--- title: "How to Configure Investor Submission Automatic Settings on Mercury Network®" slug: "configure-connection-settings" tags: ["Mercury Network - Secure", "Mercury Network", "UAD"] updated: 2026-10-05T19:35:16Z published: 2026-10-05T19:35:16Z canonical: "docs.cotality.com/configure-connection-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 Investor Submission Automatic Settings on Mercury Network® ## Overview The configuration of Connection Settings in Mercury Network® enables the automation of appraisal submissions to the UCDP and FHA, as well as the integration of third-party platforms like BlitzDocs and RealEC. By establishing Direct Integration (DI) credentials and defining status-based triggers, users can streamline the delivery of UAD-compliant reports and compliance documents, such as SSR and AQI results. This transition from manual to automated workflows minimizes administrative errors, ensures consistent reporting to GSEs and aggregators, and ultimately accelerates the loan lifecycle by reducing the time spent on repetitive data entry. These plans apply to **UAD 3.6** products. --- 1. Navigate to the top navigation bar and select **Preferences**. 2. Select **Connection Settings** in the drop-down menu. 3. To add new credentials, business units, or Submission Plans, (Submission plans are new and specific to 3.6), click **Add**. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-FEAV99XS.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A18%3A51Z&se=2026-11-06T01%3A18%3A51Z&sr=c&sp=r&sig=9hf1LT%2Fa%2FDWhCuYj9smm5ZBBixVerrv9Ah1SK%2FZZ57c%3D) ## How to Enter Your Direct Integration (DI) Credentials With Mercury Network®, submitting your appraisals to UCDP is easy. But first, you’ll need to enter your UCDP Direct Integration User ID – also called a "DI User ID". To get this ID, you need to register Mercury Network® as your vendor with Fannie Mae or Freddie Mac. Fortunately, you’ll only need to complete the request form for one of them to get your DI User ID. For instructions on how to do this, click here. If you need additional assistance setting up your DI User ID, please contact Client Relations at 1-800-900-4954. 1. In the **Direct Integration (DI) Credentials** field, enter your **DI User Name**. 1. If you have multiple DI Credentials, you can enter them in the DI Credentials table below and associate each to a specific institution. In the Business Units table, you will specify which institution each business unit belongs to. > [!NOTE] > **Note**: It's important to note that there's a difference between your UCDP User ID and your DI User ID, and there's an easy way to tell: Your DI User ID will have "_di" at the end. > > For example: mercurynetwork_di > > If you attempt to complete these steps with anything but your UCDP DI User ID, it won't work. 2. Enter the **Direct Integration User's password** in the **Password** field. This is a password you created when you set up the DI User in the UCDP. It's not necessarily the same as your UCDP User password. 3. Click **Save** in the upper-left. --- ## How to Add a UCDP Business Unit To submit appraisals to the Uniform Collateral Data Portal (UCDP), you must configure at least one Business Unit or Submission Plan using the “Add” menu. Establishing these units ensures your submissions are correctly identified by Fannie Mae and Freddie Mac, streamlining your compliance workflow and preventing delivery errors. By accurately mapping your Seller/Servicer or Third-Party Originator (TPO) credentials, you enable seamless data transmission and maintain organized submission plans tailored to the version 3.6 specifications. 1. Navigate to the top navigation bar and select **Preferences**. 2. Select **Connection Settings** in the drop-down menu. 3. Click **Add**, and choose a **Business Unit**. 4. From the **Business Unit Settings** window: 1. Type the **Business Unit Name** and the **Business Unit Number**. 2. Enter the **Fannie Mae Seller**/**Servicer Number** or **Non-Seller**/**Servicer ID**, and the **Freddie Mac Seller**/**Servicer Number** or **Third Party Originator Number**, if applicable. > [!NOTE] > **Note**: To locate your **Freddie Mac Seller**/**Servicer** or **Third-Party Originator** (TPO) number, log into the **UCDP portal**, navigate to the **Account Administration** tab, and select **User** and **Business Unit Administration** To locate your Freddie Mac Seller/Servicer or Third-Party Originator (TPO) number, log into the **UCDP portal**, navigate to the **Account Administration** tab, and select **User and Business Unit Administration**. 3. Click **OK**. The new **Business Unit** appears in the list, along with any existing Business Units. 5. Click any **column header** to sort the list using that column. Click the **column header** again to reverse the order. 6. Hover over the **Business Unit** to edit. Click it to change the Business Unit's configuration. 7. When you hover over the **Business Unit**, you'll also see an **X** to the right to remove the business unit. Click it, then click **Yes** to confirm that you want to delete the **Business Unit**. 