Blend Reporting - Data Dictionary


1	Data Dictionary
2	For Reporting Dashboard and Reporting API
3	HOW TO USE: This document provides information on fields and descriptions for data available in the Reporting Dashboard and Reporting API. ► Search for a specific field or topic of interest (cmd + F on a Mac, or Ctrl + F on Windows), or browse all fields available in each of the reports. ► Navigate to the User Guide and Document Changelog using the tabs in the top left corner of the page. You can find links to additional resources in the User Guide tab.
4
5
6
7
8		Application List / Loans
9		Reporting Dashboard Report: Application List
10		Reporting API Endpoint: Basic Loan Data - https://api.blendlabs.com/reporting/loans
11		This report is one row per loan with attributes and milestones for that loan. Use it to find things like conversion rate, which apps have not been submitted yet, or where your loan came from.
12
13		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
14		Loan ID	loanID	PRIMARY KEY - The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v2.0.0	11/1/2019
15		LOS Primary Key	losPrimaryKey	The primary key of the loan in the LOS	STRING	v2.0.0	11/1/2019
16		CRM Primary Key	crmPrimaryKey	The CRM primary key of the loan in the LOS	STRING	v4.0.0	11/1/2019
17		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v2.0.0	11/1/2019
18		Creator User ID	creatorUserId	The user ID for the user that originated the loan	STRING	v4.0.0	12/17/2020
19		Primary Lender User ID	primaryAssigneeUserId	The unique user ID associated with the primary assignee	STRING	v4.0.0	11/1/2019
20		Primary Lender Name	primaryAssigneeName	The full name of the primary assignee	STRING	v4.0.0	12/17/2020
21		Primary Lender User Email	primaryAssigneeEmail	The email address of the primary assignee	STRING	v4.0.0	12/17/2020
22		All Current Assignees	allCurrentAssignees	A JSON array containing the user ID, name, and email of all current assignees on the loan	STRING	v4.0.0	12/17/2020
23		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	v2.0.0	11/1/2019
24		Loan Purpose Type	loanPurposeType	REFINANCE' or 'PURCHASE' for Mortgage loans. Will be set to 'OTHER' or null for other loan types.	STRING	v2.2.0	11/1/2019
25		Application Source	appSource	The source of the application (e.g. CRM, LOS)	STRING	v2.0.0	11/1/2019
26		Application Source Name	appSourceName	The name of the LOS or CRM that the application was imported from. Optional field to use when creating loans via API	STRING	v2.0.0	11/1/2019
27		Application Lead Source	appLeadSource	Specifies how an app was created: BORROWER: Borrower created the loan (e.g. borrower self served via link on website) LENDER: Lender created the loan PUBLIC_API: Loans pushed into Blend using the Public API INGEST: Generally due to a direct integration with a CRM	STRING	v2.2.0	11/1/2019
28		Loan Application Program	appProgram	The loan program of the application, possible values include: STATE_AGENCY, VA, FHA, CONVENTIONAL, LOCAL_AGENCY, USARURAL_DEVELOPMENT, PUBLIC_AND_INDIAN_HOUSING, OTHER	STRING	v4.0.0	12/17/2020
29		Loan Application Marketing Tag	appMarketingTag	The unique marketing identifier on the loan to help users track their top of funnel campaigns	STRING	v2.2.0
30		Asset State	assetState	The registered address state on the asset	STRING	v4.0.0	12/17/2020
31		Asset Purchase Price	assetPurchasePrice	The purchase price of the asset	STRING	v4.0.0	12/17/2020
32		Loan Application Status	loanApplicationStatus	The current status of the loan application (DENIED, IN_PROGRESS, SUBMITTED)	STRING	v4.0.0	12/17/2020
33		LOS Milestone	losMilestone	An optional enumerated field sent by lenders who have shared this data via the home-lending/applications/los-milestones endpoint in our public API. Options are [SUBMITTED. UNDERWRITING, CONDITIONAL_APPROVAL, APPROVED, CLOSING, CLOSED]	STRING	v4.3.0	12/17/2020
34		LOS Milestone Last Updated Datetime	losMilestoneLastUpdatedDatetime	This field is a corresponding timestamp for when the los_milestone field was last updated by a lender via the home-lending/applications/los-milestones endpoint in our public API	TIMESTAMP_TZ	v4.3.0	12/17/2020
35		Credit Pulled Date	FirstCreditPullDatetime	The timestamp when credit was first pulled on the loan (soft or hard credit). See PAB activities table for more details on type of pull	TIMESTAMP_TZ	v4.0.0	12/17/2020
36		Borrower SSN Flag	primaryBorrowerSsnFlag	A flag denoting if the primary borrower has provided their SSN	BOOLEAN	v4.0.0	12/17/2020
37		Borrower Credit Consent Date	primaryBorrowerCreditConsentDate	The timestamp that the primary borrower provided credit pull consent	TIMESTAMP_TZ	v4.0.0	12/17/2020
38		Borrower E-Consent Flag	primaryBorrowerEconsentFlag	A flag denoting that the primary borrower has activated their account and checked the box for eConsent false - borrower has declined. This is achieved by the lender selecting decline in the borrower section; typically, the borrower will be contacted by or contact the LO to get this information Null - borrower has not reached this part of the app yet (or has not created an account)	BOOLEAN	v4.0.0	12/17/2020
39		Coborrower SSN Flag	coborrowerSsnFlag	A flag denoting if the coborrower has provided their SSN	BOOLEAN	v4.0.0	12/17/2020
40		Coborrower Credit Consent Date	coborrowerCreditConsentDate	The timestamp that the coborrower provided credit consent	TIMESTAMP_TZ	v4.0.0	12/17/2020
