Collateral Management System® | CMS®

New Production Release Window: Every 2nd Saturday Starting September 13

Starting September 13, 2025, CMS production releases move to a new monthly window—the second Saturday of the month from 5:00–10:00 AM CST—as the platform shifts to a 4-week sprint cycle for extended UAT and QA time.

August 29, 2025

Valuation Connect Form Header Corrected to "Limited Desktop – Plus"

The August 14, 2025 UAT deployment updates the Valuation Connect form header to correctly display "Limited Desktop – Plus" (CLCTUTD-13505).

August 13, 2025

Order Status Renaming, Order Summary Modernization, and Encompass Closing Date Mapping

The August 9, 2025 production release renames CMS order statuses for clarity, modernizes the Order Summary UI with a new Product Type field, adds new Advanced Search filters, and maps Encompass's Estimated Closing Date into CMS, alongside six issue resolutions.

August 8, 2025

Order Summary Alias Labels and County Field Added to Address Line

The August 6, 2025 UAT deployment adds alias labels for the Loan Number, Additional Loan Number, Loan Officer, Processor, and Customer fields in Order Summary (APPMOD-3847), and updates the top address line to include County information.

August 5, 2025

Order Status Renaming and Order Summary Enhancements Head to UAT

This UAT release previews upcoming CMS order status renaming, Order Summary UI enhancements with a new Product Type field, expanded Advanced Search filters, and six issue resolutions ahead of the August 9 production release.

July 28, 2025

CMS SSRS Report Emails Switch to Cotality Sender Address

Effective July 19, 2025, CMS SSRS reports will be delivered from no-reply@Cotality.com instead of noreply@CoreLogic.com as part of the transition to the Cotality brand, so users must update email whitelisting accordingly.

July 16, 2025

Suspended AppraisalPort Auto-Assignment Prevention and EPC Status Processing Fixes

The July 12, 2025 production release prevents auto-assignments to suspended AppraisalPort accounts, fixes EPC status processing and other issues, and previews upcoming CMS order status name changes rolling out to UAT July 28 and production August 9.

July 11, 2025

New Monthly Release Cadence, 4-Week Sprint Cycles, and Extended UAT Windows

Collateral Management System is moving to a monthly production release schedule (every 2nd Saturday, starting July 12, 2025) built on 4-week sprint cycles with extended UAT windows for client validation.

July 3, 2025

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