---
title: "How to Configure Review Settings on Mercury Network®"
slug: "configure-review-settings"
tags: ["Mercury Network - Secure", "Mercury Network"]
updated: 2026-10-09T17:03:10Z
published: 2026-10-09T17:03:10Z
canonical: "docs.cotality.com/configure-review-settings"
---

> ## 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.

# How to Configure Review Settings on Mercury Network®

## Overview

You can centralize and manage automated review workflows within the Legacy Forms and Investigate tabs. By configuring these preferences—including RealView integration, Collateral Underwriter (CU) score thresholds, and specific form or loan type triggers—you can automate high-risk report analysis and streamline document delivery. Implementing these settings reduces manual-entry errors, ensures consistent application of company standards, and accelerates the review process by targeting only reports that meet your specific risk criteria.

---

## How to Configure Review Settings

[Embedded content](https://cotality.storylane.io/demo/5ukoqjl6club?embed=inline)

The **Legacy Forms** tab now centralizes all legacy review settings previously located throughout the application. Additionally, the **Investigate** tab contains all settings specific to the Investigate module.

1. Navigate to the top navigation bar and select **Preferences**.
2. Select **Review Settings** in the drop-down menu.
3. On the **Legacy Forms** tab, configure your company’s preferences for legacy form review workflow.
  1. Click the **Checkmark** to enable **RealView**. A window will pop-up to enter your **Platinum Data account info**.
  2. Select **Always order default modules and don't prompt per-order when a review is started manually** to enable the setting.
  3. Automatically order default modules the **first time** or **every time** an order’s status changes to:
    1. Use the second drop-down to select which status will trigger the order.
    2. Only automatically order when the CU score is **greater** or **less** than or equal to: Enter a Collateral Underwriter (CU) score threshold between 0.0 and 5.0. If the score does not meet this threshold, the modules will not be ordered. For instance, if you enter 3.9, only reports with a score of 3.9 or higher will be sent to your selected AQM modules. This lets you order the modules for the highest-risk reports.
  4. **Automatically download the RealView® Report PDF when results are returned**: Select this option to automatically attach the **RealView Report** to the order documents upon its return.
  5. Click the **Settings** icon to open the **Automatic settings** window.
    1. Here, you can select the **Form** and **Loan types** which will trigger the AQM order.

> [!NOTE]
> **Note**: The order must meet the criteria in both tabs to trigger the automatic order.
    2. In the **Form type** tab, each AQM module contains a group of forms. Place a check next to each form type you'd like to automatically order for each AQM module.
    3. In the **Loan type** tab, place a check next to each type of loan which will trigger the automatic order.
    4. Click **Save** when you're done selecting form and loan types.-

---

## How to Configure Investigate Settings

[Embedded content](https://cotality.storylane.io/demo/bs3s4gmrckqm?embed=inline)

When Investigate is enabled, all orders will, by default, route to Investigate for review. Accounts that only want specific products sent for review must create a default plan to opt-out specific products. Accounts whose review opt-out rules vary by client group will need to configure one or more plans, then select the appropriate plan within each client group profile.

1. Navigate to the top navigation bar and select **Preferences**.
2. Select **Review Settings** in the drop-down menu.
3. From the **Investigate** tab, add your **Review Plan**.

> [!NOTE]
> **Note**: The **Global Setting** for the Investigate tool is a **read-only field**, automatically toggled **On** or **Off** based on the client's contract status. When this setting is enabled, users can **add Review** **Plan**, which dictates which products are transmitted to the Investigate module for review.
4. Click **Add Review Plan**.
5. Enter the **Review Plan Name**.
6. Click **Product Settings**.
  1. Click **All** or **None** to select or deselect all products.
  2. Click the **arrow** to deselect the products you would like to exclude from sending to **Investigate**.
  3. Click **OK** to save your selections.
7. To set the **Review Plan** as the default, select the **Is Default** checkbox.

> [!NOTE]
> **Note**: A single Review Submission Plan can be configured as the default if the same submission rules apply to all Client Groups. However, if business requirements vary by group, multiple plans may be created. To apply a specific plan, select the desired option within the Client Group Profile. If no selection is made at the group level, the system automatically applies the default plan.

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## Outcome

You can create an automated review process tailored to your organization’s risk policy.