UAD 3.6 Investor Submission Bypass Expansion, UCDP Sequence Tracking, and Dashboard Search Collapse

DATE: August 26, 2026

AUTHOR: The Cotality CMS team

Platform Enhancements

Collapse search results by default on Dashboard queue results [APPMOD-10304]: The advanced search dashboard now hides search criteria by default, allowing results to occupy most of the screen. Users may expand to view or modify search parameters as needed.

Exchange Investor Submission Sequence Identification [APPMOD-11502]: UCDP sequence numbers now appear in event notifications for investor submissions, enabling external partners to track status updates precisely.
Expanded Date Field Support for Orders [APPMOD-11499]: Milestone dates (closing dates, rate lock expirations, appraisal contingencies) are transmitted from CMS to Investigate during order creation for GetNext logic.
UAD 3.6 Expanded Investor Submission Bypass Options [APPMOD-11377]: The Bypass button is now available to users with the correct permissions in the Ready for Investor Submission, Exception-Investor Submission, and Revision Needed statuses.
Appraisal Delivery to Review Platform on Revision [APPMOD-11361]: Revised appraisal files automatically deliver to the review platform upon upload following UCDP submission.
Review Tier Decision Exception Flow [APPMOD-11129]: Enhanced exception handling for orders without CCL decisions.
Vendor Forms Provider Profile Sync [APPMOD-7841]: One-time sync aligned vendor profiles' appraisal forms provider data between CMSNet and AppraisalPort.

Borrower name displays correctly in Advanced Search results [CLCTUTD-23600]: Fixed blank borrower names when multiple status types were included in searches.
CMS system security [CLCTUTD-22316]: Ongoing maintenance for security and reliability.
Message read status visibility improvements [CLCTUTD-23775]: Improved message handling for Loan Officer users.
Sales Price redaction [APPMOD-11530]: Corrected sales price redaction based on Engagement Letter configurations.
DPS Order Duplicate Prevention [APPMOD-11529]: Eliminated duplicate entries on DPS payment orders.
Dashboard Tile Count and Export Alignment [APPMOD-11458]: Resolved mismatches between displayed and actual order counts.
Dashboard Quick Search Redirect Fix [APPMOD-11446]: Non-DocID searches now redirect correctly to results pages.
Exchange integration event 3108 [APPMOD-11502]: Added missing Parent/Child sequencing information for UAD 3.6 orders.

Feature	Details	Benefit	Target Date
Investigate Review Data	Structured data format for LOS integration	Consistent record-keeping across platforms	UAT: 08/28; Prod: 09/02
Reviewer Assignment	Direct assignment in CMS or LOS with Investigate sync	Real-time tracking across systems	UAT: 09/25; Prod: 09/30
Auto-Refreshing Dashboard	Results refresh automatically on "Return to Results"	Real-time queue displays	TBD
Review Decision Status Mapping	Client-controlled status mapping based on review decisions	Enhanced post-review workflow control	TBD