- DATE:
- AUTHOR:
- The Cotality CMS team
Collateral Investigate review data, LOS integration, and system fixes
The production release, scheduled for September 02, 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
Collateral Investigate review data now sent to LOS [APPMOD-10621]:
Collateral Investigate review data is now available to send to your Loan Origination System (LOS) in a structured data format through our standard LOS integration.
Issue resolutions
EGL Instruction Sequencing Fix [APPMOD-11628]:
We have corrected an issue where not all instruction sequences associated with an Engagement Letter were included in the Engagement Letter PDF. All matching instruction sets now display in the correct order of priority.
Dashboard Tile Count and Export Accuracy [APPMOD-11655]:
We have fixed an issue that created discrepancies between dashboard tile counts and advanced search results for My Orders tiles (Total Open, Past Due, Require Follow-up, Assigned Tasks). We have also corrected an issue with the export feature; exported results now match the search results.
Coming soon
Feature area | Summary of changes | Key user benefit | Target date |
|---|---|---|---|
Reviewer assignment | Reviewers can be assigned directly through your LOS integration, with assignments automatically synchronized to Collateral Investigate. | Enables transmission of assignments determined prior to or outside of Collateral Investigate and ensures real-time reviewer tracking across systems. | UAT: 09/25/2026 |
Auto-refreshing dashboard | The dashboard results will automatically refresh whenever you click Return to Results. | Optimizes working queues by displaying real-time results without requiring a manual page refresh. | TBD |
Review Decision status mapping | A new module that allows clients to map which CMS status an order goes to based on the Collateral Investigate review decision and reason. | Gives clients more granular control over the post-review workflow in 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 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 new product news and release notes are posted. Thank you for your continued feedback and partnership in improving our platforms.
For any 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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cms.support@cotality.com