Collateral Investigate™
Control your valuation review
Modern valuation review, ready now
The valuation industry is changing, and Cotality is ready for it. Collateral Investigate is a brand new, robust valuation review solution designed to handle modern appraisal file formats like UAD 3.6. While retaining popular features of previous tools like GAAR and RealView, Investigate improves functionality, workflow, and user experience with a unified approach.
It creates a single workflow and rules engine for all valuation review.
This design allows you to manage and update your own rules, reducing dependencies on custom development builds. Investigate acts as your safety net during industry and regulatory change
Own your rule management
Gain control to easily manage and update your unique rules, assignments, and escalation paths. This decisive functionality removes reliance on custom code builds for your specific needs.
Unify your review workflows
Implement a single, cohesive workflow and rules engine across all your platforms, including CMS, Mercury, and Appraisal Scope, simplifying your entire operation.
Get instant review clarity
The dashboard instantly highlights orders that are aging or at risk. Intuitive message banners and a clear order queue keep your team informed and focused on critical next steps.
Own your rule management
Gain control to easily manage and update your unique rules, assignments, and escalation paths. This decisive functionality removes reliance on custom code builds for your specific needs.
Unify your review workflows
Implement a single, cohesive workflow and rules engine across all your platforms, including CMS, Mercury, and Appraisal Scope, simplifying your entire operation.
Get instant review clarity
The dashboard instantly highlights orders that are aging or at risk. Intuitive message banners and a clear order queue keep your team informed and focused on critical next steps.
Ready for UAD 3.6
The new solution is specifically designed to handle files in the new UAD 3.6 format, protecting you against risk during broad industry and regulatory change.
Pipeline management: At a glance
The valuation industry is changing, and Cotality is ready for it. Collateral Investigate handles UAD 3.6 files, offering a single, unified workflow and rules engine. You manage your own rules, reducing custom development dependencies.

Single, unified rules engine
A unified workflow and rules engine manages all valuation review, regardless of your platform (CMS, Mercury, Appraisal Scope). This removes the need for custom development builds for your changes
Manage your review assignments
Gain control to manage and update your own rules, review assignments, and escalation paths. This powerful self-service model quickly adapts to your evolving business needs.
Visualizing findings and data
Easily identify issues using color-coded field indicators and navigate findings by appraisal section or rule firing. Compare revised submissions against previous versions.
Robust review team reporting
Explore team and service provider performance with robust metrics, helping identify training opportunities and evaluate quality and turn-time.

Single, unified rules engine
A unified workflow and rules engine manages all valuation review, regardless of your platform (CMS, Mercury, Appraisal Scope). This removes the need for custom development builds for your changes
Manage your review assignments
Gain control to manage and update your own rules, review assignments, and escalation paths. This powerful self-service model quickly adapts to your evolving business needs.
Visualizing findings and data
Easily identify issues using color-coded field indicators and navigate findings by appraisal section or rule firing. Compare revised submissions against previous versions.
Robust review team reporting
Explore team and service provider performance with robust metrics, helping identify training opportunities and evaluate quality and turn-time.
2.3
Review efficiency: Reduce review cycles with an average of 2.3 rounds of review until accepted, maximizing efficiency for your team.
24%
Quality improvement: Appraiser performance data shows an average 24% increase after just one round of review and feedback.
3%
Risk mitigation: Maintain data integrity: only 3% of finding occurrences are flagged as faulty, confirming the quality of your review scope
FAQ
Why is Cotality launching a new review solution?
Cotality is building a brand new, robust valuation review solution to prepare for the changing industry landscape and regulatory requirements. The new solution, Collateral Investigate, will improve upon existing functionality, features, workflow, and user experience while fully supporting the modern UAD 3.6 format.
What kind of files does Collateral Investigate support?
The new review solution is exclusively for files submitted in the new UAD 3.6 format. If you have legacy reports, you'll continue to use your current review product, such as GAAR or RealView.
How does this solution remove custom build dependencies?
We're creating a unified workflow and rules engine for all valuation review, regardless of the platform (CMS, Mercury, Appraisal Scope) you use. This design removes the need for custom builds by development when you have customization requests.
Will I be able to manage my own valuation rules?
Yes, absolutely. We're putting you in control to manage and update your own rules, review assignments, escalation paths, and more. This is a core value proposition of Collateral Investigate.
What makes the user experience better?
The solution features an intuitive Dashboard for pipeline management. You can quickly see orders in the queue, completed orders, and Flagged Orders. Message banners keep you up-to-date, showing orders at a standstill or needing review resumption.
How quickly do accepted appraisal findings occur?
Data indicates that accepted findings average just 2.3 rounds of review until acceptance, showing enhanced efficiency for appraisal professionals. This efficiency is tracked via robust reporting in Collateral Investigate.
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.
Collateral Investigate doesn't produce appraisals, hire appraisers, fund loans, or manage valuations. Collateral Investigate is not an Appraisal Management Company (AMC). It does not perform functions such as administering and recruiting or selecting a panel of appraisers, negotiating customary and reasonable fees with appraisers, or performing quality control.

