CMS production release: UAD 3.6 reconciliation workflows, review decision mapping, and system updates

The production release, scheduled for September 23, 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 we post new product news and release notes.  

Platform enhancements

None at this time.

Platform enhancements only visible with UAD 3.6 enabled

UAD 3.6 Reconciliation workflow [APPMOD-10884, APPMOD-10885, APPMOD-11077, APPMOD-11080, APPMOD-11084, APPMOD-11673]:
CMS now seamlessly routes completed reconciliation reviews, advancing selected appraisal orders to approved underwriting statuses while archiving unselected orders as billable records. The system also manages mid-flight order cancellations and retroactively returns orders to review if a second appraisal arrives later.

Collateral Investigate Review Decision mapping [APPMOD-9497, APPMOD-11538, APPMOD-11539, APPMOD-11609]:
Administrators can now map review decisions and specific decision reasons to CMS statuses through a dedicated configuration interface. Orders automatically transition to client-configured statuses when they receive review results.

Collateral Investigate Hold Reason mapping [APPMOD-11790, APPMOD-11791, APPMOD-11792]L
A new Hold Reason Mapping interface enables administrators to map reviewer-instigated hold reasons to CMS statuses. When an On Hold request is sent from Collateral Investigate to CMS, orders will automatically transition to the designated status.

Order updates between CMS and Collateral Investigate [APPMOD-11865]:
CMS now automatically sends order updates to Collateral Investigate when data fields change.  

Messages re-categorized as “Recent Activity” [APPMOD-11255]:
To continue streamlining the Messages tab in Log and Message, we moved several subject lines from the “Messages” tab to the “Recent Activity” tab, classifying them as audit trail logs rather than 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

Security improvements

We are continuing regular maintenance activities to support system security, protect user data, and ensure reliable performance.

Issue resolutions

Improved AVM Address Validation [CLCTUTD-24642]:
Enhanced AVM address validation processing by correctly sending address prefixes, improving validation accuracy, and reducing order failures.

UAD 3.6 Appraisal Reconciliation Identification [APPMOD-10882, APPMOD-10883, APPMOD-11360, APPMOD-11994]:
The system now accurately identifies reconciliation scenarios by verifying that a folder contains two active Appraisal URAR orders. It automatically links the paired document ID and correctly applies the reconciliation flag when transmitting orders for review.

Review Sampling order submission to Collateral Investigate [APPMOD-11600]:
We fixed an issue that prevented orders that go through our Review Sampling feature from being submitted to Collateral Investigate appropriately.

SendReviewData integration event [ APPMOD-11787]:
We fixed a race condition that prevented the SendReviewData event from successfully being sent to the LOS through pour standard integration. 

 UCDP Investor Submission and Finding Management [APPMOD-11382]:
We resolved an issue where non-fatal UCDP findings were resulting in revision requests to service providers. Revision requests are now only created for UCDP fatal findings.

Dashboard count accuracy and performance [APPMOD-11808, APPMOD-11861]:
We fixed an issue where Dashboard tile counts didn't align with the results once a user opened the queue. Dashboard tiles now calculate message and due date counts more accurately and load faster. Tiles now align precisely with Advanced Search results.

Dashboard Reviewer queue order filtering [APPMOD-11674]:
We fixed an issue where, in some cases, users were seeing orders in their “My Orders” queue that were not assigned to them. Users opening reviewer dashboard queues now see only orders assigned to their account, preventing other reviewers' orders from appearing in their queue results.

Dashboard Advanced Search sorting and score visibility [APPMOD-11700, APPMOD-11931]:
We fixed an issue where the sorting functionality in Dashboard Advanced Search results was not working correctly. Advanced Search results now support dynamic column sorting and can display CU and LCA scores for UAD 3.6 appraisal products.

Engagement Letter Configuration and Field Persistence [APPMOD-11869, APPMOD-11875]:
We fixed an issue with permissions and data saving in the Engagement Letter module. Users with instruction management permissions can now access Engagement Letter settings seamlessly and save construction method configurations without data loss.

Auto-Assignment processing for RFP Orders [APPMOD-11859]:
We resolved an issue where orders manually flagged for RFP became stalled in New Order status during auto-assignment. Orders now advance smoothly through the assignment queue even when bypass auto-assignment rules are active.

Vendor Profile Document Viewing and Download [APPMOD-4490]:
We resolved an issue when viewing and downloading vendor profile documents on the Vendor Changes tab in Vendor Management. When a change is made via the AppraisalPort profile sync feature, users reviewing and approving those changes can now reliably open and download documents with complete file names and file formats intact.

Service Provider Conventional Appraisal Default [APPMOD-11805]:
We fixed an issue where, for certain vendor profile creation methods, we were not setting the vendor as eligible for conventional appraisals by default. We have updated all vendor profile creation methods to check the read-only “Conventional” sub-loan type by default, and we have updated all existing vendor profiles to be eligible for the read-only “Conventional” sub-loan type, ensuring consistent assignment capabilities across all lender workflows.

Coming soon

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.

CMS Support
Monday - Friday 7 a.m.- 7 p.m. CST
888-963-3330
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