System® | CMS®

Suspended-Provider Auto-Assignment Safeguards and Issue Resolutions (UAT)

This UAT release ahead of the July 1, 2025 production deployment adds safeguards that prevent auto-assignment to providers with suspended AppraisalPort accounts and resolves four issues affecting API status reporting, Encompass task transfer, engagement letter security, and cost center data.

June 30, 2025

Document E-Delivery Tracking, Apigee Authentication, and Canceled-Order Fixes

This production release adds borrower document e-delivery tracking with a new Proof of Borrower Delivery file, introduces Apigee token-based authentication for file downloads, stops Encompass updates on canceled orders, and resolves eight additional platform issues.

June 17, 2025

Custom AI-Ready Valuation Form for Exterior Hybrid Orders (UAT)

This UAT fix release adds a new AI-ready custom valuation form to support fulfillment of Exterior Hybrid orders, deployed during a 30-minute maintenance window with no expected interruption to testing.

June 16, 2025

Scheduled UAT Environment Maintenance Window

The UAT environment was unavailable for a required system update on Friday, June 13, 2025, from 3:00 PM to 4:00 PM CST.

June 13, 2025

Whitelist Cotality Domains to Keep Receiving Release and Incident Notifications

To ensure you keep receiving release and incident notifications, please work with your IT department to whitelist Cotality's email domains and subscribe via the release-notifications and platform-status pages.

June 12, 2025

Decision Services Gateway Maintenance in UAT

CMS's Decision Services Gateway underwent a 30-minute maintenance window in UAT on June 11, 2025, with no expected interruption to standard testing activities.

June 10, 2025

Proof of Borrower Delivery Tracking, Session Re-Authentication, and GAAR Worksheet Fixes (UAT)

This UAT release introduces Proof of Borrower Delivery tracking for electronic document delivery and resolves eight issues, including clearer file upload error messaging and automatic re-authentication prompts on session expiration.

June 10, 2025

Browser Cache Clearing Guidance Following May 28 Production Release UI Issue

Following the May 28, 2025 CMS.net production release, some users encountered a UI rendering issue that can be resolved by clearing browser cache; this post provides step-by-step instructions for Microsoft Edge and Google Chrome.

May 29, 2025

New Investor Contact Type, Bulk Fee Plan Administration, and Loan/Files UI Relabeling

This production release adds a new Investor Contact Type and bulk Administrative Fees management, relabels several tabs for clarity ("Loan", "Files", "Product"), and resolves five issues including a Connecticut zip code logic update and an appraisal invoice delivery fix.

May 28, 2025

Order Lifecycle Status Name Changes Effective July 9, 2025

Effective July 9, 2025, Cotality is renaming six order lifecycle statuses across its valuation platforms to modernize usability; only the status names change, so downstream reports referencing the old names outside CMS should be updated.

May 22, 2025