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The Activity log

See who changed what and when on every deal. Clients never see the activity log.

1:20 · Captions included · 6 chapters

Updated since this video was made

  • Changed (Nov 1, 2026): Activity now also shows a client joining the deal and every “Download all documents (ZIP)”. A broker using “Act on this deal” is tagged “Brokerage · acting”, not Coordinator.
  • Changed (Nov 1, 2026): Activity is grouped by day with the exact time of each entry, can be filtered by person or by Documents, Steps & dates, Messages and People, and Show older loads entries past the latest 200.
Read the transcript

The Activity tab shows who changed what on a deal, and when: you, your team, and your clients.

Say Avery moves the appraisal. She clicks Edit on the step, picks the new date, and clicks Save step.

Jamie, the buyer, gets a text and an email with the new date.

Now Avery opens the Activity tab.

The newest change is on top, with the old and new values: the appraisal moved from October 21 to October 23.

Clients show up too, tagged Client. Jamie uploaded her pre-approval letter from her to-dos.

Your coordinator is tagged Coordinator. Dana requested the letter, checked off the inspection, and moved its date.

Updates and comments keep their full text. Click Show what was written to read it.

Even a comment that was deleted: you can still read what it said.

To see one person's changes, click Only Dana Reyes. Everyone shows the whole log again.

The log is for you and your team. Clients never see it.

And Dana's own deal page tells her that Avery sees everything she does in the Activity tab.

That's the Activity log: every change on your deal, who made it, and when.

Up nextRead-only share links for the lender or escrow1:43

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More in Agents: running deals

2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.