- DATE:
- AUTHOR:
- The Cotality CMS team
UAT release
The UAT release, scheduled for September 22, 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. 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
Order updates between CMS and Collateral Investigate [APPMOD-11865]:
CMS now automatically sends order updates to Collateral Investigate when data fields change.
ROV decisions added to status mapping configuration [APPMOD-11888]:
We have added the “ROV Needed” and ROV Not Needed” Collateral Investigate ROV review decisions to the new Collateral Investigate status mapping configuration in CMS, allowing clients to control which status an order goes to depending on the decision.
Activity Tab Visibility for System Events [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.
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.
UAD 3.6 Order Reconciliation Filter [APPMOD-11994]:
We updated our Reconciliation workflow logic to only mark an appraisal as a Reconciliation in Collateral Investigate if the second document in the folder is a full appraisal. Reconciliation workflows now only apply when both documents in a folder are Appraisal URAR product types. This ensures appraisal orders do not enter the reconciliation workflow incorrectly.
Coming soon
Feature area | Summary of changes | Key user benefit | Target date |
|---|---|---|---|
Dashboard count discrepancies | Dashboard count discrepancies | Accurate dashboard view of My Orders pipeline | On UAT |
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. | This lets users focus on messages by decluttering the Messages tab and separating audit trail logs into their own tab. | UAT: Sept. 22, 2026 |
Reconciliation workflow | Completion of UAD 3.6 reconciliation workflow with Collateral Investigate | Completion of UAD 3.6 reconciliation workflow with Collateral Investigate | On UAT |
Auto-tasks for reconciliation workflow | Ability to create non-conditional automated tasks for reconciliation workflow | Can be used to alert users that the Collateral Investigate reviewer has requested a reconciliation/a second appraisal to be ordered. | TBD |
Email alerts to reconciliation workflow | Addition of user-level email alerts for milestones and exceptions along the reconciliation workflow | Users not working in CMS can remain aware of important updates | 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.
CMS Support
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