Centralize the evidence
Keep policies, due diligence, contracts and supporting documents together with controlled sharing and version history.
Compliance management · Third- and fourth-party oversight
Compliance you can manage.
Oversight you can prove.
Bring vendor reviews, documents, assessments, approvals and remediation into one secure, structured compliance management portal.
CMS connects the people responsible for oversight with the records, tasks and decisions needed to demonstrate it.
CMS Compliance Portal Actual dashboard · identifying details removed
Actual CMS dashboard. Organization, user and record information has been removed.
The problem
When oversight is fragmented, the work becomes harder to manage.
Regulated businesses outsource important work, but accountability for oversight remains. Spreadsheets, email and shared folders make it difficult to know which materials are current, what remains outstanding and whether corrective action has been completed.
See across your network
Onboard, assess and monitor agencies, law firms, providers and their downstream relationships.
Move issues to resolution
Route requests, complaints, reviews, approvals and remediation with defined ownership and deadlines.
Built for day-to-day work
One place to see what needs attention.
Vendor & third-party management
Due diligence, recurring assessments, risk reviews, approvals and ongoing monitoring.
Complaints, disputes & incidents
Capture an issue, coordinate responses, preserve supporting records and document closure.
Licenses, bonds & insurance
Monitor required records, expiration dates, reminders and follow-up.
Management visibility
Dashboards, heatmaps, reports and audit trails identify open items, decisions and action owners.
Documents & policies
Organize policies, procedures and evidence with access controls and version histories.
Approvals & remediation
Route work for manager or client review; document decisions and the actions taken.
Third- and fourth-party oversight
See the relationships behind your vendor network.
CMS provides a network view of the organizations involved in a compliance program, including vendors and downstream providers. Review the relationships among institutions, servicers, agencies, law firms and other participants without treating each company as an isolated record.
Connected oversight records and controlled access support work across organizational boundaries while preserving appropriate visibility restrictions.
Explore vendor network oversight →
License tracking & geographic visibility
See license status across jurisdictions.
Review collection-license coverage on a color-coded map. Distinguish current licenses, pending renewals, warnings, exemptions and other tracked statuses without searching through individual records.
CMS also organizes supporting license, bond and insurance information, including expirations and follow-up.
Explore compliance tracking →
Risk assessments & heatmaps
Turn assessment results into a clear picture of residual risk.
CMS can score individual assessment items and roll results up by topic, helping reviewers distinguish higher-risk findings from areas where controls appear more effective.
Color-coded scores make exceptions easier to find and provide a practical starting point for assigning follow-up, reviewing controls and documenting remediation.
The example shown is a cybersecurity assessment report. Its scores reflect that example only, not a CMS certification, endorsement, or a statement about a particular customer.
See risk assessment capabilities →
Across organizations
Oversee the firm and the firms it relies on.
CMS supports information sharing among creditors, lenders, debt buyers, servicers, agencies, law firms and downstream providers without treating every participant as an unrestricted user.
Role-based access and controlled visibility allow teams to work together while maintaining appropriate separation of information.
Explore industry applications →1
Collect
Gather files, questionnaires and supporting evidence.
2
Evaluate
Perform reviews, assess risk and document approvals.
3
Act
Assign requests, track deadlines and resolve findings.
4
Demonstrate
Retrieve histories, actions and decisions for review.
Start with a focused test
One provider. One shared issue. A practical evaluation.
Review a single agency or law firm, or manage one issue across a vendor network. The CMS team can help configure the workflow around your requirements so you can evaluate whether it improves the way your team works.
Discuss a pilot →“CMS converts fragmented administration into a continuous, visible and defensible oversight process.”
Make your compliance work easier to manage.
See how CMS can structure the evidence, reviews and follow-up your organization already needs.