1. With the October release, Charlie continues to enhance the Closing and Funding experience.

Starting with the ICD, Charlie now surfaces a Target Initial CD Date that automatically calculates six days before closing.

This date can be displayed in alert banners and used to trigger activities to help ensure compliant timing and prevent missed deadlines.

2. Next, a new Revised Rescission Reopened Date field allows the user to enter a new date if the rescission period ever needs to be reopened.

3. Once entered, the corresponding Revised Rescission Date calculates automatically for compliance accuracy.

4. For Funding, a new Remaining Wire to Be Sent field is now visible. The balance dynamically updates as amounts are entered so funders always know exactly what’s left to send.

5. Also included in the release, MIP Refunds are now automatically applied to the overwire total, removing the need for manual entry.

6. And finally, if a borrower rescinds a refinance transaction,

7. as soon as the rescinded date is entered, Charlie auto-creates a 'Wire Return' event.

8. And the Funding Progress Item status resets to 'In Progress for Wire Return,' triggering related activities to keep the process moving efficiently.