Collateral Management System® | CMS®

Collateral Investigate™

Checklist Import/Export, Tier-Specific Artifacts, and Multi-Comment Findings Collaboration

This production release delivers checklist import/export, tier-specific artifact configuration, multi-comment findings collaboration, and LTV-aware assignment automation. It also improves review reopening, rule accuracy, outbound tier messaging, and workflow data retention, alongside fifteen bug fixes.

August 14, 2026

UAD 3.6

Production release

Vendor Profile Sync from AppraisalPort, UAD 3.6 Bulk Vendor Updates, and ROV Review Fixes

This production release adds vendor profile document syncing from AppraisalPort, a new bulk vendor profile update module for UAD 3.6, and fixes to ROV Review attachment delivery. It also resolves several issues spanning product change proposals, EGL version history, and vendor bulk update prioritization.

August 12, 2026

UAD 3.6

Production release

Email Template Typeahead, My Groups Dashboard Queue Counts, and UAD 3.6 Duplicate Order Prevention

Production Release 191 introduces email template typeahead and filtering, expanded My Groups Dashboard queue visibility, and UAD 3.6 improvements including duplicate order prevention and a new Pinned Orders tile. It also resolves fourteen issues spanning collaboration, UCDP, engagement letters, and bulk order creation.

August 8, 2026

UAD 3.6

Product news

Updated UAT and Production Release Cadence for Valuation Modernization

Effective August 10, 2026, CMS.net, Ports, and Investigate are moving to a new UAT and Production release cadence to support Valuation Modernization. UAT releases now occur Tuesdays and Fridays, while Production releases move to Wednesday evenings.

August 7, 2026

2026 release calendar

Release calendar

2026 code release, maintenance, and holiday schedule

CMSnet , AppraisalPort , and Collateral Investigate 2026 code release, maintenance, and holiday schedule Effective date: August 7, 2026 UAT release: This is...

August 7, 2026

Collateral Investigate™

Multi-Comment Collaboration, Checklist Import/Export, and Tier-Specific Review Configuration

This UAT release introduces multi-comment collaboration on findings, checklist import/export, tier-specific artifact configuration, and a new workflow simulation tool for administrators. It also improves assignment automation, review lifecycle handling, rule accuracy, Form Viewer highlighting, and outbound tier messaging, alongside nine bug fixes.

August 7, 2026

Collateral Investigate™

PDF Artifact Generation, Smarter Helpdesk Diagnostics, and Improved ROV Review Handling

This production release adds PDF artifact generation from review orders, enhanced Collateral Helpdesk diagnostics and Registry data management, and automatic new-review creation for reconsideration (ROV) requests. It also improves the Form Viewer, checklist workflows, file access, assignment automation, authentication, and cross-service data synchronization, alongside twelve bug fixes.

August 6, 2026

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