1. In the April 2025 Release, Charlie enhanced Underwriting with smarter automation to save time and increase confidence.

2. Now, when an Underwriting Decision is requested,

3. it automatically triggers the Underwriter Review advanced activity.

4. The Review is dynamically tailored to the Request Type and loan attributes.

5. This ensures it is assigned to an underwriter with the right skillset.

6. Within the Review, Charlie clearly identifies completed items and those still requiring review so underwriters can focus only on what's needed without re-underwriting the entire file.

7. Underwriting Decision Requests can now be automatically triggered when key items—such as Credit, Income, and Assets—are ready for review. This enhancement streamlines the process by removing the need for manual requests.

8. Progress Item Status Automation is also part of the release. If a key field is updated after underwriter approval,

9. the Progress Item status automatically reverts from Underwriter Approved to Needs Review.

10. Once follow-up activities are completed, the status updates to Ready for Underwriter, keeping workflows accurate.