41		Coborrower E-Consent Flag	coborrowerEconsentFlag	A flag denoting that the coborrower has activated their account and checked the box for eConsent false - borrower has declined. This is achieved by the lender selecting decline in the borrower section; typically, the borrower will be contacted by or contact the LO to get this information Null - borrower has not reached this part of the app yet (or has not created an account)	BOOLEAN	v4.0.0	12/17/2020
42		Loan Application Follow Up Only Flag	followUpOnlyFlag	A flag that indicates that the application was a follow-up only loan, the lender used Blend to issue follow ups to the borrower	BOOLEAN	v4.0.0	12/17/2020
43		Borrower Connectivity Flag	connectivityFlag	A flag that indicates whether or not an asset statement (GAS) was generated from source data in a borrower’s bank account and is eligible for GSE rep and warrant programs (D1C/AIM). This field does not include successful asset connectivity in cases that Blend is unable to access high enough quality source data for the GSE programs, but will pull a PDF instead and the borrower will not be prompted to upload bank statements (Assets Statement Fallback).	BOOLEAN	v4.0.0	12/17/2020
44		Borrower Blend Income Verification Flag	blendIncomeSuccessFlag	A flag that indicates whether the loan had at least one Blend Income Report generated (a borrower's income was successfully verified)	BOOLEAN	v5.1.0
45		Borrower TWN Success Flag	twnSuccessFlag	A flag that indicates that a successful match was found on the borrower using The Work Number	BOOLEAN	v4.0.0	12/17/2020
46		Loan Application Realtor Flag	hasRealtorFlag	A flag that indicates the borrower selected they are working with a realtor on their application	BOOLEAN	v4.0.0	12/17/2020
47		Unassigned Loan Flag	unassignedOnSubmitFlag	For Mortgage/Heloc/Heloan only - A flag that indicates the loan was unassigned upon submit. This field will not change if a loan is assigned. 'true' = the loan was unassigned at submission 'false' = the loan was assigned at submission null = the loan may not have been submitted yet, or is is a non-mortgage product	BOOLEAN	v4.0.0	12/17/2020
48		Sign-up URL	signupUrl	For Mortgage/Heloc/Heloan only - The sign-up URL the borrower used to apply. Can be used with the unassignedOnsubmitFlag field to diagnose faulty referral links	STRING	v4.0.0	12/17/2020
49		Preapproval Letter Generated Date	preapprovalLetterDatetime	The timestamp a preapproval letter was generated on the loan	TIMESTAMP_TZ	v4.0.0
50		Loan Application Creation Date	createdDatetime	The timestamp when the loan was created	TIMESTAMP_TZ	v2.0.0	11/1/2019
51		Loan Application Start Date	borrowerStartedDatetime	The timestamp when the borrower started the application	TIMESTAMP_TZ	v4.0.0	12/17/2020
52		Loan Application Submitted Date	borrowerSubmittedDatetime	The timestamp when borrower submitted the application	TIMESTAMP_TZ	v4.0.0	12/17/2020
53		Lender Take Over Datetime	takeOverDatetime	The timestamp when the loan application was first taken over by the lender user	TIMESTAMP_TZ	v3.1.0	12/17/2020
54		Loan Application Exported Date	estExportedDatetime	The timestamp when the application was exported. Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes	TIMESTAMP_TZ	v3.1.0	12/17/2020
55		Last Updated Date	estLastUpdatedDatetime	The timestamp the loan was last updated by the system. Can be used to filter on to find loans that have been updated. Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes and specific actions may not be considered as a "last updated"	TIMESTAMP_TZ	v4.0.0	12/17/2020
56		Last Touched Date	estLastTouchedDatetime	The timestamp the loan was last touched (by a borrower or lender user). Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes and specific actions may not be considered as a "last touched".	TIMESTAMP_TZ	v4.0.0	12/17/2020
57		Last Touched By User ID	lastTouchedByUserId	The ID of the user to last touch the loan (can be borrower or lender user)	STRING	v4.0.0	12/17/2020
58		Loan Application Archived Date	estArchivedDatetime	The timestamp when the application was archived. Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes	TIMESTAMP_TZ	v4.0.0	12/17/2020
59		Loan Application Deleted Date	estDeletedDatetime	The timestamp when the application was deleted. Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes	TIMESTAMP_TZ	v4.0.0	12/17/2020
60		Loan Application Purged Date	estPurgedDatetime	The timestamp when the application was purged. Field is appended with estimated, as this field is not meant to be used for compliance and reconciliation purposes ("estimated" in this case does not predict when a loan will be purged. This field is only for loans that have already been purged)	TIMESTAMP_TZ	v4.0.0	12/17/2020
61		Days Since Last Touch	daysSinceLastTouch	Number of days since the loan was last touched (from when the report was generated)	NUMBER	v2.2.0	11/1/2019
62		Application Start To Submit Time	appStartToSubmitMinutes	Number of minutes from when the app was started to when the primary borrower has completed the review and submit process	NUMBER	v4.0.0	12/17/2020
63		As Of Date	asOfDate	The timestamp for when the report was generated	TIMESTAMP_TZ	v2.0.0	11/1/2019
64
65
66
67
68
69		PAB Activities
70		Reporting Dashboard Report: PAB Activities
71		Reporting API Endpoint: PAB Activities - https://api.blendlabs.com/reporting/lender-pab-activities
72		This report is one row per LO Toolkit action (formerly "Pre Approval Builder" (please note this report also includes LO Toolkit actions done automatically). You can use it to see which of your users are adopting different LO Toolkit features, or more specific credit pull information on a loan