8. To add additional Business Units, simply repeat the steps above, starting with Step 3. --- ## How to Configure Legacy Form Settings In Legacy Form Setting, Automatic UCDP submission will submit UAD compatible appraisals for selected loan types to the UCDP automatically based on your settings. 1. Check the box to **Automatically submit to the UCDP**. 1. Choose whether you want to submit it **the first time** or **every time** a specific order status is applied to an order. 2. Choose **an order’s status changes to**: 1. **In QC - Level One**, **In QC - Level Two**, **In QC - Level Three**, **Revised Report**, **Revision - Not Requested**, **Completed**. 2. Check **Automatically share all UCDP submission results with the following Aggregator ID** if you'd like to share UCDP submission results with an Aggregator, then enter the **Aggregator ID**. 3. Click **Customize automated submission** to specify which Loan types and Form types you'd like to automatically submit. An order must match both the selected form and loan types in order to be automatically submitted. > [!NOTE] > **Note**: The GSE options that are available in the Submit to drop-down menu depend on what you have configured for your Business Unit(s). If you've only entered the Fannie Mae Seller/Servicer Number or Non-Seller/Servicer ID, Fannie Mae will be the only option in the drop-down. Likewise, if you've only entered information for Freddie Mac, that is the only option that will appear. If you've entered information for both, the options for Fannie Mae and Freddie Mac will be available, as well as an option to submit to both GSEs. --- ## How to Configure UCDP Submission Settings **UCDP Automatic Settings** for multiple Business Units. If you have more than one Business Unit configured in your Connection Settings, the configuration process is slightly different. Follow the instructions below to configure UCDP Automatic Settings for Multiple Business Units. **Submission Type:** 1. Select the **Submission Type** **Manual** or **Automatic**. 1. **Manual Submission**: By default, UCDP submission type is set to Manual, requiring a user to manually submit each eligible order to UCDP. 2. **Automatic Submission**: Orders eligible for UCDP submission based on your system settings will be automatically submitted to the UCDP portal. Submission to Fannie Mae and/or Freddie Mac is controlled by the business unit associated to the order. **Business Unit Submission Plans:** Accounts with multiple business units will need to select one default business unit submission plan. If a business unit and at least one Seller Servicer # are not specified at order creation, the system will apply the business unit submission plan associated to the order's client group. The submission settings plan for each client group is selected within the **Client Group profile**. If no plan is selected within the Client Group profile, the plan marked as "default" below will be applied. **Related article**: [How to Add and Configure Client Group Profiles](/ext/docs/update-client-profiles-mercury-secure#overview) --- ## How to Configure FHA Account Settings **FHA Account Settings** with Mercury Network®, submitting your appraisals to FHA is easy. But first, you’ll need to enter your FHA Credentials. To get credentials, you need to register Mercury Network® as your vendor with FHA. If you need additional assistance setting up your credentials, please contact Client Relations at 1-800-900-4954. 1. From **Business Unit Name**, click **please add one**. 1. Type the **Business Unit Name** and the **Business Unit Number**. 2. Enter your **FHA Lender ID** 3. Click **OK**. Now, the new Business Unit appears in the **FHA Business Unit** section on the Connection Settings page. 4. Click any column header to sort the list using that column. Click the column header again to reverse the order. 5. Hover over the **Business Unit** and an Edit icon appears to the right. Click it to change the Business Unit's configuration if applicable. 6. When you hover over the Business Unit, you'll also see a Remove icon to the right. If applicable click it, then click **Yes** to confirm that you want to delete the Business Unit. 7. To add additional **Business Units**, simply repeat the steps above, starting with Step 1. 2. Once you've added an FHA Business Unit, the **FHA Automatic settings** become available. These settings allow you to submit appraisals to FHA via the EAD portal automatically when a specific order status is applied to the appraisal. Follow the instructions below to configure EAD Automatic Settings for one Business Unit, or click here to jump to the instructions for configuring EAD Automatic Settings for multiple Business Units. 1. Check the box to **Automatically submit to FHA**. 2. Choose whether you want to submit it the **first time** or **every time** a specific order status is applied to an order. 