The Status & Tracking screen tracks all of the critical events for a loan file and allows the user to view a list of all the actions taken on a loan since it was first created. Users can access the Loan History screen before and after the loan has been finaled with the applicable user right (noted below) by clicking on Loan History from the left-side navigation under Status & Tracking.
Loan History is a view only screen and the information displayed cannot be edited. The Loan Number, Borrower, and Loan Owner automatically populate based on data entered on other screens.
The Loan History list includes the Event Date/Time, User ID, First Name and Last Name of the individual who initiated/completed the action/event, and Comment describing the action/event that occurred.
The following are examples of events/actions that may be included in the Loan History:
· 1003 Modified
· Allow Lock Confirmation Completed
· Allow Lock Completed
· Appraisal Request Initial Save
· Closing Request Submitted
· Credit Requested
· Deny Lock Confirmation Completed
· DO Retrieved
· DU UW Findings Requested
· Edit Loan Number
· Fannie Mae Casefile ID was changed
· Fannie Mae Casefile ID was removed GFE-Initial Save
· Hazard Insurance Request Initial Save
· HUD Fees-Initial Save
· Investor Lock Saved
· Investor Lock Updated
· Loan Archived by Lender
· Loan Archived by Originator
· Loan assigned
· Loan unassigned
· Loan Copied
· Loan Created
· Loan Created/Loan Imported n Loan Deleted-soft deleted loan (Delete ORIG)
· Loan Edit Lock Confirmation Initiated
· Loan Edit Lock "Initiated/Submitted/Confirmed/Unconfirmed/Completed"
· Loan Exception Request Lock "Initiated / Submitted / Confirmed / Unconfirmed / Completed"
· Loan Exception Request Register "Initiated / Submitted / Confirmed / Unconfirmed / Completed"
· Loan Lock Extension Confirmed
· Loan Lock Extension Initiated
· Loan Lock "Initiated/Submitted/Confirmed/Unconfirmed/Completed"
· Loan marked as Employee
· Loan Quick Lock "Initiated/Submitted/Confirmed/Unconfirmed/Completed"
· Loan Register "Initiated/Submitted/Confirmed/Unconfirmed/Completed"
· Loan Released
· Loan Restored
· Loan set to Final Loan Status -"value"
· Loan Submitted to DO
· Loan Transfer Completed
· Loan Unarchived by Lender
· Loan Unarchived by Originator
· LP Key changed
· LP Key was removed
· LP UW Findings Requested
· New Credit Requested
· Ordered Data Verify
· Ordered Flood
· Ordered FraudGuard
· Ordered MI
· PostClosing Completed
· Restrict Lock Completed
· Submit to AU "Initiated/Submitted/Confirmed/Unconfirmed/Completed"
· TEMPLATE "selected template" or NO TEMPLATE SELECTED
· Title Commitment Request Initial Save
· Unlock Initiated
· Unlock Completed n UWDECISION-"underwriting decision"
· UW Findings Requested