73
74		FIELD LONG NAME	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
75		Activity ID	activityId	PRIMARY KEY - Unique ID of the activity	STRING	v4.0.0	12/17/2020
76		Loan ID	loanID	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v4.0.0	12/17/2020
77		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v4.3.0	8/24/2021
78		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	v4.0.0	12/17/2020
79		Loan Purpose Type	loanPurposeType	REFINANCE' or 'PURCHASE' for Mortgage loans. Will be set to 'OTHER' or null for other loan types.	STRING	v4.0.0	12/17/2020
80		Application Lead Source	appLeadSource	Specifies how an app was created (BORROWER, LENDER, INGEST, PUBLIC_API)	STRING	v4.0.0	12/17/2020
81		User ID	userId	User ID for the user that completed the action (can be the user ID for a borrower or lender, or 'system')	STRING	v4.0.0
82		User Type	userType	The type for the user that completed the action. Can be system, borrower, or lender	STRING	v4.0.0	12/17/2020
83		Lender Name	lenderUserName	If user_type is a lender, the full name of the lender user that completed the activity	STRING	v4.0.0	12/17/2020
84		Lender User Email	lenderUserEmail	If user_type is a lender, the email address of the lender user that completed the activity	STRING	v4.0.0	12/17/2020
85		Activity Type	activityType	Which PAB Activity was done on the loan. Can be one of the following: ecoa updated pulled credit selected a product sent pre-approval letter ran desktop underwriter fees pulled initiated automated underwriting sent loan cost worksheet	STRING	v4.0.0	12/17/2020
86		Activity Datetime	activityDatetime	Timestamp for when the activity was done on the loan	TIMESTAMP_TZ	v4.0.0	12/17/2020
87		Activity Success	activitySuccess	Field indicating whether the activity was successful or not	BOOLEAN	v4.0.0	12/17/2020
88		Credit Pull Type	creditPullType	For credit pull events - the type of credit pull (Hard or Soft)	STRING	v4.0.0	12/17/2020
89		Credit Bureaus	creditBureaus	For credit pull events - a JSON array containing the bureaus where credit was pulled from	STRING	v4.0.0	12/17/2020
90		Credit Bureau Type	creditBureauType	For credit pull events - the type of pull (single or tri)	STRING	v4.0.0	12/17/2020
91		Credit Joint	creditJoint	For credit pull events - if the credit was pulled jointly	BOOLEAN	v4.0.0	12/17/2020
92		Credit Action Type	creditActionType	For credit pull events - the action on the pull	STRING	v4.0.0	12/17/2020
93		AUS Product	ausProduct	For activities 'initiated automated underwriting' or 'ran desktop underwriter' - the specific AUS product used ('desktopUnderwriter', 'loanProductAdvisor')	STRING	v6.0.0	3/21/2023
94		AUS Recommendation	ausRecommendation	For activities 'initiated automated underwriting' or 'ran desktop underwriter' - what the recommendation is ('Approve/Eligible', 'Approve/Ineligible', 'Refer with Caution', etc ). Please note - this field was renamed in v6.0 of the Reporting API. For versions 4.0.0-5.3.0 (released 12/17/2020) the field is referred to as duRecommendation	STRING	v6.0.0	3/21/2023
95
96
97
98
99
100		Document Meta
101		Reporting Dashboard Report: Document Meta
102		Reporting API Endpoint: Document Metadata - https://api.blendlabs.com/reporting/documents
103		This report is one row per document generated on a loan.
104
105		FIELD LONG NAME	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
106		Document ID	documentId	PRIMARY KEY - Unique ID of the document	STRING	v2.0.0	11/1/2019
107		Loan ID	loanID	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v2.0.0	11/1/2019
108		Uploaded By User ID	uploadedByUserId	The User ID for the user who uploaded the document	STRING	v4.0.0	12/17/2020
109		Uploaded By User Type	uploadedByUserType	The type of user that uploaded the document. Can be one of the following: system = Documents automatically uploaded by Blend (e.g. asset statements, compliance reports, etc) external_api = Documents uploaded to Blend through the public API by a third party (e.g. Disclosures, Document Signature Requests, etc.) internal_api = Additional Blend services may appear as using the internal API to upload documents (e.g. Verification of Income, Pre Approval Letters, etc) borrower = uploaded by a borrower lender = uploaded by a lender user"	STRING	v4.0.0	12/17/2020
110		Document Type	type	The type of document uploaded. Full list of document types can be found at https://info.blend.com/rs/287-UGB-469/images/BlendAPIDocTypes2.csv	STRING	v2.0.0	11/1/2019
111		Document Source	source	The source of where the document came from. Can be 'connectivity' for documents pulled through Blend's connectivity, or 'user' for all other documents	STRING	v2.0.0	11/1/2019
112		Created Datetime	createdDatetime	The UTC timestamp for when the document was uploaded	TIMESTAMP_TZ	v2.0.0	11/1/2019
113		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	v4.0.0	12/17/2020
114		Report Generation Time	asOfDate	The timestamp for when the report was generated	TIMESTAMP_TZ	v2.0.0	11/1/2019
115
116
117
118
119
120		Borrower Users
121		Reporting Dashboard Report: Borrower Users
122		Reporting API Endpoint: Borrower Users - https://api.blendlabs.com/reporting/borrowers
123		This report is one row per applicant. Please note all sensitive data is scrubbed and is not available in reporting (this includes applicant email, phone number, address, etc). Use this report to see different milestones for each borrower.
