The activity feed displays a visual timeline of your lender’s engagement.
What does this include?
It will have any loan views, reasons for passing on a loan, quotes, and document requests from your lenders.
The system automatically sorts these activities in sequential order.
To view lender activity feed:
Open a Lender Profile by clicking anywhere in the row lender info is displayed on
Click on the “Activity Feed” in the lender profile
Review chronological activity by scrolling down
Click the “All” drop-down menu to view specific information, such as:
Loan - this is the activity per loan, including loan views, questions, offers, and passes (with reasons why they passed)
Quotes - if the lender submits a quote
Document Request - if the lender requests documents
Term Sheet - if the lender uploads a term sheet
Deal Room - any deal room activity gets logged
Question - questions they might ask about the loan request
Capital Sources - the date the lender was added to the directory and by whom