---
title: "How to Place a Review-Only Order on Mercury Network®"
slug: "how-to-place-a-review-only-order"
tags: ["Mercury Network - Secure", "Mercury Network"]
updated: 2026-10-06T21:39:25Z
published: 2026-10-06T21:39:25Z
canonical: "docs.cotality.com/how-to-place-a-review-only-order"
---

> ## 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 Place a Review-Only Order on Mercury Network®

## Overview

A review-only order lets you manage an appraisal that you already possess by creating a record within the **Mercury Network®** platform. You can use this workflow to upload your completed appraisal report, submit it to **UCDP** and transfer it directly to **Collateral Investigate™** for quality review. By utilizing this process, you centralize your appraisal documentation and streamline your quality control pipeline.

---

## How to Place a Review-Only Order

[Embedded content](https://app.storylane.io/demo/jskdzw4udxub?embed=inline)

1. Select the **New** menu on the **Order Management** page.
2. Click **Residential Appraisal** - **UAD 3.6** to start a **Review-Only** Order.
3. Enter the required information on the order form to define your request. Fields marked with a red asterisk (*) are required.
  1. In the **Assignment Information** section, select the **Review Only** checkbox to indicate that the appraisal report has already been completed and a vendor assignment is not required.
  2. Click **Next** to proceed to the completion stage.
4. In the **Complete assignment** window, upload the completed appraisal report to the order record.
  1. Click the **Upload report** button in the **Complete assignment** window.
  2. Select the completed **appraisal file** from your device to **attach** it.
  3. Enter a comment in the **Note** text area to explain or document the upload.
  4. Click **OK** to complete the upload and save your progress.

> [!NOTE]
> **Note**: You must enter a comment in the **Note** text area to complete the assignment and proceed.
5. Manage **UCDP** submissions and resolve any fatal findings.

> [!NOTE]
> **Note**: If your platform has a configured **Investor Submission** connection and your submission plan is configured to include **Review-only** orders, the system will submit your uploaded appraisal report. Because review-only orders do not have an active vendor associated with them, you cannot request revisions through the standard vendor process.
> 
> Please see [How to Configure Investor Submission Automatic Settings](/ext/docs/configure-connection-settings#overview) for more information about configuring Investor Submission.

> [!NOTE]
> **Warning:** You must have appropriate administrative permissions to **bypass** UCDP fatal findings.

> [!NOTE]
> **Note**: In a future update, you will also have the option to cancel the order when the appraisal does not receive a Successful Investor Submission response.
  1. Review any fatal findings displayed in the **Investor Submission** section.
  2. Click the **Bypass** button if you need to ignore the findings and move the order forward.
6. Submit the completed order to **Collateral Investigate™** for quality review. Choose one of the following methods to send your order for analysis:
  1. Option A: Verify **Automatic Review Settings**. If you have not configured a specific review plan, the system automatically sends every completed UAD 3.6 order to **Collateral Investigate™**.
    1. Navigate to the **Preferences** tab**,** and select **Review settings**.
    2. In **Review Settings**, click the **Investigate** tab.
    3. Locate the **Review Plan** table, and click the **pencil icon** on the right side of the plan to view its details.
    4. Verify whether any products should be excluded from submission and click **OK**.

> [!NOTE]
> **Tip**: To automatically send only specific products to **Collateral Investigate™**, follow the steps in [How to Configure Review Settings](/ext/docs/configure-review-settings#overview) to create a review plan.
  2. Option B: Send the **Order Manually**:

> [!NOTE]
> **Note**: You must activate **Collateral Investigate™** on your platform, and the order must be in **Completed** status. If a review already exists in **Collateral Investigate™** for this order ID, you cannot manually create a new one.
    1. Open the completed order in **Mercury Network**.
    2. Click **Send to Review** in the top toolbar to initiate the transfer.
7. Complete the quality review in **Collateral Investigate™**.
  1. Open the **Collateral Investigate™** platform, and locate the transferred order to perform and finalize your appraisal review.

**Related article**: [How to View & Navigate Files Collateral Investigate™](/ext/docs/view-navigate-files#overview)

---

## Outcome

You have successfully placed a review-only order and submitted the completed appraisal report on **Mercury Network®**. You can now track the order status, manage Investor Submission feedback and complete your quality review in **Collateral Investigate™**.