What Is It

The Activity Log tool in Lender Toolkit’s Toolshed is designed to help users track and review loan activity specifically when loans are opened or closed. It displays key details such as User ID, IP Address, Computer Name, and Loan Folder. This tool is especially useful for Encompass® Administrators who need to monitor loan access for security and compliance.

Benefits

With the Activity Log, administrators gain visibility into loan access patterns, helping to strengthen system security and ensure compliance. The tool provides detailed tracking information that can be used for audits, troubleshooting, and custom reporting.

How to Use

Inside Input Form Builder, you can download log files using the CDO Management Tool. Logs are created quarterly and follow a consistent naming format.  Manual log file inspection reveals the Loan GUID, which can be used for custom tracking or SDK-based data extraction.

Getting Started / Activation

  1. Check Your License: Ensure your organization has the Expert tier license (or higher) for Toolshed.
  2. Enable the Tool: Open the Toolshed Plugin and click “Settings.” Next, click on the PowerTools™ Expert tab.  Locate the Activity Log and click “On”. 
Once enabled, you’ll see an 'Activity Log' button in the PowerTools Expert tab.


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Important Update (Effective 08/04/2022)

  • Older log files named ActivityLog_yyyy_mm_dd will be archived to a folder called _ActivityLog_Archive_ the first time a Super Admin logs in (this occurs only once).
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  •  Do not delete the archive file unless it has been backed up. Deleting it will permanently remove the stored records.
  •  New logs will be created quarterly moving forward.

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What’s Installed

Installed Components

  • Custom Form: None
  • Codebase Assemblies: ActivityLogForm.dll 
  • Custom Data Objects: None
  • Plugins: ActivityLogPlugin.dll

Custom Fields Created:

Fields:

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