124
125		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
126		Party ID	partyId	PRIMARY KEY - Unique uuid for a party on the loan (borrower or coborrower). If the same applicant is a party on multiple applications, they will have a different Party ID for each application, but their User ID will remain constant.	STRING	v2.0.0	11/1/2019
127		User ID	userId	Unique User ID associated with the applicant, which will remain constant across applications if the same applicant opens multiple applications.	STRING	v2.0.0	11/1/2019
128		Loan ID	loanId	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v2.0.0	11/1/2019
129		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v4.3.0	8/24/2021
130		Role	role	Either the borrower or coborrower	STRING	v2.0.0	11/1/2019
131		Activation Datetime	activationDatetime	The timestamp (in UTC) that the borrower accepts Terms of Service	TIMESTAMP_TZ	v2.0.0	11/1/2019
132		Invited Datetime	invitedDatetime	The timestamp (in UTC) that the lender first sends invitation to borrower	TIMESTAMP_TZ	v2.0.0	11/1/2019
133		Credit Pulled Datetime	creditPulledDatetime	The timestamp (in UTC) when credit was first pulled. See PAB Activities for more granular credit pull information	TIMESTAMP_TZ	v2.2.0	11/1/2019
134		Assets Pulled Datetime	assetsPulledDatetime	The most recent timestamp (in UTC) that the borrower successfully connected their account and generated an assets statement. Please note this only includes instances where an asset statement (GAS) was generated from source data in a borrower’s bank account that is eligible for GSE rep and warrant programs (D1C/AIM). This field does not include successful asset connectivity in cases that Blend is unable to access high enough quality source data for the GSE programs, but will pull a PDF instead and the borrower will not be prompted to upload bank statements (Assets Statement Fallback)	TIMESTAMP_TZ	v2.2.0	11/1/2019
135		Blend Income Verified Datetime	incomeVerifiedDatetime	The most recent timestamp (in UTC) that a Blend Income Report was generated for that borrower (i.e. the borrower's income was successfully verified)	TIMESTAMP_TZ	v5.1.0	2/22/2022
136		Workflow Milestone	workflowMilestone	Most recently completed Blend workflow	STRING	v2.2.0	11/1/2019
137		Login Method	loginMethod	The method the user used to login (email, SSO, borrowerSAML, anonymousBorrower, shortForm)	STRING	v3.2.0	11/1/2019
138		User Agent	userAgent	The most recent borrower user agent. Can be used to derive the last device type used	STRING	v4.1.0	3/1/2021
139		Last Updated Datetime	lastUpdatedDatetime	The timestamp (in UTC) of the latest action occurring for the borrower out of fields available in this report. Please note, this timestamp only updates if any of the above fields are updated - it does not apply to actions outside this report, so this field does not necessarily correspond to the last time the borrower took action on the loan. If all other timestamp fields are null, this timestamp defaults to the time the borrower user was created (and the borrower may not yet have been invited by the loan officer)	TIMESTAMP_TZ	v5.1.0	2/22/2022
140
141
142
143
144		Borrower Processes
145		Reporting Dashboard Report: Borrower Processes
146		Reporting API Endpoint: Borrower Workflows - https://api.blendlabs.com/reporting/activities
147		This report is one row per workflow completed by a borrower in their application. You can use it to see where all workflows completed on a loan, or derive a funnel to see where borrowers are dropping off.
148
149		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
150		Activity ID	activityId	PRIMARY KEY - Unique ID of an action completed (e.g. borrower 1 completed assets on loan 1)	STRING	v2.0.0	11/1/2019
151		Loan ID	loanId	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v2.0.0	11/1/2019
152		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v4.3.0	8/24/2021
153		User ID	userId	ID of the user that completed the action (can be a borrower, lender or API user)	STRING	v2.0.0	11/1/2019
154		Process Type	type	The name of the workflow completed (e.g. "Getting Started", "Income", etc.)	STRING	v2.0.0	11/1/2019
155		Started Datetime	startedDatetime	The timestamp that the user started a workflow	TIMESTAMP_TZ	v2.0.0	11/1/2019
156		Completed Datetime	completedDatetime	The timestamp that the user completed a workflow	TIMESTAMP_TZ	v2.0.0	11/1/2019
157
158
159
160
161		NPS
162		Reporting Dashboard Report: NPS
163		Reporting API Endpoint: NPS and Comments - https://api.blendlabs.com/reporting/nps
164		This report is one row per NPS score submitted on a loan, along with any comments. Use to see trends in feedback from borrowers
165
166		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
167		Loan ID	loanId	PRIMARY KEY - The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	v2.0.0	11/1/2019
168		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v4.3.0	8/24/2021
169		NPS Score	score	Borrower assigned NPS score (0-10)	NUMBER	v2.0.0	11/1/2019
170		Comment	comment	NPS comment by a borrower	STRING	v2.0.0	11/1/2019
171		Datetime	datetime	The timestamp that the borrower submitted the NPS score	TIMESTAMP_TZ	v2.0.0	11/1/2019
172
173
174
175
176		Follow Ups
177		Reporting Dashboard Report: Followups
178		Reporting API Endpoint: Follow-ups Data - https://api.blendlabs.com/reporting/follow-ups
179		This report is one row per loan with attributes and milestones for that loan. Use it to find things like conversion rate, which apps have not been submitted yet, or where your loan came from.
