Fee Worksheet Enhancements

Modified on Tue, 23 Sep at 12:59 PM

Fee Worksheet Enhancements

Charlie’s Fee Worksheet now offers a streamlined and more flexible experience.



1. Charlie’s Fee Worksheet just got an upgrade, offering a streamlined and more flexible experience for LOs to share fees with their borrowers.



2. With new format options, LOs can choose between a 1 or 2 page layout to best suit how they want to display the fees.



3. In addition, there are dedicated Purchase and Refinance worksheets that dynamically display information relevant only to the loan purpose.



4. The worksheet is now easier for borrowers to understand, with fees displayed in descending order and an Additional Charges line item to capture any overflow if needed. This ensures a clearer, more straightforward presentation of costs.


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