Collateral Management System® | CMS®

Collateral Investigate™

Static Custom Rules, Multi-Recipient Messaging, and Final Artifact Display Controls Now in Production

Production Release 188 brings static custom rules, multi-recipient Investigate messaging, and final artifact controls for review outputs to production, along with broad improvements to assignment logs, checklists, and review finalization workflows, plus over 20 stability and bug fixes.

July 29, 2026

UAD 3.6

UAT release

Investigate Order Creation Error Handling, EGL Customer Label Improvements, and Profile Sync (UAT)

This UAT release adds enhanced error handling for Investigate order creation and simplified EGL customer label display, alongside fixes for collaboration product type persistence and duplicate property address events. It also previews upcoming Profile Sync functionality for AppraisalPort vendor documents.

July 28, 2026

Collateral Investigate™

Configurable CMS Dashboard with Pinned Orders, Combined Revision Request Messaging, and Auto-Populated Reviewer Info

This release introduces a configurable CMS dashboard with a new Pinned Orders tile and user/admin customization, and — for organizations with UAD 3.6 enabled — combines Investigate revision request comments into a single history entry and auto-populates reviewer reason and source for Investigate-originated revisions.

July 24, 2026

Production hotfix release

Payment Email Address Formatting Fix

This production hot fix extends a prior address formatting improvement to additional payment emails, adding a comma between the street address and city. The change ensures consistent formatting across payment communications and supports automated processing requirements.

July 22, 2026

Product news

New Connecticut Planning Regions Replace Legacy Counties in UAT

New Connecticut planning regions have replaced legacy county structures in the CMS UAT environment to align with USPS geographic designations, requiring clients to manually update county-level UAT configurations. Connecticut updates move to production in Q1 2027, ahead of the Q3/Q4 2026 UAD 3.6 migrations.

July 16, 2026

UAD 3.6

Production release

Manual Assignment Picker State/County Filters and UAD 3.6 ROV Process Flow

Production Release 181 adds state and county filters to the Manual Assignment Picker, a task title email template variable, and UAD 3.6 improvements including the ROV process flow and restored role-label aliasing. It also resolves multiple UAD 3.6 workflow issues and previews an upcoming bulk vendor profile update module and configurable dashboard.

July 11, 2026

Collateral Investigate™

Checklist Data Now in Review Events and PDFs, Infinite Scrolling for Lists, and Non-Fatal UAD Rules Disabled

This UAT release adds checklist visibility to review events and PDFs, infinite scrolling for lists and search results, import support for Word search rules, a new Collateral Registry client info endpoint, and disables non-fatal UAD rules to reduce unnecessary findings, alongside several order management, checklist, and stability fixes.

July 7, 2026

UAD 3.6

UAT release

Message Reply Formatting, Role Label Aliasing, and Inclusionary List Fixes (UAT)

This UAT release improves message reply composition and restores role-label aliasing for UAD 3.6 clients, while fixing Message Access Rules selection, Inclusionary List saving, and AppraisalPort revision PDF viewing. It also previews upcoming bulk vendor profile updates and a configurable dashboard.

July 2, 2026

Collateral Investigate™

New "Revision Needed" Flag for Manual Findings, Per-Version Disposition Tracking, and Rule Evaluation Fixes

This UAT release adds a "Revision Needed" flag for manually added findings, isolates disposition tracking by report version, improves review rule evaluation and photo retrieval, and fixes trailing-space handling in rule names plus platform mapping for user lifecycle events.

July 2, 2026

Collateral Investigate™

New UAD Data Extraction Fields, Flexible Assignment Routing, and Cross-Environment Rule Migration Land in UAT

This UAT release adds UAD extraction support for Total Room Count and Significant Real Property Appraisal Assistance data, a new "any of selected criteria" option for assignment routing, and the ability to export and import custom rules between environments, alongside findings, artifact, and permissions fixes.

June 30, 2026