1. The October release brings new efficiency to the refinance workflow.

When a mortgage-related liability is listed on the credit report, the initial Action To Be Taken field is empty.

Note, in this example, the HELOC has already been marked to be Resubordinated.

2. When the Mortgage Loan liability is associated with the subject property...

3. …Charlie automatically marks it as Paid Off at Closing.

4. Notice the HELOC previously identified as Resubordinated remains unchanged.

5. If adjustments are needed, manual editing is simple.

6. Just update the Action to Be Taken and Status fields as needed.

7. And the record immediately reflects those changes, ensuring accurate payoff tracking and calculations.