Mercury Network® UAD 3.6 Configuration - Go-Live Checklist

  • Updated on May 1, 2026
  • Published on Mar 31, 2026
  • 1 minute(s) read
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Overview

Use this final checklist to confirm everything is in place before processing live UAD 3.6 orders.

Phase

Configuration Items (check off as you complete each one)

Phase 1
Foundation

  • 1.1 - User Profiles  

  • 1.2 - Property Characteristics

Phase 2
Fees & Products

  • 2.1 - Fee Administration

  • 2.2 - Product Requirements

  • 2.3 - Engagement Letter Content

Phase 3
Vendors and Clients

  • 3.1 - Vendor Profiles

  • 3.2 - Investor Submission Config

  • 3.3 - Client Groups

Phase 4
Workflow

  • 4.1 - Critical Rule Firings

  • 4.2 - Pending Release Status

Phase 5
Operational

  • 5.1 - Reporting

  • 5.2 - VMP Client Status Mapping

  • 5.3 - Action Required Folder

Subscribe to Cotality Release Notes for After Go-Live updates:

Even after go-live, remember to monitor the UAD 3.6 readiness report in the Vendor section to track any appraisers who have not yet updated their profiles for UAD 3.6 eligibility. Subscribe to Cotality Release Notes to stay current on Advanced Investor Submission features (2026) and other upcoming updates.

Governance