Requesting initial disclosures is a key step in the loan process. Charlie streamlines this by allowing users to quickly generate and send disclosures. 

Instructions to Send Initial Disclosures

Step 1: Navigate to Disclosures Progress Item

• Navigate to the Progress Item icon from any screen and click on Disclosures.

Step 2: Click Print Documents

• On the Disclosures detail screen, click on the 'PRINT DOCUMENTS' button. 

Step 3: Complete Document Generation Request

• On the Document Generation Request screen, select the name of the Vendor from the dropdown (if applicable). 

• Fields for any additional information needed for the selected vendor will appear automatically upon the selection. Example for Doc Magic:

• Select Initial Disclosures.  Check the Send E-Sign Request if delivering disclosures electronically.
• Click 'RUN REQUEST' to generate the order or 'CANCEL' to go back to the details screen.  

• There will be a series of messages regarding the progress of the request.  For example:

• Login to your Doc Provider website using the link provided as needed.  

Charlie will prompt to enter any required fields prior to running the integration to request the disclosures.