--- title: "Mercury Network® UAD 3.6 Fee Templates" slug: "mercury-network-uad-36-fee-templates" tags: ["Mercury Network", "Mercury Network - Secure"] updated: 2026-05-01T14:03:08Z published: 2026-05-01T14:03:08Z canonical: "docs.cotality.com/mercury-network-uad-36-fee-templates" --- > ## 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. # Mercury Network® UAD 3.6 Fee Templates ## Overview Use these templates to create fee and price plans in the fees module. You can also download these templates directly within the **Fees Module** in Mercury Network® to view detailed setup instructions. --- Different templates are used for different types of plans, because the information the system needs to collect varies based on the fee plan creation method you select. Select the template that matches your specific fee creation method to ensure all necessary fields are captured. 1. **Use vendor default fees** - Uses the assigned provider’s standard rates as configured in their vendor profile. 2. **Set fees as a percentage of the client price** - Calculates fees as a percentage of the client fee that is calculated for the order. To utilize this approach, you must establish a Client Price Plan. 3. **Manually add fees** - Allows the user to specify custom fees for different kinds of orders. User will need to enter base fees and add-on fees for all applicable products and geographies. --- ## Vendor Fees | The amount paid to the vendor for a specific order. The vendor fee is calculated from the assigned Fee Plan based on the order’s details. | | --- | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Fees Template - Clients18.70 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Vendor Fees Template – Clients: For fee plans using "Use vendor fees" or "Use % of customer fee" methods. Designed for client-specific fee plan configurations. Users must populate the product, geographic locations, and the specific clients the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template- Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Fees Template- Client Groups18.55 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template- Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Vendor Fees Template - Client Groups: For fee plans using "Use vendor fees" or "Use % of customer fee" methods. Designed for client group-specific fee plan configurations. Users must populate the product, geographic locations, and the specific client groups the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Advanced with Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Fees Template - Advanced with Clients22.47 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Advanced with Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | **Vendor Fees** **Template** **- Advanced** **with** **Clients:** For fee plans using the “Manually Add Fees” method. Designed for client-specific fee plan configurations. Users must populate the product, geographic locations, base fees, add-on fees, and the specific clients the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Advanced with Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Fees Template - Advanced with Client Groups22.24 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Fees Template - Advanced with Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Vendor Fees Template - Advanced with Client Groups: For fee plans using the “Manually Add Fees” method. Designed for client group -specific fee plan configurations. Users must populate the product, geographic locations, base fees, add-on fees, and the specific client groups the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Appraiser_Upload_Template.csv?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Appraiser_Upload_Template335 Byte[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Appraiser_Upload_Template.csv?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | **Preferred Vendor List:** Import a list of preferred appraisers from a CSV file (comma-separated values) you create in Excel or a similar program. | ## Vendor Exception Fees | Fees paid to a vendor that override the standard Fee Plan. Use these for vendor-specific fee configurations; these plans will apply to orders assigned to the specified vendors. | | --- | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Exception Fees Template.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Exception Fees Template19.08 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Exception Fees Template.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Vendor Exception Fees Template: For exception fee plans using "Use vendor fees" or "Use % of customer fee" methods. Users must populate the product, geographic locations, and the specific vendors the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Exception Fees Template - Advanced.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Vendor Exception Fees Template - Advanced22.44 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Exception Fees Template - Advanced.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Vendor Exception Fees Template - Advanced: For exception fee plans using “Manually Add Fees” method. Users must populate the product, geographic locations, base fees, add-on fees, and the specific vendors the plan applies to. | ## Client Prices | The amount that will be charged to the customer. This value is derived from the assigned Price Plan based on the order details. | | --- | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Prices Template - Advanced.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Client Prices Template - Advanced20.03 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Prices Template - Advanced.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Client Prices Template - Advanced: For price plans that apply to all clients and client groups. Users must populate the product, geographic locations, base prices, and add-on fees. | ## Client Exception Fees | The prices charged to a customer that override the standard Client Price Plan. Use these for client or client group-specific pricing configurations. These plans will apply to orders assigned to the specified clients or client groups. | | --- | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Exception Prices Template - Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Client Exception Prices Template - Clients22.44 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Exception Prices Template - Clients.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Client Exception Prices Template - Clients: For price plans using that apply to all clients and client groups. Users must populate the product, geographic locations, base prices, add-on fees, and the specific clients the plan applies to. For exception price plans that apply to specific clients. Users must populate the product, geographic locations, base prices, add-on fees, and the specific clients the plan applies to. | | [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Exception Prices Template - Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D)Client Exception Prices Template - Client Groups21.89 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Client Exception Prices Template - Client Groups.xlsx?sv=2026-02-06&spr=https&st=2026-11-06T01%3A30%3A18Z&se=2026-11-06T02%3A30%3A18Z&sr=c&sp=r&sig=OgGMbVCET33A0TM1oPf5MLwkW3S%2F6hbp5RmfCnI4mnk%3D) | Client Exception Prices Template - Client Groups: For price plans using that apply to all clients and client groups. Users must populate the product, geographic locations, base prices, add-on fees, and the specific clients the plan applies to. For exception price plans that apply to specific clients. Users must populate the product, geographic locations, base prices, add-on fees, and the specific client groups the plan applies to. | ---