180
181		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
182		ID	id	PRIMARY KEY - The unique external facing UUID associated with the Follow-up request.	STRING	v5.2.0	7/21/2022
183		Follow-Up ID	followUpId	The unique UUID associated with the Follow-up request - primarily for internal Blend Systems use. Use ID field for tying to follow up IDs	STRING	v3.3.0	5/26/2020
184		Loan ID	loanId	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations.	STRING	v3.3.0	5/26/2020
185		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	v4.3.0	8/24/2021
186		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	v4.0.0	5/26/2020
187		Follow-Up Request Type	requestType	The type of request created the follow-up. Can be AUTOMATED, MANUAL, or SUGGESTED	STRING	v3.3.0	5/26/2020
188		Follow-Up Type	followUpType	The type of follow-up requested	STRING	v3.3.0	5/26/2020
189		Follow-Up Text	followUpText	Optional text containing additional details about the follow-up. Can be set by Blend, or custom text	STRING	v3.3.0	5/26/2020
190		Follow-Up Creation Time	followUpCreatedDatetime	The timestamp the follow-up was created in Blend (field is called followUpCreationTime in Reporting API versions v3.3.0-v4.0.0)	TIMESTAMP_TZ	v3.3.0	5/26/2020
191		Client Followup Reference ID	clientFollowupReferenceId	??	STRING	v5.1.0
192		Current Status	currentStatus	The current status of the follow-up. Can be Suggested, Declined, Requested, Pending Review, Completed, Completed Externally, Rejected, Cancelled	STRING	v3.3.0	5/26/2020
193		Requested Datetime	requestedDatetime	The timestamp the follow-up was requested (field is called requestedAt in Reporting API versions v3.3.0-v4.0.0)	TIMESTAMP_TZ	v3.3.0	5/26/2020
194		Requested User ID	requestedUserId	The user_id that requested the follow-up. Can be 'system' or a Lender User ID. Can be tied with Lenders report to get further details on the lender user.	STRING	v3.3.0	5/26/2020
195		Requested User Name	requestedUserName	If followup was requested by a Lender user - Full name of the Lender User that requested the follow-up	STRING	v3.3.0	5/26/2020
196		Requested User Email	requestedUserEmail	If followup was requested by a Lender user - Email address of the Lender User that requested the follow-up	STRING	v3.3.0	5/26/2020
197		Completed Datetime	completedDatetime	The timestamp the follow-up was completed by the borrower (field is called requestedAt in Reporting API versions v3.3.0-v4.0.0)	TIMESTAMP_TZ	v3.3.0	5/26/2020
198		Completed User ID	completedUserId	The User ID that completed the follow-up (generally associated with a Borrower)	STRING	v3.3.0	5/26/2020
199		Review Action	reviewAction	The action taken by the reviewing lender. Can be ACCEPT or REJECT.	STRING	v3.3.0	5/26/2020
200		Reviewed Datetime	reviewedDatetime	The timestamp the follow-up was reviewed (field is called reviewedAt in Reporting API versions v3.3.0-v4.0.0)	TIMESTAMP_TZ	v3.3.0	5/26/2020
201		Reviewed User ID	reviewedUserId	The Lender User ID that reviewed the follow-up. Can be tied with Lenders report to get further details on the lender user.	STRING	v3.3.0	5/26/2020
202		Cancelled Datetime	cancelledDatetime	The timestamp the follow-up was cancelled (field is called cancelledAt in Reporting API versions v3.3.0-v4.0.0)	TIMESTAMP_TZ	v3.3.0	5/26/2020
203		Cancelled User ID	cancelledUserId	The lender User ID that cancelled the follow-up. Can be tied with Lenders report to get further details on the lender user.	STRING	v3.3.0	5/26/2020
204		As of Date	asOfDate	The date that the report was generated	TIMESTAMP_TZ	v3.3.0	5/26/2020
205
206
207
208
209		Data Verification Usage
210		Reporting Dashboard Report: Data Verification Usage
211		Reporting API Endpoint: Connectivity Metrics - https://api.blendlabs.com/reporting/data-verification-usage
212		This table has one row per week, with calculations around data verification usage for that week. Please note this report only includes data on submitted loans. See Application List; /loans endpoint for details on all loans
213
214		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
215		Week	week	The start date of the week	TIMESTAMP_TZ	v3.1.0	11/1/2019
216		Total Submits	numberLoansSubmitted	The total number of borrower submitted loans for the week	NUMBER	v3.1.0	11/1/2019
217		Number of GAS Generated	numberGasGenerated	Thetotal number of Generated Asset Statements on submitted loans for that week. This only includes instances where a GAS was created from source data in a borrower’s bank account that is eligible for GSE rep and warrant programs (D1C/AIM). GAS does not include successful asset connectivity in cases that Blend is unable to access high enough quality source data for the GSE programs, but will pull a PDF instead and the borrower will not be prompted to upload bank statements (Assets Statement Fallback).	NUMBER	v3.1.0	11/1/2019
218		Number of Loans with GAS	numberLoansWithGas	The total number of borrower submitted loans that week that have at least one Generated Asset Statement; this number does not include Asset Statement (PDF) Fallbacks (see description above)	NUMBER	v3.1.0	11/1/2019
219		Percent of Loans with GAS	percentSubmitsWithGas	The percent of borrower submitted loans that week that have at least one Generated Asset Statement; this percentage does not include Asset Statement (PDF) Fallbacks (see description above)	NUMBER	v3.1.0	11/1/2019
