1. Cleaner layouts, smarter filtering, and unified views make checklist workflows more efficient.

2. Checklists now feature a consistent right-side panel layout, complete with dynamic Overview details,

3. and filtered expanders for Documents, Activities, Conditions, and Comments that only display what’s relevant to the checklist being worked on.

4. When adding a Document request, Activity, or Condition, Charlie now provides preset options tailored to the specific checklist.

Additionally, we refreshed supporting document labels for improved clarity.

5. The separate Purchase Contract Review has been removed.
Now, when a borrower uploads their contract,

6. the review process happens directly within the associated Document Workflow activity, eliminating the need for an separate checklist.