Overview
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 audit log.
The audit log allows you to review certain user activity events that happened in relation to your specific loan flows and have a trail of when these occurred.
Some types events you will be able to view:
- Loan Events
- Document Events
- Milestone events
- User Events
- Team Settings Events
- Borrower Events
- Realtor Events
- Disclosure Events
- Integration Events
You can see a full list of the events available here.
How to Use
From the team pipeline, select the Audit Log tab at the top of the page:
The top section will allow you to narrow down the events. You can search by specific user or event name, or use the categories to sort the events:
The list of events will be displayed below. You will be able to view the Date/Time, Team, Person, and Event itself:
Additionally, you also have the option to export the results as a CSV file:
Alternatively, each loan flow has its own loan specific audit log. To view the loan flow audit log, navigate to the team pipeline, find the desired loan flow, and click anywhere on the row to access the loan.
Select the Audit Log option towards the right hand side:
The top section will allow you to narrow down the events. You can search by specific user or event name, or use the categories to sort the events:
The list of events will be displayed below. You will be able to view the Date/Time, Team, Person, and Event itself:
Additionally, you also have the option to export the results as a CSV file:
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