DATE:
AUTHOR:
The Cotality CMS team
Collateral Investigate™

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

DATE:
AUTHOR: The Cotality CMS team

What's New

  • Enabled the ability to associate checklists with review tiers, allowing organizations to apply structured review steps based on assignment logic

What's Changed / Improved

Review & Assignment Experience

  • Enhanced GetNext prioritization logic by enabling additional fields (e.g., valuation type, property type, appraised value) to be configured and used for assignment workflows

Document & Workflow Processing

  • Added support for additional document types within Review and Workflow processing, expanding coverage. Additional supported document types include Property Data , Flood Certificate , ROV Internal , ROV External , and ROV Disclosure

  • Updated the Create Order API to allow orders to be submitted without a Borrower Name when not yet available, improving intake flexibility

Bug Fixes

  • Resolved an issue where the "On Hold" status was not functioning correctly, restoring expected workflow control for managing review statuses

Additional Notes

  • Ongoing weekly support work (Weeks 9–11) for stabilization

  • Continued investment in automation and reliability

Support

If you encounter any issues or have feedback during UAT testing, please submit a ticket here.

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