UAT release: updates payment processing, appraisal document classification, and bulk uploads

The UAT release, scheduled for October 6, 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

Payment processing enhancements [CLCTUTD-24398]
We improved payment processing capabilities to support more reliable and seamless transaction handling.

Appraisal document type configuration for Compliance uploads [CLCTUTD-22325]
We expanded appraisal document type customization so completed reports uploaded by Compliance users are assigned the configured document type, supporting more accurate document classification for downstream lender systems. 

Bulk Upload instruction updates [CLCTUTD-25011]
We updated the Bulk Upload instruction pages to include accepted Mortgage Type and Property Usage values for Appraisal URAR orders. We also corrected displayed Loan Type and Property Type values for Legacy Forms to align the instructions with accepted upload values.

Bulk Upload spreadsheet template improvements [CLCTUTD-24410]
We updated the Legacy Forms and Appraisal URAR spreadsheet templates to preserve leading zeros in ZIP codes and provide clearer, more realistic sample data to help users complete bulk order uploads accurately.

Issue resolutions

Improved document synchronization from client portal [CLCTUTD-24254]
We resolved an issue to ensure documents uploaded via the client portal sync reliably.

Improved order notifications for reassigned orders [CLCTUTD-22746]
We enhanced order tracking and notification delivery to ensure reassigned orders are properly sent to integrated partners.

Security improvements

Improved document synchronization from client portal [CLCTUTD-24254]
We resolved an issue to ensure documents uploaded via the client portal sync reliably.

Improved order notifications for reassigned orders [CLCTUTD-22746]
We enhanced order tracking and notification delivery to ensure reassigned orders are properly sent to integrated partners.

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.  

Please subscribe to receive notifications when new product news and release notes are posted.  Thank you for your continued feedback and your partnership in improving our platforms.

For any questions or concerns, please reach out to your Client Success Manager or Mercury Network Support.

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