Guide to understanding Asset Statement follow-up events in Blend's activity log

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
  • Successfully Generated Asset Statements
  • Manually Uploaded Account Statements
• How to interpret events in the activity logs related to Assets
  • Borrower completed Choose Banking Institution
  • Borrower completed Log in process
  • Borrower removed an asset account
  • Borrower removed document

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:

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:

 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.