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Editing & history

Version history

Every saved edit to a property section is recorded with who, when, and what changed. How to view it and revert a change.

Relm TeamUpdated 2 min read
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Every saved change to a property is recorded in Version history. You can see who changed what and when — and you can revert.

Where to find it

On any section page (open a card from the property overview), click History in the page header. The history drawer slides in showing recent changes for that section.

History is kept per section — there's no single property-wide history view.

What's recorded

Each entry has:

  • Field that changed (e.g. "Year Built", "Tax Bill 2025", "Median Income").
  • Before / after values.
  • Who made the change (their name, with avatar), or which AI agent made it.
  • When — relative time ("5m ago", "3h ago"), then the date for older entries.
  • Source of change — Manual Edit, AI Proposal (a change you accepted from chat), AI Agent, Recalculated, or Revert. Changes pushed back from the Excel add-in are recorded as manual edits by the person who pushed them.

Intel Report results aren't logged here field by field — rerunning a section updates its data without adding a history entry for each value.

If you're in Edit Mode, your not-yet-saved edits for the section appear at the top under Unsaved Changes, each with a Revert button that drops just that edit.

Reverting

Hover over a saved entry and click Revert to … (it names the previous value, or reads Clear value if there wasn't one). The change applies immediately — there's no preview or confirmation step. The revert itself is a new history entry, so the audit trail is preserved.

Retention

Saved edits stay in version history; they aren't trimmed on a schedule. The drawer shows the 50 most recent saves for a section.

Privacy

Version history is scoped to your organization. Members in your org can see who made changes; users outside the org cannot see anything. There's no external "audit-export" today; if your compliance program needs one, contact support.

Common uses

  • "Why did this assumption change?" — open the section's History to see who edited the field and when.
  • Pre-IC review — walk through each section's History so committee sees what changed since you started underwriting.
  • Recovering from a mistake — revert a single field, fast.

What's next

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