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Loan Activity Log

Updated

 

Description:

Need to see what actions have been taken on a loan and who performed them? The loan details overview page has an activity log that displays actions and events that have taken place on a loan, who completed them, and when.

Steps to resolve:

Web:

  1. Select a loan on the web dashboard.

    The Activity log appears as a widget that shows:

    • A summary of the most recent actions on a loan

      Who completed the action

      A timestamp of when the actions took place

      Links to any applicable PDF documents

  2. Click See all activity to view a complete history of actions for the loan.
  3. Use the search bar or filters to sort the tasks by Name and Email as needed.

Mobile:

Note: Mobile release version 24.1.0 or higher is required for both iOS and Android.

  1. Tap the Loans menu at the bottom of the screen.
  2. Select a loan.
  3. Scroll down the loan info screen and select the Activity log.
  4. The Activity log shows a list of the last actions for the loan, as well as search and filter options.

Solution:

The Activity Log provides a centralized view of all tracked events on a loan, helping teams coordinate better and follow up on specific tasks. Events tracked include:

  • Letters (PreQual & Pre-approval)
  • Task renamed/removed
  • Document requests (W2, Paystubs, Drivers license, Tax returns, custom tasks/templates)
  • One-off eSign documents
  • Payment requests
  • E-Consent requests (shows if requested from LOS or nCino Mortgage)
  • Credit Authorization & Certification requests
  • Loan application reminders and submissions (shows if submitted via mobile or web)
  • Task reminders
  • Document uploads (by LO, Team Member, or Borrower)
  • Edited Loan Application (when LO makes changes on the LO 1003)
  • Credit orders (Hard and Soft pull)
  • Push notifications and welcome emails sent to Borrower
  • App sharing
  • VOA/VOIE orders (success with report link, or failure)
  • Credit report received (with link) or failed (with reason)
  • LOS import success or failure (with reason)
  • Borrower account creation
  • Borrower added/removed from loan file
  • Document rejections (with rejection reason and link)
  • Loan reassignment to another loan officer
  • Changes to borrower info (name, email, phone, property address, loan type, purpose, purchase price, down payment)
  • eSign completion tracking for all participants (borrower, co-borrower, third party, loan officer, etc.)
  • Package details (Closing, Disclosure, One-off Document Packages)

The log also includes any tasks triggered by Encompass (who performed them and what occurred), as well as actions performed via the nCino Mortgage API.

Additional resources:

  1. AskNexus Loan Activity Log

 

Published: 12/11/2025                                            Last Update: 12/11/2025

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