UAD 3.6 Decision Mapping, Engagement Letter access, and Construction Details update

DATE: September 15, 2026

AUTHOR: The Cotality CMS team

The UAT release, scheduled for September 11, 2026, includes several key updates. Below are the details of what’s included in this release and how it supports our ongoing efforts to improve system performance and user experience. Please subscribe to receive notifications when new product news and release notes are posted.

Platform enhancements

None at this time.

Platform enhancements only visible with UAD 3.6 enabled

Investigate Decision & Reason Mapping [APPMOD-9497, APPMOD-11538, APPMOD-11539, APPMOD-11609] We added a new feature that lets clients configure custom mapping rules that automatically update C/MS order statuses based on Investigate review decisions and reasons, and/or hold requests and hold reasons.

Engagement Letter Access and Construction Details [APPMOD-11875, APPMOD-11869]
We updated user permission roles so authorized users can open Engagement Letter instructions without redirection issues. We also corrected form saving behavior to ensure construction method selections save accurately.

Issue resolutions

Vendor profile including “conventional” subloan type [APPMOD-11805]
We fixed an issue where vendor profiles created using certain methods did not automatically check the “conventional” subloan type. We also updated all existing vendor profiles to ensure “conventional” is checked for every vendor.

Investigate Review Workflow Sync and Reliability [APPMOD-11600]
We fixed an issue that prevented some orders for clients using the Review Sampling feature from flowing to Collateral Investigate appropriately.

Coming soon

Feature area	Summary of changes	Key user benefit	Target date
Dashboard count discrepancies	Update the dashboard to ensure the count and results display and export accurately.	Accurate dashboard view of My Orders pipeline	Week of September 21, 2026
Moving audit trail items to the “Recent Activity” tab	We are moving some items that currently show up in the “Messages” tab of Log and Message to the “Recent Activity” tab, as they are audit trail logs, not messages from a person or messages that require action. Examples include: Logs of decisions made by users. For example, Property Details Collaboration logs (Product Order Details Updated, Rejected, or Approved) and Provider fee/date Conditions accepted or rejected Confirmation of Service Provider Assignments and changes Order details or comments being modified	Enables users to focus on messages by decluttering the Messages tab and separating audit trail logs into their own tab.	Week of September 21, 2026
Reconciliation workflow	Completion of UAD 3.6 reconciliation workflow with Collateral Investigate	Enables clients to perform reconciliations between two appraisals and send the results back to CMS	TBD

Feature area

Summary of changes

Key user benefit

Target date

Dashboard count discrepancies

Update the dashboard to ensure the count and results display and export accurately.

Accurate dashboard view of My Orders pipeline

Week of September 21, 2026

Moving audit trail items to the “Recent Activity” tab

We are moving some items that currently show up in the “Messages” tab of Log and Message to the “Recent Activity” tab, as they are audit trail logs, not messages from a person or messages that require action. Examples include:

Logs of decisions made by users. For example, Property Details Collaboration logs (Product Order Details Updated, Rejected, or Approved) and Provider fee/date Conditions accepted or rejected

Confirmation of Service Provider Assignments and changes

Order details or comments being modified

Enables users to focus on messages by decluttering the Messages tab and separating audit trail logs into their own tab.

Week of September 21, 2026

Reconciliation workflow

Completion of UAD 3.6 reconciliation workflow with Collateral Investigate

Enables clients to perform reconciliations between two appraisals and send the results back to CMS

TBD

Please visit our Valuation Modernization resource hub designed exclusively for our existing clients. This dedicated site offers comprehensive documentation on the upcoming platform updates to support the UAD 3.6 appraisal workflow. We will keep the site regularly updated with new resources to help you navigate the changes smoothly, so check back often.

Please subscribe to receive notifications when we post new product news and release notes. Thank you for your continued feedback and partnership in improving our platforms.

If you have questions or concerns, please reach out to your Client Success Manager. You can also contact Cotality Support at cms.support@cotality.com or 1-888-963-3330.

CMS Support
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