Collateral Management System® | CMS®

UAD 3.6

UAT release

PBD Generation Toggle and UAD 3.6 RFP Workflow Enhancements (UAT)

This UAT release previews a configurable Proof of Borrower Delivery (PBD) file generation toggle alongside a broad set of UAD 3.6 enhancements, including RFP workflow support, CDNA order tabs, and Engagement Letter improvements. It also resolves twelve issues found during user acceptance testing, from vendor profile bulk updates to payment error logging.

April 28, 2026

UAD 3.6

Production release

Custom Email Templates, Automated Collateral Review Checklists, and UAD 3.6 Revision Request PDFs

This production release introduces fully customizable status email templates and an automated collateral review checklist, alongside UAD 3.6 enhancements including formatted Revision Request PDFs and expanded CMSBI reporting. It also resolves ten issues covering ZIP code processing, street address parsing, EPC status updates, and payment URL formatting.

April 11, 2026

UAD 3.6

UAT release

Completion Report Product Additions and Hold Reason Label Fix (UAT)

This small UAT release lets users add a Completion Report or Restricted Appraisal Update directly from the product dropdown and removes a redundant "Hold Reason" label from the loan tab. It also previews upcoming Log and Message module updates and a Q2 bulk vendor profile update feature.

April 7, 2026

UAD 3.6

UAT release

Custom Email Templates, Revision Request PDFs, and CMSBI Reporting Enhancements (UAT)

This UAT release adds configurable custom email templates and an automated collateral review checklist, plus UAD 3.6 enhancements including formatted Revision Request PDFs and expanded CMSBI reporting fields. Nine issues found during testing are also resolved, including ZIP code processing, street address parsing, and payment URL formatting.

March 31, 2026

UAT release

Unscheduled Ports Maintenance for Billing Trigger Updates (UAT)

Cotality performed unscheduled UAT maintenance on Ports on March 24, 2026 to update the billing snapshot process supporting new rules for when Ports items are billed. No downtime was expected during the less-than-one-hour maintenance window.

March 24, 2026

UAD 3.6

Product news

New UAT and Production Release Cadence to Support Valuation Modernization

CMS.net added a new UAT and Production release cadence, effective March 15, 2026, to support an accelerated development schedule for Valuation Modernization. UAT releases now occur Tuesdays and Thursdays as needed, while Production releases run Wednesday evenings and Saturday mornings as needed.

March 14, 2026

UAD 3.6

Production release

TPO ID Integration, EPC Error Handling Updates, and April Transaction Fee Changes

This production release adds TPO Organization ID integration with Encompass, customizable EPC error handling and support routing, and new support email addresses for Ports and CMS Reports. It also details several issue resolutions and upcoming provider-paid transaction fee and billing changes effective April 1, 2026.

March 14, 2026

TPO Organization ID Integration, UAD 3.6 Indicators, and Bulk Order Upload Fixes

This production release adds TPO Organization ID integration with Encompass, UAD 3.6 readiness indicators and profile enhancements in AppraisalPort, and fixes for bulk order uploads, stuck orders, and UAD 3.6 fee calculations. It also introduces separate Messages and Recent Activity sub-tabs in the Log and Message area.

March 12, 2026

Disaster recovery exercise

Disaster Recovery Test Rescheduled to May 2: GAAR, GATR, and UAD 3.6 File Validation Impacts

Cotality will conduct a nine-hour disaster recovery test on May 2, 2026 (rescheduled from March 28), affecting GAAR, GATR, UAD 3.6 File Validation, UCDP submission, File Vault, and the Fee Worksheet Service. No application changes are involved, but users must hold all related activity during the affected windows since queuing is not guaranteed.

March 1, 2026

UAD 3.6

Production release

TPO ID Integration and UAD 3.6 Enhancements Head to UAT (Deploying March 3)

This UAT release, deploying to production on March 3, 2026, adds TPO Organization ID integration with Encompass, customizable EPC error handling, and new UAD 3.6 readiness indicators in AppraisalPort search and profiles. It also resolves nine issues including stuck orders, bulk upload errors, and UAD 3.6 fee calculation problems.

February 27, 2026