Collateral Management System® | CMS®

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

Collateral Investigate™

Checklist-to-Tier Assignment, Expanded GetNext Prioritization, and New Document Types Land in UAT

This UAT release lets organizations associate checklists with review tiers, expands GetNext prioritization to use valuation type, property type, and appraised value, and adds support for Property Data, Flood Certificate, and ROV document types, along with a Create Order API update and an "On Hold" status fix.

June 26, 2026

Collateral Investigate™

Read-Only Rule Builder View, Flexible CU/LCA Tier Thresholds, and Severity Renamed to Fatal in UAT

This UAT release adds a read-only Rule Builder view, a new tier-assignment option to accept either CU or LCA score thresholds, and renames the "Severe" rule severity to "Fatal", alongside artifact settings updates and a Checklist-saving fix.

June 24, 2026

UAD 3.6

UAT release

Manual Assignment Picker Filters, Investigate Flow Fixes, and Configurable Dashboard Preview (UAT)

This UAT release adds state and county filters to the Manual Assignment Picker and a new email template variable, alongside several UAD 3.6 Investigate flow fixes and payment email formatting updates. It also previews an upcoming configurable dashboard and bulk vendor profile update module.

June 23, 2026

Collateral Investigate™

Checklist PDF Reporting, Review Tier Locking, and Expanded GetNext Configuration Land in UAT

This UAT release adds checklist reporting to the Review Artifact PDF, review tier locking, expanded GetNext configuration, and Wordsearch permissions, alongside a broad set of findings, rules, and PDF generation improvements and fixes.

June 18, 2026

UAD 3.6

Production release

Advanced Search Performance Upgrades, 10K Export Limit, and UAD 3.6 Reviewer Enhancements

This production release delivers Advanced Search performance and caching improvements, a 10,000-record export limit, and new custom email alerts, alongside UAD 3.6 enhancements for vendor profile sync and reviewer assignment.

June 13, 2026