Underwriter Review - Document Generation

Modified on Tue, 23 Sep at 11:47 AM

Underwriter Review - Document Generation



1. Underwriters can now generate key documents within the Underwriter Review, improving efficiency at the point of decision-making.



2. The Generate Documents button is now easily accessible from the Decision section, enabling fast document creation.



3. Underwriting forms and packages can be generated with just a few clicks.



4. Whether requesting through a doc vendor,



5. Or selecting one of Charlie's Internal underwriting forms, doc generation is now seamlessly part of the underwriter's workflow.


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