ACH Payment Migration to Stripe, LendingQB Support, and Fee Management Upgrades

The Production release, scheduled for August 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.

Reminders 

Action required: UAD 3.6 readiness deadline is September 30th 

The deadline to transition to UAD 3.6 is coming up quickly. Please take a moment to verify your setup so you are fully ready before Sept. 30. 

• Lenders: If you have not selected an enablement window, please complete the enablement request form 

• Appraisers: If you need to set up your profile or choose not to accept UAD 3.6 orders, please complete the vendor completion form. For more information on setting up your vendor profile, refer to the vendor resource guide 

If you need more information to help you prepare, please review the lender or vendor resource guide. 

Platform enhancements  

ACH payment integration update (CLCTUTD-22802, 22804, 22805, 23231, 23399, 23453, 23458, 23521, 23551, 23712, 23745, 23808, 23850): Updated ACH Direct Debit processing to align with Stripe’s transition from legacy integrations to supported payment APIs.

Platform enhancements only visible with UAD 3.6 enabled 

LendingQB custom integration now supports full order lifecycle [APPMOD-3507]: LendingQB customers can now create orders, receive incoming documents, and update statuses for UAD 3.6 orders.

User-level email notifications for order statuses and upload failures [APPMOD-10400]: We added email notifications for new order statuses and for document upload failures, improving visibility into order activity.

Identify UAD 3.6 ready appraisers in the fee panel builder [APPMOD-10867, 10915]: We have updated the fee panel labels and filtering options to display vendor type information more clearly. Users can now filter between appraisers configured to accept Residential Appraisal (UAD 3,6) and Residential Appraisal–Legacy orders when using the fee panel builder.

Fee module updates [APPMOD-10813]:

• The fee history log now displays the plan calculation type that was used, giving users better visibility into how fees were determined

• When adding a new fee tier, the cursor now automatically focuses on the Max Value field, streamlining data entry

• When adding a new fee tier, the cursor now automatically focuses on the Max Value field, streamlining data entry

• We improved the speed of loading the initial fee plans list, reducing wait times for users managing large numbers of fee plans

Sent revision cancellation as a message notification [APPMOD-11237]: We updated the system to send revision canceled status as a message, improving visibility into order changes.

Vendor selection preference now honored for UAD orders [APPMOD-11252]: The system now respects vendor selection preference settings when assigning vendors to UAD orders, ensuring the user’s preferred assignment method is applied.

Disabled duplication of UAD orders [APPMOD-11450]: We removed the ability to duplicate UAD 3.6 orders to prevent processing conflicts and data issues.  If a user needs to reassign an order after the appraiser has already accepted it, the order must be canceled and a new order created.

SSR documents now hidden from vendor view [APPMOD-11030]: Submission Summary Reports are no longer visible to vendors on orders, keeping internal review documents separate from vendor-facing content.

Review settings now allow selection of document types to auto-send to Investigate [APPMOD-10897, 11028]: Users can now configure which document types are automatically sent to the Investigate Review platform through a new review settings interface. When an order is sent to Investigate, the system now includes any documents that match the user’s configured auto-send document types.

Document types sent to Investigate now visible in the UI [APPMOD-11029]: Users can now see which document types have been configured to automatically sync to the Investigate platform through the order settings interface.

Email notifications added for document upload failures [APPMOD-11239]: Users now receive email notifications when a document upload fails, enabling prompt corrective action.

Notifications updated for new order statuses [APPMOD-10623]: The notification system now recognizes and sends alerts for the new order statuses added to the UAD 3.6 workflow.

Issue resolutions 

Bidding workflow no longer blocks submissions when fees or dates are locked APPMOD-11182]: We fixed an issue where locked bid dates or fees prevented vendors from submitting bids and corrected blank payment type display when fees are locked.

Fixed blank payment type on locked bids [APPMOD-11183]: We corrected an issue where the payment type displayed as blank when the fee or date was locked during bidding.

Doc360 help widget updated and stabilized [APPMOD-11455]: We have updated our Document 360 help tool for stabilization and fixed an issue where it opened and immediately closed in Secure and Vendor portals

Open Orders Report – Rush parameter [APPMOD-11070]: We corrected an issue where selecting “All” in the Rush parameter of the Open Orders report prevented the report from running. The Open Orders report now runs correctly with Rush selections.

Report subscription scheduling – Day parameter – Rush parameter (APPMOD-11121): We removed the “day” option from the “Repeat Every” field in the report subscription builder because it is not valid. Reports can be scheduled daily by selecting “Week,” then selecting each day of the week.

