Blend - Document retrieval

 

This bot connects through APIs to retrieve applications directly from Blend. It uses your Bearer token and downloads a list of applications with their corresponding IDs, names, emails, and all of the data available in Blend. Then it uses that information to download documents associated with each application such as: Fannie Mae docs, compliance reports, HDMA reports, bank statements, and more.

You can use this bot to:

  • Obtain all documents from all applications
  • Filter by "Application completed" status
  • Generate a spreadsheet with this information

 

 This task is compatible with:

  • Automate Ultimate 11.2 and greater
  • Automate Plus 11.2 and greater
  • Automate Desktop 11.2 and greater
Price:
Free
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by HelpSystems Professional Services. If you need our help to configure a bot, please complete the form here.