---
title: "How to Review Findings on Collateral Investigate™"
slug: "review-findings"
tags: ["Investigate"]
updated: 2026-09-22T21:31:05Z
published: 2026-09-22T21:31:05Z
canonical: "docs.cotality.com/review-findings"
---

> ## 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 Review Findings on Collateral Investigate™

## Overview

Reviewing and decisioning appraisal findings ensures your valuations are compliant and accurate. In **Collateral Investigate™**, you can toggle between **Findings** and your **Checklist** to track outstanding tasks. Filtering and resolving these items systematically helps you organize your workflow and prioritize critical issues. By documenting your decisions with comments, you resolve valuation risks and maintain a clear audit trail before final submission.

---

## Review Findings

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

1. On the left panel, under **File Information**, use the toggle to switch between fired **Findings** and required **Checklist** items that that must be completed before finalizing your review.

> [!NOTE]
> **Note**: A red dot on the **Checklist** toggle indicates incomplete required items. **Related article**: [How to Complete the Checklist](/ext/docs/complete-checklist#overview) .
2. Filter the findings to manage your workflow:
  1. **Appraisal section**: filter to show findings related to specific parts of the appraisal report.
  2. **Severity**: filter to view findings of a certain severity level.
  3. **Decision**: filter to display only findings with a specific status, such as those with no decision.
3. Decision each individual finding based on its severity and guidelines.
  1. Review the **severity level** of each finding to understand its impact (refer to the **Finding Severity Levels** table) .
  2. Select a decision option from the **Select decision** menu for each finding to determine the resolution (refer to the **Finding Decision Options** table).

****Findings Severity Levels****

| **Severity** | **Description** |
| --- | --- |
| **Low** | Informational; lowest risk. |
| **Medium** | Not an insurability issue, but may relate to a loan overlay. |
| **High** | Insurability issue; must be worked individually (cannot use bulk actions). |
| **Severe (Fatal)** | Auto-fail; file is returned to the vendor automatically upon submission and should not require manual review. |

****Finding Decision Options****

| Decision | When to Use |
| --- | --- |
| **Accept** | The finding is valid but will not affect the opinion of value. No comment required. (Can be disabled by your organization.) |
| **Dismiss** | The finding is valid and acceptable. Add a comment justifying why the finding is cleared. |
| **Faulty Finding** | The rule fired incorrectly for this report. Removes the finding from metrics and flags it for Cotality review. |
| **Revision Needed** | The appraiser must correct or provide additional information. Adds the finding to a pending revision request. |
| **Escalation Needed** | The file must be escalated to another reviewer or tier. Mutually exclusive with Revision Needed. |

> [!NOTE]
> **Note**: You cannot select **Revision Needed** for a finding if other findings on the file have an **Escalation Needed** status. Similarly, you cannot select **Escalation Needed** for a finding if other findings on the file have a **Revision Needed** status. This guardrail prevents ownership collision on review files.

1. Add comments and review finding details.
  1. Click **Add comment**. (Comments are required for dismissed **findings** and optional for **accepted** findings.)
  2. Enter your justification in the **comment field** and click **Save comment**.
  3. Click **View more** to open the finding detail panel and review additional information. (This step is optional and intended only for complex issues that require further investigation.)

For next steps review the related article: [How to Navigate the Finding Detail Panel](/ext/docs/finding-detail-panel#overview)

---

## Outcome

You can now address, filter, and decision all appraisal findings for the review file. Your decisions, justifications, and comments are saved, and you are ready to proceed with finalizing your review on **Collateral Investigate™**.

## Related

- [How to Complete the Checklist on Collateral Investigate™](/complete-checklist.md)