Using the Activity Archive

The Activity Archive is the permanent record of every completed loan, canceled application and adverse action, including signed documents and the full event log. Use it to look up a record, answer an audit request, or save a loan file for an auditor or examiner.

To find a record

1. Go to Program Maintenance > Activity Archive.
2. Under Filters at the top, use the product drop down to choose your business or consumer product. The list shows the product names your financial institution uses.
3. Search by borrower name or business name. You can also filter by type or date range.

Once your filters are applied, matching records show in a list below the filters. Canceled applications are highlighted in red, and declined or denied renewals show a red bar.

To download a record

1. Find the record in the list.
2. In the Type column, click the record's type, such as Credit, Adverse Action or Approved but not accepted. The type opens the record, even though it doesn't look like a link.
3. Click Download, then choose the PDF or .ZIP file.
4. Save the file to your internal cold storage or electronic file cabinet.

The PDF includes the loan details and the full event log. For those with an adverse action record, it also includes the actual email sent to your borrower.

Note: You don't have to open a record to download it. In the Download column on the far right of the list, click the PDF icon or the .ZIP icon.

To download a single document

1. Open the record.
2. Below the summary, click the disclosure or agreement you need.
3. Click Download.

Records in the Activity Archive are never purged unless your financial institution asks for it. The disclosures and agreements are stored with the summary PDF.

To control who can see the Archive, see Managing users and permissions.