1. Introducing Charlie’s new Compliance Card, a major step toward a fully built-out compliance framework.
Everything you need for compliance will be available in one place.

2. The new Compliance screen displays overall results from each compliance test with dynamic sections for every test type. Upcoming enhancements will parse XML report data directly into these sections, paving the way for automation.

3. You’ll also find all TRID-related fields in one place, from conditions and intent to proceed, to LE and CD dates, changes of circumstance, and related activities, ensuring full visibility and easy navigation.

4. The Net Tangible Benefit dynamic section brings together all details for new and existing loans, including recoupment costs, providing clear insight into borrower benefit calculations.

5. A new Consents and Authorizations area tracks every borrower authorization,
showing exact consent dates.

Just click “View Details” to see full consent information,

6. including methods and IP addresses where applicable, as well as the ability to manage consents should they change.

7. The familiar Overview Panel is now part of Compliance, too.

It displays the last compliance run, overall status, and includes a direct link to the PDF report, accessible with just one click.

8. And finally, Charlie now auto-calculates the presumed received date for LEs and CDs when disclosures are delivered manually, ensuring accurate timelines without any data entry.

9. These enhancements lay the foundation for Charlie to become a comprehensive, automated compliance platform.