What is the activity log?
Date Published: March 2015
This is a list of activities performed on behalf of a client. Activities include, but are not limited to, intake, follow-up, telephone calls on behalf of the client such as working with lenders for loss mitigation, and calls to other counselors for advice or ideas to help resolve a client's housing problem(s). The log would document the results of the financial analysis and the evaluation to determine the client's options, or note that the client attended group sessions or training. The key is to provide detailed descriptions of the activities, including persons involved, dates, and duration. For example, after contacting a lender, the housing counselor should note the date and time of the telephone call, with whom the counselor spoke, and the duration and results of the conversation.