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 pulls only the actions saved within the tenant account. Pull results information using the GET results request.

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)