3. Choose an **order’s status changes to**: In QC - Level One, In QC - Level Two, In QC - Level Three, Revised Report, Revision - Not Requested, Completed. 4. Click **Customize automated submission** to specify which **Loan types** and **Form types** you'd like to automatically submit. An order must match both the selected form and loan types in order to be automatically submitted. 1. Click **Save** in the upper-left. --- ## How to Configure SureReceipts Settings In the SureReceipts Settings section, there are several options 1. In the first drop-down box, choose **always** to turn on automatic delivery, or choose **never** to disable it. 2. In the second drop-down, choose the amount of time delay before the report is delivered. You can set this in hours or business days. (Client sync settings can be set in VMP XSites Status mapping.) 3. Enter any comments that should be included in the email notification that will be sent. 4. Check **Include co-borrower when present** to send a notification to the co-borrower's email if available. 5. Check **Cancel scheduled delivery when revision is requested** to stop delivery when any revision is requested within the timeframe of the delay. This option is only available when the selected time delay is greater than immediately. 6. Click **Customize automated delivery** to select which products will be automatically delivered. If you don't select individual products, every product will be selected for automatic delivery. 7. Click **Upload document** to attach Reconsideration of Value Disclosure. 1. Check the box to agree to the terms. 8. Click **Save** at the top-left to keep your changes. --- ## How to Configure RealEC Settings VMP XSite users tied into RealEC can have appraisals automatically routed through their appraisal management XSite. For information on a RealEC integration, contact Client Relations at 888-794-0455 and ask for an integrations specialist. This area includes a couple of options for clients using this feature within Mercury Network®. 1. **Automatically send status back to RealEC**: - See full status report for your appraisal in RealEC, and pass all events or just those you choose, back into RealEC automatically. 2. **Automatically Send Report to Borrower**: - The report will be sent to the borrower when the the order is marked complete (or upon receipt of the UCDP Findings Passed event for UCDP-bound reports) 3. Set standard messages for: **Completed Report**, **No Borrower E-mail**, **Unresolvable Error**- These three tabs let you set up customized messages to be delivered conditionally, depending on the deliverability of the appraisal. In any of these messages, you can enter #CompanyName# and your company name will be inserted in its place. --- ## How to Configure BlitzDocs Settings Our partnership with Xerox Mortgage Services has resulted in a direct integration to their BlitzDocs product. If you have a BlitzDocs account, you can now automatically send appraisals and UCDP documentation directly to your BlitzDocs folder, automatically or manually. It’s a huge advantage for your workflow when you use the BlitzDocs intelligent collaborative network to accelerate loans through their lifecycle. 1. Check the box to **Enable BlitzDocs features for my account**. The Company ID and Loan Number Attribute ID are assigned by Xerox. 1. Enter the **Company ID** and **Loan Number Attribute ID**. Documents are tracked according to the Loan Number. 2. Select the types of files to be automatically pushed to your eFolder: 1. When **Completed Appraisals** is marked, any report marked as completed will automatically be sent to your BlitzDocs account. 2. When **UCDP Submission Summary Reports** is marked, the SSR resulting from a UCDP submission will be pushed to BlitzDocs upon it being received back from the UCDP portal. Since UCDP results aren't always instant, this feature keeps you from having to continually check back for your UCDP results. 3. When **AQI Results** is checked, Any time AQI results are generated, they are automatically pushed to your eFolder. 4. When **VMP Invoices** or **VMP Compliance Certificates** is checked, any time one of those document types is attached or uploaded, they are automatically pushed to your eFolder. 3. Click **Save** in the upper-left. > [!NOTE] > **Note**: After documents are pushed to BllitzDocs, there is generally a short period where they are pending and then accepted. In other words, it's not a real time operation. While documents are waiting to be accepted, their status is reflected in the documents list. --- ## Outcome Upon completing these steps, you will have transitioned from manual order management to a fully automated appraisal delivery workflow. You will possess the technical proficiency to manage GSE and FHA connectivity, enabling you to automatically route compliance documents and status updates to UCDP, EAD, and third-party platforms. This shift eliminates repetitive data entry, ensuring your pipeline remains synchronized and compliant while allowing you to focus on high-level oversight rather than administrative tasks. ---