Collateral Management System® | CMS®

UAD 3.6

Production release

Collateral Investigate review data, LOS integration, and system fixes

The production release, scheduled for September 02, 2026, includes several key updates. Below are the details of what’s included in this release and how it...

September 2, 2026

Product news

What's new at CMS?

Now there's one place to find out. Introducing a better way to stay in the loop on what we're building We are constantly evolving at CMS, and we want to make...

September 2, 2026

UAD 3.6

UAT release

Investigate Review Data to LOS, EGL Instruction Sequencing Fix, and Dashboard Tile Accuracy (UAT)

This UAT release adds Investigate review data synchronization to the LOS for UAD 3.6 orders and fixes Engagement Letter instruction sequencing. It also corrects dashboard tile count and export accuracy for My Orders views.

August 28, 2026

Collateral Investigate™

Rule Management CSV Export, Rich Text Checklist Support, and Checklist Versioning

This UAT release adds column filtering and CSV export to Rule Management, rich text support for checklist fields and final summary comments, and new checklist versioning. It also improves rule builder guidance, navigation, workflow payloads, and queue performance, and fixes twelve issues including duplicate findings and reviewer assignment reconciliation.

August 28, 2026

UAD 3.6

Production release

UAD 3.6 Investor Submission Bypass Expansion, UCDP Sequence Tracking, and Dashboard Search Collapse

This production release expands UAD 3.6 investor submission bypass options, adds UCDP sequence tracking to Exchange notifications, and collapses dashboard search criteria by default for a cleaner view. It also resolves several issues, including borrower name display, sales price redaction, and duplicate DPS payment orders.

August 26, 2026

UAD 3.6

UAT release

Dashboard Search Collapse, Exchange UAD 3.6 Sequencing Fix, and Borrower Name Display Corrections (UAT)

This UAT release collapses dashboard search criteria by default, corrects Exchange event sequencing for UAD 3.6 orders, and fixes blank borrower names in Advanced Search results. It also improves message read status visibility and sales price redaction consistency.

August 25, 2026

Collateral Investigate™

Tier-Level Escalation Configuration, Enhanced Rule Analysis, and Expanded Assignment Automation

This UAT release adds tier-level escalation configuration, enhanced rule analysis, and further automated reviewer assignment. It also improves Form Viewer performance, findings import/export, review workflow consistency, and tier administration, and fixes eleven issues including lost checklist responses during revisions.

August 24, 2026

UAD 3.6

Production release

UAD 3.6 Bypass Status Fix, Order Log Readability, and Deed File Type Corrections

This production release corrects the Investor Submission sub status set by the Bypass action for UAD 3.6 orders, improves order log readability, and fixes UTC date conversion from Investigate. It also resolves dashboard filtering, deed file type retention, and decimal score display issues.

August 19, 2026

UAD 3.6

UAT release

Dashboard Open Orders Filtering and UAD 3.6 Score and Date Fixes (UAT)

This UAT release fixes Open Orders graph filtering by product and corrects decimal score display and UTC date conversion issues for UAD 3.6 orders. No new platform enhancements were included in this release.

August 18, 2026

Collateral Investigate™

Automated Reviewer Assignment, Registry Integration Endpoint, and Five Rule Deprecations Requiring Action

This UAT release adds platform-driven reviewer assignment automation, a new authenticated collateral registry service endpoint, and revision-work prioritization in Get Next. It also improves tier management, findings/checklist usability, and platform performance, fixes ten issues, and deprecates five rules that clients must deactivate (four with direct replacements).

August 14, 2026