1. The Disclosure Generation workflow in Charlie has been enhanced to deliver a more streamlined, automated, and user-friendly experience from start to finish.

2. Ordering disclosure documents across vendors is unified, with easy to use toggles.

3. Standalone audit checks through Asurity can now be run independently of disclosure requests.

4. Audit result messages and disclosure previews are displayed for review before generating documents

5. A new pop-out option allows for convenient side-by-side comparison in a separate window.

6. Users can now choose to deliver disclosures manually or via e-signature, thanks to flexible delivery options.

7. A message appears to confirm if documents are being delivered to the borrower, allowing for delivery type based logic to be applied.

8. This triggers automatic updates to dates and statuses, ensuring compliant disclosure tracking.

9. Selecting ‘Discard’ archives the disclosures, helping prevent confusion and ensuring a clear workflow.

10. A snapshot of disclosed fees is captured to enable comparison against current fees, helping identify potential changes of circumstance or tolerance cures.