Description:
Users need a way to track and review all notifications sent to borrowers from nCino Mortgage for a specific loan. The Loan Notifications Log provides a centralized location to view communication history, verify sent messages, search for specific notifications, and review the exact content of messages sent to borrowers for a specific loan.
Steps to resolve:
Web:
- Log into your nCino Mortgage web dashboard.
- Click the Loans menu.
- Click on the loan you want to review.
- From the loan Overview tab, locate the Activity Log widget and click See all activity.
- In the Activity Log menu, click the Notifications tab to view the complete Loan Notifications Log.
- Review the notification list, which includes the following information:
- Sender: Name of the user who sent the notification
- Sender Email: Email address of the user who sent the notification
- Type: Category of notification sent
- Action: Email template used for the notification
- Borrower Name: Name of the borrower who received the notification
- Borrower Contact Info: Email address or phone number where the notification was sent
- Date: Date and time stamp when the notification was sent
- (Optional) Use the search bar to locate specific notifications, or filter by the Sender or Sender Email columns to narrow your results.
- Click on any specific notification in the log to view a copy of the exact message that was sent to the borrower.
Additional resources:
Published: 12/11/2025 Last Update: 12/11/2025