SSO and authentication improvements for Investigate and Internal Tools [APPMOD-10954]: Fixes SSO callback errors in Investigate, adds detailed logging for authentication failures, and enables displaying and creating SSO users in Internal Tools.

Fee calculation now applies correctly after declined or auto-reassigned orders [APPMOD-11123]: We fixed an issue where fees were not recalculating when an order was declined by a vendor and auto-reassigned to a new one.

Duplicate Engagement Letters no longer appear [APPMOD-11061]: We fixed an issue that caused duplicate Engagement Letters to display on UAD 3.6 orders, reducing confusion for users reviewing order documents.

REC integration mapping issues [APPMOD-11362]: We have corrected several mapping issues that prevented REC orders from being created properly on the Mercury Network. Clients can now successfully place UAD 3.6 orders through the REC integration.

Stuck UCDP submissions [APPMOD-11467]: We have corrected an issue that was causing orders to get stuck in UCDP submission when multiple callbacks were received in short succession. This issue has been resolved and will significantly lower the number of issues with UCDP submission.

Double scrollbar removed from the user interface [APPMOD-11103]: We removed a duplicate scrollbar that was appearing in certain views, improving the overall user experience.

Property characteristics leading space removed from AMC routing [APPMOD-11192]: We removed an extra leading space in property characteristic data that was causing errors when routing orders through the AMC workflow.

Fixed document uploads not assigned to the correct order [APPMOD-11241]: We resolved an issue where documents uploaded in the secure portal were not properly associated with their order.

Updated vendor profile saving for AMC accounts [APPMOD-11381]: We fixed an issue where changes to vendor UI profiles were not saving correctly for AMC accounts.

VMP comments now populate correctly for VMP orders [CLCTUTD-23488]: Fixed a bug to ensure that VMP comments are correctly included in the getOrderDetails response, from initial order placement through all subsequent updates.

Fixed ‘My Columns’ sort functionality [CLCTUTD-23400]: Resolved a bug in the Vendor Portal where the sort filter would apply to the wrong column. Sorting a newly added column now works as expected.

Vendor search column display fix [CLCTUTD-23774]: We fixed an issue where performing a search on the Vendors platform caused all columns to display and the My Columns button to become disabled, obscuring search results.

Removed Document Types configuration from Connection Settings [CLCTUTD-23928]: We removed the Document Types configuration section from the Connection Settings page.

GetOrderDetails response structure corrected [CLCTUTD-23810]: We fixed an issue where the GetOrderDetails response was missing a required data wrapper and order details were incorrectly nested, which could cause integration failures for connected systems.

GetOrderDetails now returns valuation score data [CLCTUTD-23887]: We fixed an issue where the CU Score, LCA Score, and Document File ID were not being returned in the order details response.

GetOrderDetails response format and Property Data ID Corrected [CLCTUTD-23889]: We fixed an issue where the Property Data ID was not being returned, and the response contained extra wrapper elements that did not match the expected format.

GetOrderDetails now returns UAD report type, zip file, and property legal structure [CLCTUTD-23888]: We fixed an issue where the UAD report type, zip file reference, and property legal structure type were missing from the order details response.

Invoice payment status correction for workflow processing [CLCTUTD-24086]: We corrected the payment status on select invoices to ensure proper workflow processing.

Corrected AVM order cancellation messaging [CLCTUTD-20425]: We removed misleading language from cancelled AVM orders in Mercury that incorrectly stated the client would not be charged.

Payment Received date now displays correctly [CLCTUTD-20858]: We updated the orders grid to display the Payment Received date correctly after processing a charge card payment or marking an invoice as paid.

SureReceipts delivery fix for override requests [CLCTUTD-22037]: We fixed an issue where SureReceipts was delivering documents when an override was granted, even when the client group settings had document delivery disabled.

Digital Gateway document attachment fix [CLCTUTD-22449]: We fixed an issue that prevented Excel (.xlsx) files submitted as attachments through Digital Gateway, Mercury’s API-based order submission service, from being attached to appraisal orders.

Improved Payment Processing Monitoring for Commercial Orders [CLCTUTD-23776]: We improved our internal monitoring of the commercial order payment process to help identify and resolve issues that could cause incorrect payment error messages for borrowers.

Duplicate Payment Prevention for Commercial Orders [CLCTUTD-23989]: We added a safeguard to prevent duplicate charges on commercial orders by displaying a “Payment Previously Received” message when a successful payment has already been processed.

Security improvements 

None at this time. 

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 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. 

Mercury Network Support
Weekdays: 7:00 AM – 7:00 PM CT
800-900-4954
‍mercuryinfo@cotality.com

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