1. In this guide, we’ll review how to enter and manage HMDA loan decision details in Charlie, ensuring compliance and accurate reporting.

2. Within the Underwriter Decision activities, you’ll find a dedicated HMDA tab on the Decision screen.

This is where you’ll enter or confirm all HMDA disposition details as part of the workflow.

3. Start by clicking on the pencil icon to review or enter the information, including reasons for exclusion if applicable.

4. Once everything is complete, click the check mark to save your changes.

5. You can also access the same HMDA information directly from the Underwriter Decision Progress Item for quick updates or review.