How to View History of Changes on a Loan

Modified on Thu, 13 Mar at 4:11 PM

This guide shows how to view loan updates in Charlie by accessing the Change History log.

Instructions to View History of Changes on a Loan

Step 1: Click on Change History Icon
Step 2: Review List of Changes
Step 3: Select Update to View Details

Step 1: Click on the Change History Icon

From anywhere in the loan, navigate to the side sheet and click on the Change History icon.

Step 2: Review List of Changes

Review the list of Updates, with the most recent at the top.

Step 3: Select Update to View Details

Select Update to view details. Changes from the previous fields are highlighted. Example below shows Other Income added to the loan.

Updates display the date, time, and user who made the change, providing a clear audit trail.