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Action History

The Action History feature in LendingWise is a comprehensive tool that records all actions taken on a loan file, facilitating transparency, accountability, and efficient collaboration among team members.

Where to find it: in Loan Origination > Pipeline - Main, click the green folder icon on the file's row, then click Action History in the More Actions panel.

Action History is a detailed record of every action taken on a loan file. 


Action History is organized into several tabs, each offering in-depth information on various aspects of a loan file: 


  1. Primary Status tab: This tab displays file creation details, borrower name, property address, and a history of primary file status changes. It includes the date, user responsible for the change, user type, and time frame in days for each status change. 
  2. Days In File Status tab: This tab shows the total number of days the file has spent in each primary status. It adds up the time frames from the Primary Status tab, so a file that went back to a status more than once shows the combined total.
  3. Substatus tab: This tab shows all checked sub-statuses, the dates they were checked or unchecked, the user responsible for the change, user type, and time frame in days. 
  4. Workflow tab: This tab lists workflow steps that have been checked, along with the user responsible for the change, user type, and the date the change was made. 
  5. E-Mail History tab: This tab provides an overview of any email history related to the loan file. 
  6. Emailed Docs tab: This tab displays the names of documents from the loan file that were emailed, along with the date, sender, sender's user type, and recipient. 
  7. Faxed Docs tab: This tab shows the names of documents from the loan file that were faxed, along with the date, sender, sender's user type, and recipient. 
  8. Assigning tab: This tab presents a history of employees assigned to the loan file, including the date they were assigned. 

Action History


Incorporating Action History into your loan management process is crucial for several reasons: 


  1. Ensures transparency and accountability among team members 
  2. Facilitates efficient collaboration and communication 
  3. Improves customer service by providing quick access to loan file details Assists in maintaining regulatory compliance and simplifying auditing processes 
  4. Enhances problem-solving capabilities by offering a clear record of actions taken 

By leveraging the Action History feature in LendingWise, users can streamline their loan processing, improve team collaboration, and ultimately provide a superior experience for borrowers.