Mortgage Insurance Synchronization

Modified on Sun, 19 Oct at 1:59 PM

Mortgage Insurance Synchronization



1. Mortgage insurance data is now synched across Charlie, ensuring accuracy and eliminating mistakes.



2. For example, when a monthly mortgage insurance premium amount is entered on the Structure Loan screen,



3. it automatically carries over to the Mortgage Insurance Progress Item.



4. That same value then flows into the Proposed Housing calculation.


Wherever the information is entered or updated, it automatically syncs.



5. In addition, to speed up MI setup, smart defaults now auto-fill common fields, so quotes can be started with fewer clicks.



6. All pre-filled fields remain fully editable, so quick adjustments can be made whenever needed.



7. And finally, premium calculations are now dynamic. Enter either the percentage or the dollar amount, and Charlie will automatically calculate the other.


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