Collateral Management System® | CMS®

Production release

PBD File Generation and Multi-Contact Document Delivery Fixes Delayed from May 9 Release

Two issue resolutions — Proof of Borrower Delivery (PBD) file generation and multi-contact document delivery fixes — were delayed from the May 9, 2026 production deployment while validation checks are completed. Both fixes remain in progress and will follow in a future release.

May 11, 2026

UAD 3.6

Production release

PBD Generation Toggle, New Log and Message Module, and UAD 3.6 RFP Workflow Enhancements

This production release adds a configurable toggle for Proof of Borrower Delivery (PBD) file generation, a redesigned Log and Message module, and a wide set of UAD 3.6 enhancements including RFP workflow support and CDNA order tabs. It also resolves eleven issues spanning document delivery, batch quote assignment, and payment error logging.

May 9, 2026

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