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

DATE: June 13, 2026

AUTHOR: The Cotality CMS team

Platform Enhancements

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

Advanced Search Export Enhancements [CLCTUTD-21599]

Custom Email Alerts [CLCTUTD-20762]

Vendor Profile Sync [APPMOD-4481] — Administrators can configure automatic or manual review for coverage areas, licenses, E&O, and products
Manual Reviewer Assignment [APPMOD-9021] — Assign reviewers to UAD 3.6 orders, bypassing the Investigate tool
Investigate Reviewer Display [APPMOD-9023, APPMOD-9774] — Assigned reviewer names now display on CMS orders
File Validation [APPMOD-9957] — System now automatically blocks non-zip file uploads for UAD 3.6
Encompass EPC TPO Updates [APPMOD-9691-9695] — Added read-only fields including Living Unit Count, PUD Indicator, Rent Schedule Indicator, Valuation Method Type, Property Type, Loan Purpose, and Product Type
Review-Only Orders [APPMOD-9788] — Now accepts Restricted Appraisal Updates and Completion Reports
Encompass File Labels [APPMOD-9786] — Corrected file type requirements for downloads
CCL Review-Only Flag [APPMOD-10051] — New flag available for logic differentiation
New Messages Dashboard [APPMOD-9854] — Added Reviewer recipient option
Message Recipients [APPMOD-10208] — Recipients preserved on replies; composing role excluded from recipient list
Invoice Labeling [APPMOD-9749] — Changed "Service Type" to "Product" on invoices
UCDP Bypass [APPMOD-10256] — Users with "Investor Submission – Advanced" permission can bypass UCDP
Manual UCDP Resubmission [APPMOD-10157] — Submit button appears after 30 minutes of incomplete submission

Proof of Borrower Delivery [CLCTUTD-17996, CLCTUTD-21382] — PBD file now generates before the final Client LOS post; clients can configure timing preferences
Multiple Contact Document Delivery [CLCTUTD-20972, CLCTUTD-20713] — Separate delivery entries created and maintained per contact
Vendor 2.0 Company Assignment [CLCTUTD-21485] — Confirmation window displays correctly
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
Provider License Saving [CLCTUTD-19970] — Correct state validation enables proper saving
FHA Status Preservation [APPMOD-9515] — FHA certification data maintained during updates
Contact Information Mapping [APPMOD-10107] — Appraisal details now map correctly to contacts
Fee Mapping Display [APPMOD-9953] — Eliminated duplicate rows on screens
Misspelling Correction [APPMOD-10179] — Fixed typo in direct payment bypass popup
Bid Request Property Details [APPMOD-10455] — Property details now included in bid instructions

Password Reset Update [CLCTUTD-21120] — Passwords now reset every 90 days instead of 180 days
File Upload Validation [APPMOD-9978] — Error message displays for non-zip file uploads

Q2: Configurable Dashboard

Remove duplicate queues
Update dashboards to Advanced Search format
Add a "Pinned Orders" tile (up to 100 pinned orders)
User configurations: tile/chart selection, saved searches, tab opening preferences
Admin configurations: global dashboard override options

Q2: Bulk Vendor Profile Updates