1. This guide will walk you through how to add a CAIVRS number and assignment date for FHA and VA loans in Charlie.

To get started, open the Application Progress Item from the menu on the left side of the screen.

2. Next, locate the Borrower Profile table and click the borrower’s name to open their details.

3. Once in the borrower’s record, click on the Gov’t Loan tab to access government loan data.

4. Click the pencil icon to make the Government Loan Data fields editable.

5. Enter the CAIVRS Identifier and the CAIVRS Assignment Date, then click the check mark to save your changes.

And that’s it! You’ve successfully added the CAIVRS number and assignment date for your borrower in Charlie.