The Loan Log

The Loan Log communicates historic, current, and future loan-related activities and events. Log entries display information such as completed and future milestones, email and phone communications, reminders of required actions (alerts) and actions initiated from the eFolder.

When you add an entry, or select an existing entry, a worksheet opens with detailed information corresponding to each type of entry.

Some entries are automatically added to the Log. These include future milestones and activities initiated using the eFolder and Status Online features.

Alerts & Messages Tab

The Alerts & Messages tab displays the active alerts and unread messages for a loan (as also indicated on your Pipeline). Alerts notify you that an event has occurred, is pending, or is due. Compliance alerts notify you when a violation of Real Estate Settlement Procedures Act (RESPA) or Mortgage Disclosure Improvement Act (MDIA) regulations has occurred or when an action is required to stay compliant with these regulations. Message entries inform you when requested documents have been returned via fax from a borrower. When you clear an alert or read a message, the entry is removed from both your Pipeline and the Alerts & Messages tab.

ClosedDescription of Log Entries

ClosedAdd Log Entries

ClosedConversation Log

ClosedTask

ClosedPrint Log Entries

See Also:

Alerts

Milestones

Conversation Log

Tasks

Disclosure Tracking Tool