Blend provides you and your organization with the tools to understand and evangelize the Blend story through data.
- Permissions required to access the Reporting Dashboard
- Reporting Dashboard
- Callout numbers
- Generated Reports
- Interactive Reporting
- Home Lending - Overall
- Home Lending - Utilization
- Consumer Banking
- Deposit Accounts
Note: These tools, reports and corresponding data are provided as-is and should not be relied on for compliance or formal reporting purposes.
Permissions required to access the Reporting Dashboard
The Can view reporting dashboard role permission must be set to Always in order to access the Reporting Dashboard. Alternatively, the out-of-the-box Reporting User role in Blend can be added to a user's profile.
Refer to User roles and permissions in Blend to learn more.
The Reporting Dashboard is accessible from the Pipeline page to authorized users. Reports can be filtered by custom date range and loan type (if applicable).
The Reporting Dashboard allows authorized users to access historical loan data at any time. There are three components to the reporting feature that provide varying levels of granularity:
1. Callout numbers:
The three key success metrics highlighted at the top of the reporting feature.
2. Generated Reports:
a. Downloadable CSVs containing granular, loan-level data; able to be filtered by custom date range and loan type (if applicable).
b. Historical Reports section. Any report generated will be available in the historical reports section under each tab; these are accessible for all time.
3. Interactive Reports:
“Home Lending - Overall”, “Home Lending -Utilization”, “Consumer Banking” and “Deposit Accounts” tabs. These are out-of-the-box visualizations available around a variety of high-level and feature-specific metrics.
Note: You may not see all tabs; only the dashboards with products applicable to your institution will appear. The Interactive Reports tabs are not available in Beta.
Key success metrics about application activity and the relative change. Filter the view by defined timeframes: Last 30 Days, Last 90 Days, or Year to Date
- Application Submits: The number of borrower-submitted applications in the defined timeframe
- Application Start to Submit Rate: The conversion rate between started applications and those that are submitted by the borrower in Blend
- NPS: The average borrower NPS score of submitted applications in Blend
Resource: Please see the Help Center Article on Reporting: Generated Reports for further information.
Generated Reports consist of downloadable CSVs that contain user or loan-level data and can be filtered by report type, loan type, event type, and date range (the same reports are also available as routes in the most current version of the Reporting API).
See Reporting in Blend: Generated reports for further information.
Resource: Please see the Help Center Article on Reporting in Blend: Interactive reports for further information.
Interactive Reports are data visualizations composed of a variety of metrics that can be filtered by a custom date range and loan type (if applicable). Authorized users can access the interactive reports using the “Home Lending - Overall”, “Home Lending - Utilization”, “Consumer Banking”, and “Deposit Account” tabs.
Note: The Interactive Reports tabs are not available in Beta.
Home Lending - Overall
The Home Lending - Overall dashboard contains high level metrics around application activity (e.g. Median Time to Submit, Borrower Device Usage) and can be accessed using the “Home Lending - Overall” tab under the callout numbers on the reporting page. This tab is available for Mortgages, Home Equity Loans and HELOCs.
Home Lending - Utilization
The Home Lending - Utilization dashboard dives deeper into metrics around borrower conversion (e.g application funnel, start to submit rate by lead source), and specific feature usage (e.g. Credit, Follow-ups). This tab is available for Mortgages, Home Equity Loans and HELOCs.
The Consumer Banking dashboard largely mirrors metrics in the existing Home Lending dashboards, however is specific for Consumer Banking products. This tab is available for Auto Loans, Personal LOCs, Personal Loans, Credit Cards, and Specialty Vehicle Loans.
The Deposit Accounts dashboard contains metrics around account types and approval rates. This tab is available for Deposit Accounts (Account Opening) only.
Q. How often is the data refreshed?
A. The data in the Callout Numbers, User Generated Reports, and Interactive Reports is updated roughly every 12 hours. Please note it may take additional time for the data to become available (up to 24 hours). If you are looking to pull specific data in real-time, please take a look at the API documentation on how to work with our integrations team to set up event notifications.
Q. Why are graphs blank?
A. Graphs will show up empty if there is no underlying data. If you do expect to see data and a graph is blank, try extending the time frame or choosing a different loan type.
Please note that some graphs may be reporting on features that are not applicable to your organization.
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.