The household level export has been there since launch. This adds the version you actually want when a complaint lands: one transaction, every task, note, date, time and message inside the window, as a single PDF.
Rule 535.2(h) requires your transaction records and substantive communications kept for four years. If you worked the file here, the record already exists and this is just the print button.
Broker requests are the other use case. Send the export instead of assembling a folder by hand.
