1. The Mortgage Insurance, Disclosures, and Tax Review checklists are the latest to be enhanced as part of Charlie’s ongoing checklist modernization.

2. Left-side checklists have been simplified to clearly show what’s needed, while the right-side panels dynamically display key details relevant to the review.

For example, the Overview for the MI Review surfaces coverage and premium amounts and associated dates...

3. ...while the Disclosures checklist displays the trid tracking history.

4. Activity automation has also been added.

Continuing with MI as an example: When the Mortgage Insurance Progress Item status changes from Not Started or In Progress…

5. …to Needs Order, Charlie triggers an activity to get the MI quote.

6. That activity can automatically be assigned to the correct skillset, ensuring the right team member receives the task instantly

.

This also creates the foundation for setting up auto-ordering based on configurable rules.

7. The activity links directly to the checklist for fast navigation, and it’s also visible in the side panel for easy tracking.