Learn how to interpret activity events for Asset Statement follow-ups to understand when borrowers successfully connect their accounts, manually upload copies of their statements, or remove their accounts.
- How to tell if Generated Asset Statements (GAS) were pulled or if the borrower manually uploaded a copy
- How to interpret events in the activity logs related to Assets
How to tell if Generated Asset Statements (GAS) were pulled or if the borrower manually uploaded a copy
Successfully Generated Asset Statements
When Generated Asset Statements (GAS) are pulled successfully, the event will be recorded in the Activity Feed as follows:
API User: blend-23f06a2c8f6e@int.blendlabs.com added a document File Name {Borrower Last Name} - Linked Bank Statement - {Bank Name} Bank - {Account type} - {Last 4 digits of account number} - {Month Year}.pdf |
Manually Uploaded Account Statements
If a borrower wishes to continue without linking their accounts and manually uploads their statements, the event will be recorded as follows:
Borrower completed Upload Account Manually {Borrower} - Financial Institution - New Institution - New Account |
Note
If the borrower chooses to not connect their accounts during the application process, the following will happen;
- During the application - Borrowers will need to select the Account Type and enter the Cash or Market Value manually.
- After the application is submitted - An Account Statement follow up will be requested after allowing the borrower to manually upload a copy of their statements.
How to interpret events in the activity logs related to Assets
The following events will help understand the borrower’s journey for Assets tasks.
Borrower completed Choose Banking Institution
This event is recorded when the borrower clicks on one of the institution tiles from the list.
a. If the borrower clicks on the Assets tile for the first time, the activity event will include the text “First” in the Choose Banking Institution log.
b. If the borrower returns to add another account, “First” will be removed from the event description.
Borrower Action | Activity Log |
a
b |
Borrower completed Log in process
Please note that this event will be recorded after completing the log-in task. This could mean two things:
a. Borrower enters their credentials and logs in
b. Borrower skips the login process
Borrower Action | Activity Log |
a
b |
Note
This activity indicates the borrower completed the “login” screen, regardless of the action taken. It is not an indicator that the borrower actually logged in successfully.
Borrower removed an asset account
This event indicates that the borrower returned to edit an added account that was not yet connected.
Borrower Action | Activity Log |
Borrower removed document
This event indicates that the borrower returned to edit and removed an account that had already been connected and successfully generated asset statements.
Borrower Action | Activity Log |
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.
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