Progress Items can be submitted to underwriting as soon as they are ready, based on their status.  

A full file review can also be requested anytime when needed. Charlie streamlines the request for loan-level decisions into a single, easy process.  

Instructions To Request an Underwriting Decision

Step 1: Navigate to Underwriter Decision Progress Item

• From any screen, navigate to the Progress Item Sidesheet and select the Underwriter Decision Progress Item. 

Step 2: Click on Request Decision

• Click on the 'REQUEST DECISION' button on the Underwriter Decision details screen.     

Step 3: Select the Request Type

• Select the 'Request Type' from the dropdown on the Decision Request screen. 

Step 4: Enter Comments and Save

• Add any 'Request Comments' for the underwriter then click 'SAVE' to create request or 'DISCARD' to cancel.  The Request Date and Request By Name populate automatically. 

Step 5: Review Request 

• Request can be viewed on the 'DECISIONS' tab of the Underwriter Decision Progress Item detail screen in the 'Decision Request/Response section.  

When the underwriter renders a decision, the table will be updated.