Cotality Collateral Investigate™ | Product Updates & Release Notes

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July 2026

Static Custom Rules, Multi-Recipient Messaging, and Final Artifact Display Controls Now in Production

Production Release 188 brings static custom rules, multi-recipient Investigate messaging, and final artifact controls for review outputs to production, along with broad improvements to assignment logs, checklists, and review finalization workflows, plus over 20 stability and bug fixes.

Configurable CMS Dashboard with Pinned Orders, Combined Revision Request Messaging, and Auto-Populated Reviewer Info

This release introduces a configurable CMS dashboard with a new Pinned Orders tile and user/admin customization, and — for organizations with UAD 3.6 enabled — combines Investigate revision request comments into a single history entry and auto-populates reviewer reason and source for Investigate-originated revisions.

Checklist Data Now in Review Events and PDFs, Infinite Scrolling for Lists, and Non-Fatal UAD Rules Disabled

This UAT release adds checklist visibility to review events and PDFs, infinite scrolling for lists and search results, import support for Word search rules, a new Collateral Registry client info endpoint, and disables non-fatal UAD rules to reduce unnecessary findings, alongside several order management, checklist, and stability fixes.

New "Revision Needed" Flag for Manual Findings, Per-Version Disposition Tracking, and Rule Evaluation Fixes

This UAT release adds a "Revision Needed" flag for manually added findings, isolates disposition tracking by report version, improves review rule evaluation and photo retrieval, and fixes trailing-space handling in rule names plus platform mapping for user lifecycle events.

June 2026

New UAD Data Extraction Fields, Flexible Assignment Routing, and Cross-Environment Rule Migration Land in UAT

This UAT release adds UAD extraction support for Total Room Count and Significant Real Property Appraisal Assistance data, a new "any of selected criteria" option for assignment routing, and the ability to export and import custom rules between environments, alongside findings, artifact, and permissions fixes.

Checklist-to-Tier Assignment, Expanded GetNext Prioritization, and New Document Types Land in UAT

This UAT release lets organizations associate checklists with review tiers, expands GetNext prioritization to use valuation type, property type, and appraised value, and adds support for Property Data, Flood Certificate, and ROV document types, along with a Create Order API update and an "On Hold" status fix.

Read-Only Rule Builder View, Flexible CU/LCA Tier Thresholds, and Severity Renamed to Fatal in UAT

This UAT release adds a read-only Rule Builder view, a new tier-assignment option to accept either CU or LCA score thresholds, and renames the "Severe" rule severity to "Fatal", alongside artifact settings updates and a Checklist-saving fix.

Checklist PDF Reporting, Review Tier Locking, and Expanded GetNext Configuration Land in UAT

This UAT release adds checklist reporting to the Review Artifact PDF, review tier locking, expanded GetNext configuration, and Wordsearch permissions, alongside a broad set of findings, rules, and PDF generation improvements and fixes.

Review-Only CDG Workflows, Finalize Review Permissions, and Risk-Based Assignment Logic Ship in UAT

This UAT release advances Appraisal Modernization with new finalize-review permission controls, CDG-integrated review-only workflows, and risk-based assignment logic, plus findings-management, performance, and stability fixes.

May 2026

Required Decision Reasons, Bulk Review Actions, and Enhanced Assignment Routing Land in UAT

This UAT release adds required decision-reason capture and bulk review actions to the review workflow, along with enhanced assignment routing, expanded rule output data, and fixes to review, rules, and permissions behavior.

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