---
title: "Collateral Management System®"
slug: "collateral-management-system"
tags: ["CMS"]
status: "update"
updated: 2026-10-22T16:59:25Z
published: 2026-10-22T16:59:25Z
canonical: "docs.cotality.com/collateral-management-system"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collateral Management System®

With Collateral Management System® (CMS), you can automate compliance checks, streamline appraisal ordering, centralize data management, and customize workflows.

## How-To’s

**System Basics**

- [How to Use the Order Summary Screen](/ext/docs/how-to-use-the-order-summary-page#overview)
- [Vendor Appraisal Fulfillment Business Workflow](/ext/docs/vendor-appraisal-workflow-fulfillment-workflow-in-cms#overview)
- [Appraisal Common Business Workflow (Vendor View)](/ext/docs/appraisal-common-business-workflow-vendor-view-in-collateral-management-system#overview)
- [Investigate Review Business Workflow](/ext/docs/investigate-process-flow-in-cms#overview)
- [How to Configure User Dashboards](/ext/docs/configure-dashboard#overview)
- [How to Review Dashboards](/ext/docs/how-to-review-dashboards-cms#overview)

**Orders**

- [How to Create a Manual Order for Appraisal URAR (UAD 3.6)](/ext/docs/how-to-create-a-manual-order-for-appraisal-urar-uad-36-products#overview)
- [How to Perform Bulk Actions in Advanced Search](/ext/docs/how-to-perform-bulk-actions-in-advanced-search#overview)
- [How to Search for Orders using Advanced Search](/ext/docs/cms-how-to-search-using-advanced-search#overview)
- [How to Use the Property Details Collaboration Feature](/ext/docs/property-details-collab-feature-in-collateral-management-systems#overview)
- [How to Manage UCDP Appraisal Submissions](/ext/docs/how-to-manage-ucdp-submission-cms#overview)
- [How to Manage Log & Message](/ext/docs/log-and-message#overview)

**User Management**

- [Access Control Level Definitions For Loan Officers/Brokers](/ext/docs/access-control-level-definitions#overview)
- [How to Create & Manage Customers](/ext/docs/how-to-create-and-manage-customers#overview)
- [How to Manage Vendor License Bypass](/ext/docs/manage-vendor-bypass-license-cms#overview)
- [How to Create & Manage Vendors](/ext/docs/manage-vendors-cms#overview)
- [How to Perform Bulk Vendor Updates](/ext/docs/bulk-vendor-updates#overview)
- [How to Add & Configure Service Providers](/ext/docs/add-configure-service-providers#overview)
- [How to Create & Configure Groups](/ext/docs/manage-groups-collateral-management-system#overview)
- [How to Set Up and Manage Your Password](/ext/docs/how-to-set-up-password-in#overview)

## Resources

- [Valuation Modernization Client Resource Hub](https://view-su2.highspot.com/viewer/b4ad08423482b6c4f9b86ad4fbc4f15c)
- [Understanding the Fees Module](/ext/docs/clone-understanding-the-fees-module-on-mercury-network#whats-changing-with-fees)
- [Mortgage Solutions Release Notes](https://cotality-collateral-management-system.launchnotes.io/)
- [Status Definitions](/ext/docs/status-definitions-cms#overview)

## System Administration

- [How to Configure Automated Actions in from the Administration tab](/ext/docs/how-to-create-configure-automated-tasks-follow-up-messages#overview)
- [How to Configure Fee & Price Plans from the Administration Tab](/ext/docs/how-to-configure-fee-price-plans#overview)
- [How to Configure Product from the Administration Tab](/ext/docs/how-to-configure-products-products-module#overview)
- [How to Configure Message Access Rules from the Preference Tab](/ext/docs/how-to-configure-message-access-rules#overview)
- [How to Configure Features from the Preference Tab](/ext/docs/how-to-manage-features-from-the-preferences-tab#overview)
- [How to Configure Global Dashboards & User Permissions](/ext/docs/global-dashboard-user-permissions#overview)

## Frequently Asked Questions

Visit the [FAQ page](/ext/docs/frequently-asked-questions) for answers to common questions about the product.

## Support

To contact Customer Support click [https://www.cotality.com/support](https://www.cotality.com/support)