Yes. Rejections and returns need a written reason, which is saved with the request and shown to the next team. The investor also receives the rejection reason by SMS and email.
The challenge
Who approved it, and when? The answer is already on record.
Every approval, rejection and return on the platform is recorded with who acted, when, and how the status changed. When an auditor asks, your team opens the log instead of searching inboxes.
How VillaTech solves it
- Every decision recorded with the person, the time and the status before and after
- The reason for every rejection and return saved with the request
- Search the log by action, team member, client or date range
- Changes to records tracked field by field, with the old and new value
Audit log
Every action. Who, when and why.
Follow one investor application from submission to approval. Each step is written to the log the moment it happens.
- The person and role behind every action
- The status before and after each decision
- Filter by action, team member, client or date
Investor application
Sara Al-Harbi
- Application submittedInvestorNew
- KYC approvedKhalid · Onboarding officerPending → Pending compliance
- Returned to onboarding officerNoura · ComplianceReason saved
- KYC approved againKhalid · Onboarding officerPending → Pending compliance
- Account approvedNoura · ComplianceUnder review → Approved
Sample data for illustration.
What the audit trail gives your team
Evidence, ready when someone asks.
Work on the platform
Approvals, rejections and returns happen inside the platform, not in email.
Recorded automatically
The platform records who acted, when, and the status before and after.
Search when asked
Filter the log by action, team member, client or date range.
Show the evidence
Open the full history of any client or request for your auditor or the CMA.
Questions
It depends on the role. Team members see only the events their role allows, and only within your firm.
See it with your own processes.
Tell us how your team works today. We'll show you how the platform handles it, in a free consultation.
Book a free consultation