Actions and Results are used by lenders to track the effectiveness of servicing operations and standardize practices for their personnel. Note the following when using this request:

This request retrieves agent actions and results notes saved within the tenant account.

The payload will also include information such as Agent User, IP address, ID, and when the note was created.

Learn more about Actions & Results by reading our Note types, management, and search article.

Database

For information on agent actions database tables, see the following articles:

Database – Action Entity (action_entity)

Database – Action & Result Selection (action_result_selection_entity)

Database – Action & Result Note (action_result_note_entity)

Database – Action Notes Relationship Table (action__notes)

Database – Action and Results Mapping Table (action__result)