Advanced Search Caching Improvements, Custom Email Alerts, and UAD 3.6 Reviewer Assignment (UAT)

DATE: June 2, 2026

AUTHOR: The Cotality CMS team

Platform Enhancements

Advanced Search — Performance & Caching Improvements [CDF-433]

SQL query improvements: optimized underlying database queries to ensure faster data retrieval
Caching infrastructure: enhanced mechanisms for frequently accessed search parameters to load instantly
Async pattern fixes: resolved asynchronous processing bottlenecks
These changes are platform-wide and automatically active

Advanced Search Export Enhancements [CLCTUTD-21599]

New Custom Email Alerts [CLCTUTD-20762]

Vendor Profile Sync [APPMOD-4481] — Configurable automatic approval or manual review for updates
Manual Reviewer Assignment [APPMOD-9021] — UAD 3.6 orders that do not go to the Investigate review tool can now be manually assigned
Investigate Reviewer Display [APPMOD-9023, APPMOD-9774] — Reviewer name displays on the CMS order with profile linking
Automatic File Validation [APPMOD-9957] — System now automatically blocks non-zip file uploads for UAD 3.6
Encompass EPC TPO Updates [APPMOD-9691-9695] — Read-only fields added: Living Unit Excluding ADU Count, PUD Indicator, Rent Schedule Indicator, Valuation Method Type, Property Type, Loan Purpose, and Product Type
Expanded Review-Only Order Support [APPMOD-9788] — Accepts Restricted Appraisal Updates and Completion Reports; adds Missing Parent Document ID validation
Corrected File Labels for Encompass [APPMOD-9786] — Fixed zip file download blocking issue
Review-Only Flag in CCL [APPMOD-10051] — Available for logic differentiation
Reviewer Role in Messages [APPMOD-9854] — Added to New Messages dashboard queue
Preserved Recipients on Replies [APPMOD-10208] — Order Log and Message UI now correctly keeps all recipients intact; composing role excluded from recipient list; "New to processor" toggle on and read-only
Service Type Renamed [APPMOD-9749] — Label changed to "Product" on customer invoices

Proof of Borrower Delivery [CLCTUTD-17996] — System now generates the Proof of Borrower Delivery (PBD) file before sending the final delivery post
Document Delivery for Multiple Contacts [CLCTUTD-20972, CLCTUTD-20713] — Fixed removal and status update issues; separate delivery entry created for each eligible contact
Vendor 2.0 – Provider Company Assignment [CLCTUTD-21485] — Confirmation window now displays correctly
Vendor 2.0 – Coverage Area Audit Logs [CLCTUTD-21034] — System now records the specific counties added or removed
Client Reference Validation [CLCTUTD-20632] — Blocks invalid "/" characters at entry
Repeated Notifications [CLCTUTD-20012] — Fixed duplicate notifications on closing date updates
Provider License Saving [CLCTUTD-19970] — Corrected state validation
Appraisal Report Text Display [CLCTUTD-7808] — Descriptions with line breaks now display fully
FHA Status During Updates [APPMOD-9515] — System now safely preserves existing FHA certification data
Contact Information Mapping [APPMOD-10107] — Appraisal details map correctly to contacts
Duplicate Fee Mapping Rows [APPMOD-9953] — Fixed rendering issue
Misspelling Correction [APPMOD-10179] — Fixed typo in bypass payment window

Ports Password Reset [CLCTUTD-21120] — Updated from 180 days to 90 days
Ports File Upload Validation [APPMOD-9978] — Clear error messages for invalid file types

Q2: Configurable Dashboard

Q2: Bulk Vendor Profile Updates