Executive hub and audit trail
Board-level dashboards and the record of who did what.
Executive hub
The executive hub gives managers and the board a single view: headline cards, the portfolio trend and branch performance, refreshed on demand.
Audit trail
Every significant action — sign-ins, transactions, approvals, edits, reversals, setting changes — is written to the activity log with the user, time and details. Open it from the Reports menu, or from a loan’s own activity log.
Tip
Review the audit trail regularly for reversals, waivers and back-dated transactions — the classic signs of fraud.
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