220		Number of Assets Statement Fallback Generated	numberAssetsStatementFallback	The total number of Assets Statement (PDF) Fallbacks created on submitted loans for that week. An Assets Statement Fallback is generated in cases where Blend is unable to access high enough quality source data for the GSE programs to generate a GAS, but will pull a PDF instead and the borrower will not be prompted to upload bank statements; this number does not include Generated Asset Statements (GAS) that are eligible for GSE rep and warrant programs (D1C/AIM).	NUMBER	v5.1.0	2/22/2022
221		Number of Loans with Assets Statement Fallback	numberLoansWithAssetsStatementFallback	The total number of borrower submitted loans that week that have at least one Asset Statement (PDF) Fallback; this number does not include Generated Asset Statements (see description above)	NUMBER	v5.1.0	2/22/2022
222		Percent of Loans withAssets Statement Fallback	percentSubmitsWithAssetsStatementFallback	The percent of borrower submitted loans that week that have at least one Asset Statement (PDF) Fallback; this number does not include Generated Asset Statements (see description above)	NUMBER	v5.1.0	2/22/2022
223		Number of Asset Verification	numberAssetVerification	The total number of Asset Verifications for borrower submitted loans that week, including either Generated Asset Statements (GAS) or Asset Statement Fallbacks (PDF Fallbacks); see descriptions above for details	NUMBER	v5.1.0	2/22/2022
224		Number of Loans with Asset Verification	numberLoansWithAssetVerification	The total number of borrower submitted loans that have at least one Asset Verification, including either Generated Asset Statements (GAS) or Asset Statement Fallbacks (PDF Fallbacks); see descriptions above for details	NUMBER	v5.1.0	2/22/2022
225		Percent of Loans with Asset Verifications	percentSubmitsWithAssetVerification	The percent of borrower submitted loans that have at least one Asset Verification, including either Generated Asset Statements (GAS) or Asset Statement Fallbacks (PDF Fallbacks); see descriptions above for details	NUMBER	v5.1.0	2/22/2022
226		Number of Blend Income Verifications	numberBlendIncomeVerifications	The total number of Blend Income Reports generated on borrower submitted loans in that week	NUMBER	v5.1.0	2/22/2022
227		Number of Loans with Blend Income Verification	numberLoansWithBlendIncomeVerification	The total number of borrower submitted loans for that week with at least one Blend Income Verification	NUMBER	v5.1.0	2/22/2022
228		Percent of Loans with Blend Income Verification	percentSubmitsWithBlendIncomeVerification	The percent of borrower submitted loans for that week with at least one Blend Income Verification	NUMBER	v5.1.0	2/22/2022
229		Total TWN Instant Attempts	numberTwnInstantAttempt	The total number of TWN instant attempts on the previous date	NUMBER	v3.1.0	11/1/2019
230		Total TWN Instant Successes	numberTwnInstantSuccess	The total number of TWN instant successes on the previous date	NUMBER	v3.1.0	11/1/2019
231		As Of Date	asOfDate	The timestamp (in UTC) for when the report was generated	TIMESTAMP_TZ	v3.1.0	11/1/2019
232
233
234
235
236		Lenders / Lender User List
237		Reporting Dashboard Report: Lender User List
238		Reporting API Endpoint: Lender Users and Usage Metrics - https://api.blendlabs.com/reporting/lenders
239		This table is one row per lender user, with aggregated counts for various actions during the time period in which you select your date parameters when pullling the report. Please note: If accessing in the Reporting API, the Lenders report behavior is different pre v4.0.0. From v2.0.0-v3.3.0, this report is one row per lender user assigned to each loan, so there will be multiple rows with each lender user if a lender user is assigned to more than one loan.
240
241		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
242		User ID	userid	PRIMARY KEY - Unique User ID associated with the Lender User	STRING	v4.0.0	12/17/2020
243		NMLS ID	nmlsId	Lender user's NMLS ID	STRING	v4.0.0	12/17/2020
244		Branch ID	branchId	Optional field defined by the client and maintained manually	STRING	v4.0.0	12/17/2020
245		Employee ID	employeeId	Optional field defined by the client and maintained manually	STRING	v4.0.0	12/17/2020
246		Full Name	fullName	The lender user's full name	STRING	v4.0.0	12/17/2020
247		Email	email	The lender user's email	STRING	v4.0.0	12/17/2020
248		User Roles	userRoles	A list of user roles attributed to the lender	STRING	v4.0.0	12/17/2020
249		Lender User LOS Username	losUsername	The lender user's LOS Username in Blend	STRING	v4.0.0	12/17/2020
250		Activation Datetime	activationDatetime	When the user accepted Terms of Service	TIMESTAMP_TZ	v4.0.0	12/17/2020
251		Invited Datetime	invitedDatetime	When the account was sent to be activated	TIMESTAMP_TZ	v4.0.0	12/17/2020
252		Last Login Datetime	lastLoginDatetime	Last time the user logged in to their account	TIMESTAMP_TZ	v4.0.0	12/17/2020
253		Total Created Applications	totalCreatedApplications	The total number of created application applications assigned to the lender user. User Metrics timestamp applies to the application creation datetime	NUMBER	v4.0.0	12/17/2020
254		Number of Borrower Submits	borrowerSubmits	The total number of loans submitted by the borrower with this lender as the primary assignee. User Metrics date filter applies to borrower application submit datetime for this field	NUMBER	v4.0.0	12/17/2020
255		Percent of Loans Submitted	percentLoansSubmitted	The percent of loans submitted out of the total number of created applications assigned to the lender user. The User Metrics date filter applies to the datetime the borrower started the loan for this field.	NUMBER	v4.0.0	12/17/2020
