1. Introducing a new verification option that supports ordering IRS tax transcripts directly through Charlie.

2. Simply select Tax Transcript from the 'Order / Check Verifications' dropdown.

3. Pick Xactus as the provider, add the borrower, transcript type and tax years, and click Submit. Users can create new orders or reissue a report using a prior ID.

4. Built in status checks make tracking orders easy. And once the transcript is received,

5. a summary provided by Xactus can be viewed as a PDF, followed by the complete transcript.

6. XML automation to surface the information contained in the PDF is coming soon!