Collateral Management System®

System Basics

• How to Use the Order Summary Screen

• Vendor Appraisal Fulfillment Business Workflow

• Appraisal Common Business Workflow (Vendor View)

• Investigate Review Business Workflow

• How to Configure User Dashboards

• How to Review Dashboards

Orders

• How to Create a Manual Order for Appraisal URAR (UAD 3.6)

• How to Perform Bulk Actions in Advanced Search

• How to Search for Orders using Advanced Search

• How to Use the Property Details Collaboration Feature

• How to Manage UCDP Submission

• How to Manage Log & Message

User Management

• Access Control Level Definitions For Loan Officers/Brokers

• How to Create & Manage Customers

• How to Manage Vendor License Bypass

• How to Create & Manage Vendors

• How to Perform Bulk Vendor Updates

• How to Add & Configure Service Providers

• How to Create & Configure Groups

• How to Set Up and Manage Your Password

• Valuation Modernization Client Resource Hub

• Understanding the Fees Module

• Status Definitions

• How to Configure Automated Actions in from the Administration tab

• How to Configure Fee & Price Plans from the Administration Tab

• How to Configure Product from the Administration Tab

• How to Configure Message Access Rules from the Preference Tab

• How to Configure Features from the Preference Tab

• How to Configure Global Dashboards & User Permissions

Visit the FAQ page for answers to common questions about the product.

To contact support for Collateral Management System®

Email: cms.support@cotality.com
Availability: Weekdays (Monday-Friday): 7 AM - 7 PM CST