1. With the August release, parent tasks within the review now automatically complete when all subtasks are finished.

2. For example. when the last open 'Property Insurance' subtask is marked as done,

3. The 'Property Information' parent is checked dynamically, indicating the entire section is complete.

4. The August release also brings integrated Final Underwriting Forms.

5. All fields are now editable and viewable in Charlie, eliminating the need to print to review. This includes the 10O8,

6. and the 92900LT and the 92900A.

7. In addition, there is contextual field logic with dynamic sections only appearing when applicable. For instance, with AUS recommendation 'Refer" and "Loan Manual Underwriting Indicator" showing Yes, the Refer/Manual section appears.

8. Once complete, the forms can be easily generated by clicking a button

9. and running the request for the selected document.

10. Within seconds, Charlie lets the user know the document has generated

11. and is ready to open directly within the review.