UAT release update: UAD 3.6 readiness, review-only workflows, and system enhancements

The UAT release, scheduled for September 8, 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.

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 September 30th. 

• 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 if you are choosing not to accept UAD 3.6 orders, please fill out 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 resource guide or the vendor resource guide. 

Platform enhancements

Appraisal document type customization [CLCTUTD-22325/CDF-1835]
We added the ability to distinguish and customize document types for appraisal reports, updates, inspection reports, and AVMs. This improves document identification and supports more accurate routing to integrated lender systems.

Platform enhancements only visible with UAD 3.6 enabled

Review-Only Workflow and Investor Submission Enhancements [APPMOD-10859, APPMOD-10911, APPMOD-11050, APPMOD-11052, APPMOD-11269, APPMOD-11370, APPMOD-11565, APPMOD-11397]
We added a Review-Only order workflow to support uploading an appraisal in hand to Mercury Network for review with Collateral Investigate. Appraisals can be uploaded, routed for UCDP submission if desired, and routed to Collateral Investigate for review upon delivery.

Consolidated Vendor Feedback Settings [APPMOD-11563, APPMOD-11568, APPMOD-11637]
We added a new Consolidated Vendor Feedback setting under Review Settings in Preferences. When enabled, revision requests are held until both review fatal findings (configurable by client) and Investor fatal findings are received, so appraisers receive all feedback at once. This reduces how often a vendor may be asked to revise the appraisal.

UCDP Manual Bypass and Retry Automation [APPMOD-11303, APPMOD-11343, APPMOD-11569, APPMOD-11629, APPMOD-11672]
We added the ability for authorized users to manually bypass UCDP submissions when an order is in Revision Correction Needed status, advancing the order without resubmitting to UCDP. We also introduced automated retries for investor-delayed submissions and updated tooltips to clarify bypass permissions.

Fee Plan Management and Sort Preferences [APPMOD-10636, APPMOD-10788, APPMOD-10891, APPMOD-11048, APPMOD-11122, APPMOD-11411]
We enhanced the Fee module with a new Expand/Collapse All control, preserved user sort selections when editing fees, and updated fee exports to sort by product and location. Additionally, we removed the unattended fee warning pop-up for UAD 3.6 orders and updated order history to reflect the exact fee calculation model used.

Integrated Help Center Navigation [APPMOD-11179, APPMOD-11267, APPMOD-11311]
We updated the top-navigation Help button across VMP Client, VMP Billing, and Business Management to launch our updated Document360 knowledge base. This provides seamless, side-by-side access to help documentation throughout the application.

Display Mortgage Type to Vendor [APPMOD-11653]
We updated the Vendor UI to clearly display Mortgage Type while streamlining UAD order details by removing obsolete fields.

Set Status and revision request controls [APPMOD-11449, APPMOD-11671, APPMOD-11536]
We updated the Set Status dropdown to prevent users from submitting duplicate revision requests when an order is already in a revision status. We also hid the revision request button during manual investor submissions to maintain proper order workflow.

UAD 3.6 default Vendor selection settings [APPMOD-11454, APPMOD-11606, APPMOD-11597, APPMOD-11736, APPMOD-11695]
We updated UAD 3.6 vendor assignment logic to respect default vendor settings for UAD 3.6 orders.

Removed Salient Information configuration option [APPMOD-11622]
We removed the Salient Information requirement option from UAD 3.6 products, since this information is now collected across various fields in the new dynamic appraisal form.

Issue resolutions

Reselecting the “All” selection when running or scheduling a report [APPMOD-11125]
We fixed an issue that prevented users from selecting “All” in the reporting parameters after selecting a specific option from the dropdown. Users can now select All even after selecting a different option in the dropdown.

Vendor fees on Bidding [APPMOD-11266]
We corrected fee displays on the Vendor Bidding modal when fees are locked on an order.

Quick list messages populate correctly in SureReceipts [CLCTUTD-20358]

We fixed an issue that prevented saved Quick List messages from appearing when manually sending documents through SureReceipts. Your selected Quick List message will now automatically populate the message field.

Bulk Upload lender address line 2 [CLCTUTD-24407]
We fixed an issue that prevented the second lender address line in a bulk upload file from saving to the created order. Both lender address lines now populate correctly for Legacy Forms and UAD 2.0 orders.

GetOrderDetails comment formatting [CLCTUTD-24376]
We fixed an issue that added an unintended trailing line break to comments returned in the GetOrderDetails response. Comments are now returned without the extra formatting character, helping prevent display, comparison, and downstream mapping issues.

Document type configuration changes [CLCTUTD-24237]
We fixed an issue that prevented changes made in the “Customize Document Types per Product” dialog from appearing immediately after saving. Updated document type mappings now appear in the dialog without requiring users to close it and save Connection Settings.

GetOrderDetails response updates [CLCTUTD-23991]
We updated the GetOrderDetails response to return the Order ID supplied in the originating request and removed the unsupported PropertyDataID attribute. These changes improve order correlation and align the response with the expected integration contract.

GetOrderDetails document availability and type mapping [CLCTUTD-23956]
We fixed issues affecting documents returned through GetOrderDetails. Available UAD ZIP files are now returned regardless of the order’s current status, and document types are mapped to supported values to help prevent downstream processing errors.

GetOrderDetails document and response details [CLCTUTD-23955]
We fixed issues affecting information returned through GetOrderDetails. Document details are now available without requiring a document download request, appraiser contact information is returned in the correct location, and comments include the date they were added.

GetOrderDetails risk scores and document identifier [CLCTUTD-23954]
We fixed an issue that prevented Collateral Underwriter and Loan Collateral Advisor risk scores and the document file identifier from returning for Secure orders requested through the VMP Client integration.

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.

We appreciate your continued feedback and your partnership as we evolve the platform to better serve your business. 

If you have questions or concerns, please reach out to your Client Success Manager. You can also contact Cotality Support.

Mercury Network Support:
Weekdays: 7:00 a.m. – 7:00 p.m. CT
Phone: 800-900-4954
Email: mercuryinfo@cotality.com