256		Percent of Submits with GAS	percentSubmitsWithGas	The percent of borrower submits that have at least one successful Generated Asset Statement on the loan, out of all borrower submits with this lender as the primary assignee. The User Metrics date filter applies to the datetime the borrower started the loan for this field.	NUMBER	v4.0.0	12/17/2020
257		Last Submit Timestamp	lastBorrowerSubmitTimestamp	The UTC timestamp for when the last borrower submit was with this lender user as the primary assignee on the loan	NUMBER	v4.0.0	12/17/2020
258		Average NPS Score	averageNpsScore	The average NPS score of all submitted applications assigned to the lender user. The User Metrics date filter applies to the NPS submitted datetime for this field.	NUMBER	v4.0.0	12/17/2020
259		Calculated NPS Score	calculatedNpsScore	The calculated NPS score for all submitted applications assigned to this lender user. The User Metrics date filter applies to the NPS submitted datetime for this field.	NUMBER	v4.0.0	12/17/2020
260		Percent of Loans Utilizing Follow-ups	percentLoansUtilizingFollowups	The percent of the lender user's loans utilizing Follow-ups within the date filters provided. User Metrics date filter field applies to the loan creation datetime for this field	NUMBER	v4.0.0	12/17/2020
261		Number of Manually Requested Follow-Ups	followupsManuallyRequested	The number of manually requested Follow-ups by the lender user within the date filters provided. The User Metrics date filter applies to the followup requested datetime for this field	NUMBER	v4.0.0	12/17/2020
262		Number of Follow-Ups Completed by Borrower	followupsBorrowerCompleted	The number of Follow-ups completed by the borrower of the loan within the date filters provided. The User Metrics date filter applies to the followup requested datetime for this field.	NUMBER	v4.0.0	12/17/2020
263		Number of Follow-Ups Pending	followupsPending	The total number of pending Follow-ups within the date filters provided. The User Metrics date filter applies to the followup requested datetime for this field.	NUMBER	v4.0.0	12/17/2020
264		Number of Follow-Ups Accepted	followupsAccepted	The total number of accepted Follow-ups within the date filters provided. The User Metrics date filter applies to the followup requested datetime for this field.	NUMBER	v4.0.0	12/17/2020
265		Number of Follow-Ups Rejected	followupsRejected	The total number of rejected Follow-ups within the date filters provided. The User Metrics date filter applies to the followup requested datetime for this field.	NUMBER	v4.0.0	12/17/2020
266		As of Date	asOfDate	The timstamp for when the report was generated	TIMESTAMP_TZ	v4.0.0	12/17/2020
267
268
269
270
271		Deposit Account Applications
272		Reporting Dashboard Report: Deposit Account Applications
273		Reporting API Endpoint: Deposit Account Application Data - https://api.blendlabs.com/reporting/deposit-account-applications
274		This table has one row per Deposit Account application with information on the applications attributes and milestones.
275
276		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
277		Report As Of Datetime	asOfDatetime	UTC datetime of when the data in the report was last refreshed.	TIMESTAMP_TZ	v4.3.0	7/20/2021
278		Application Created Datetime	applicationCreatedDatetime	UTC datetime of when the application was created.	TIMESTAMP_TZ	v4.3.0	7/20/2021
279		Application ID	applicationId	PRIMARY KEY - UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations.	STRING	v4.3.0	7/20/2021
280		Application Reference Number	applicationNumber	Application number displayed in the Blend Workspace.	STRING	v4.3.0	7/20/2021
281		Lead Source	leadSource	Type of party that created the application, either "BORROWER" (i.e. the applicant) or "LENDER".	STRING	v4.3.0	7/20/2021
282		Application Source Marketing Tag	appSourceMarketingTag	Marketing identifier of the top-of-funnel campaign to which the application should be attributed.	STRING	v4.3.0	7/20/2021
283		Applicant Signup URL	applicantSignupUrl	URL of the page through which the primary applicant first created a Blend account. This URL may contain useful referral information if the applicant first arrived at the signup page through a lender-user's custom link or invitation. If there is no URL associated with the primary applicant, this field falls back on the first signup URL associated with the application overall (i.e. that of a coapplicant), if any.	STRING	v5.0.0	1/11/2022
284		Is Single App Flow Application	isSingleAppFlowApplication	Boolean indicator for whether the deposit account application was created (and prefilled) via the "Single App Flow" feature, wherein the applicant had actually started by submitting an application for another product, such as a credit card or a loan, for which the applicant must hold a deposit account in order to be eligible. In this situation, the applicant would have been taken from that original application into a new deposit account application with as many fields prefilled as possible based on the applicant's responses in preceding application.	BOOLEAN	v5.0.0	1/11/2022
285		Prefill Source Application ID	prefillSourceApplicationId	In the case of a "Single App Flow" application, the application_id of the applicant's previous credit card or loan application from which the new required deposit account application was prefilled.	STRING	v5.0.0	1/11/2022
286		Prefill Source Application Type	prefillSourceApplicationType	In the case of a "Single App Flow" application, the product for which the applicant was originally applying, i.e. the product associated with the prefill_source_application_id; for example "Credit Card", "Personal Loan", "Auto Loan", etc.	STRING	v5.0.0	1/11/2022
