Floify

The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.

Among these options, you will have the option to access the conversation log.

The conversation log shows a record of the text messages sent to borrowers and notes added to the loan flow.

After a text message is sent to a borrower or a note is added, you'll see a <b><i>View Conversation Log</i></b> action icon appear on the right:

<a href="https://help.floify.com/en/articles/15141337-add-loan-flow-notes">Click here to learn how to Add Loan Flow Notes</a>

You'll be able to see any notes added listed here in addition to any text message notifications sent out to the borrower:

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