Is there a way to tell if a loan officer has gone into a loan file in Blend if I look at the pipeline view?

  • 19 October 2022
  • 2 replies

Userlevel 1
Badge +2

When I assign loans in Blend with the pipeline view, it shows me as the last touched by person. Even  if my LO views the file, it does not update to their name unless they do something other than view the loan in Blend. 

I have tested this by looking at files so many that show I was the last one to touch the loan even though my LO went in the loan file. 

The only way I can see for sure if an LO went in the loan is to open it, then go to the activity log. 

Is there a way for me to see if an LO went into a loan file from the pipeline view? 

Thank you


Best answer by Chelsea 20 October 2022, 22:24

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2 replies

Userlevel 5
Badge +11

Hi @Andrew ,

Currently, there is no way to add that Activity log to the Pipeline view (filters). You are correct that the only way to see if an LO went into the loan is opening the loan and going to the activity log.

Userlevel 1
Badge +2

Thank you for the response and information @Chelsea


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