The Change Log tracks all activities and changes made to a loan throughout its lifecycle, providing a detailed audit trail of who made changes, what was changed, and when the changes occurred.
Accessing the Change Log
Navigate to any loan record.
Go to the “More” tab group and select “Change Log” (available in both Originator and Servicing views).
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The Data Points
The Change Log displays a chronological list of activities with the following details:
Timestamp: Date and time when the change occurred
User: Avatar and initials of the user who made the change
Reference: Description of the action taken
Value: Before and after values for field changes
Filtering and Searching
Date Filter: Filter activities by date range.
Search Box: Search for specific text across all entries.
Types of Activities Tracked
Here's a list of all the activities tracked and displayed in the change log:
1. Loan Updates
Loan Stage and Sub-stage Changes: When a loan is moved from one stage/sub-stage to another (also tracks loans being rejected, loans going into default, and archived/sold)
Edits to Loan Details (in the General Tab):
Terms and Parameters
Payment details
Classes
Banking information
Spread allocation
Other fields and custom fields
Edits to Loan Settings (in the Settings tab)
2. Document Activities
Document Version Uploads: New versions/documents added to the loan
Document Deletions: Removal of documents
Documents Shared: When a document has been shared
Documents Requested: When a document has been requested
Documents Moved: When a document moves from one slot to another.
Status Changes: Changes to the status of a document
E-Signature Events: Sent for signature, signed, rejected
3. Payment Activities
Payment Creation: New payments recorded (includes Funding and Payoffs)
Status Changes: Pending → Cleared → Reversed
Payments Deleted: Payment being deleted
4. Loan Owner Changes
Owner Assignments: Adding new owners
Owner Removals: Removing owners
5. Draw Management
Draw Requests: Initial requests for funds
Draw Approvals: Approval of requests
Revision Requests: Requests for changes
Draw Releases: Release of approved funds
Draw Deletions: Removal of requests
Draw Rollbacks: Reversing approvals
6. Loan Modifications
Creation: Initial creation of modifications
Updates: Changes to modification terms
Deletions: Removal of planned modifications
7. Product Changes
Product Change: When a product was changed on a loan
8. Charges
Charge Added: Tracks when a charge is created
Charge Edited: Tracks when an existing charge in a loan is edited
Charge Deleted: Tracks when a charge is deleted