287		Primary Assigned Reviewer User ID	primaryAssignedReviewerUserId	Blend user ID of the application's primary assigned lender-user.	STRING	v4.3.0	7/20/2021
288		Primary Assigned Reviewer Full Name	primaryAssignedReviewerFullName	Full name in the primary assigned reviewer's user profile.	STRING	v4.3.0	7/20/2021
289		Primary Assigned Reviewer Email	primaryAssignedReviewerEmail	Email address of the primary assigned reviewer.	STRING	v4.3.0	7/20/2021
290		Primary Assigned Reviewer Branch ID	primaryAssignedReviewerBranchId	Branch ID in the primary assigned reviewer's user profile.	STRING	v4.3.0	7/20/2021
291		Primary Assigned Reviewer Employee ID	primaryAssignedReviewerEmployeeId	Employee ID in the primary assigned reviewer's user profile.	STRING	v4.3.0	7/20/2021
292		Primary Assigned Reviewer Nmls ID	primaryAssignedReviewerNmlsId	Nationwide Multistate Licensing System ID in the primary assigned reviewer's user profile.	STRING	v4.3.0	7/20/2021
293		Product Bundle Reference ID	productBundleReferenceId	Product bundle ID associated with the application (a single application can open multiple accounts, e.g. "Checking & Savings").	STRING	v4.3.0	7/20/2021
294		Total Number of Accounts in Bundle	totalNumberofAccountsInBundle	Number of accounts in the product bundle that will be opened if the application is approved.	NUMBER	v4.3.0	7/20/2021
295		Debit Card Selected	debitCardSelected	Boolean indicator for whether the applicant opted in for a debit card.	BOOLEAN	v4.3.0	7/20/2021
296		Overdraft Protection Selected	overdraftProtectionSelected	Boolean indicator for whether the applicant opted in for overdraft protection.	BOOLEAN	v4.3.0	7/20/2021
297		Number of Checking Accounts	numberOfCheckingAccounts	Number of checking accounts in the product bundle that will be opened if the application is approved.	NUMBER	v4.3.0	7/20/2021
298		Checking Product Reference IDs	checkingProductReferenceIds	Product ID(s) of the specific checking product(s) in the bundle; may be the same as the product_bundle_reference_id if the application is for a single checking account. This field will contain a comma-separated list of IDs when the application is for a multi-account bundle containing more than one checking account.	STRING	v4.3.0	7/20/2021
299		Checking Product Names	checkingProductNames	Full humanized name(s) of the checking product(s) in the bundle. This field will contain a comma-separated list of names when the application is for a multi-account bundle with more than one checking account.	STRING	v4.3.0	7/20/2021
300		Number of Savings Accounts	numberOfSavingsAccounts	Number of savings accounts in the product bundle that will be opened if the application is approved.	NUMBER	v4.3.0	7/20/2021
301		Savings Product Reference IDs	savingsProductReferenceIds	Product ID(s) of the specific savings product(s) in the bundle; may be the same as the product_bundle_reference_id if the application is for a single savings account. This field will contain a comma-separated list of IDs when the application is for a multi-account bundle containing more than one savings account.	STRING	v4.3.0	7/20/2021
302		Savings Product Names	savingsProductNames	Full humanized name(s) of the savings product(s) in the bundle. This field will contain a comma-separated list of names when the application is for a multi-account bundle with more than one savings account.	STRING	v4.3.0	7/20/2021
303		Number of CD Accounts	numberofCdAccounts	Number of certificates of deposit (CDs) in the product bundle that will be opened if the application is approved.	NUMBER	v4.3.0	7/20/2021
304		CD Product Reference IDs	cdProductReferenceIds	Product ID(s) of the specific CD product(s) in the bundle; may be the same as the product_bundle_reference_id if the application is for a single CD. This field will contain a comma-separated list of identifiers when the application is for a multi-account bundle containing more than one CD.	STRING	v4.3.0	7/20/2021
305		CD Product Names	cdProductNames	Full humanized name(s) of the CD product(s) in the bundle. This field will contain a comma-separated list of names when the application is for a multi-account bundle with more than one CD.	STRING	v4.3.0	7/20/2021
306		CD Terms	cdTerms	Chosen term length(s) of the CD(s) in the bundle, appearing as strings such as "12_MONTHS" and "36_MONTHS". This field will contain a comma-separated list of term lengths when the application is for a multi-account bundle with more than one CD.	STRING	v4.3.0	7/20/2021
307		Number of HSA Accounts	numberofHsaAccounts	Number of health savings accounts (HSAs) in the product bundle that will be opened if the application is approved.	NUMBER	v4.3.0	7/20/2021
308		HSA Product Reference IDs	hsaProductReferenceIds	Product ID(s) of the specific HSA product(s) in the bundle; may be the same as the product_bundle_reference_id if the application is for a single HSA. This field will contain a comma-separated list of identifiers when the application is for a multi-account bundle containing more than one HSA.	STRING	v4.3.0	7/20/2021
309		HSA Product Names	hsaProductNames	Full humanized name(s) of the health savings account (HSA) product(s) in the bundle. This field will contain a comma-separated list of names when the application is for a multi-account bundle with more than one HSA.	STRING	v4.3.0	7/20/2021
310		HSA Plan Types	hsaPlanTypes	Chosen plan type(s) of the HSA(s) in the bundle, either "INDIVIDUAL" or "FAMILY". This field will contain a comma-separated list of plan types when the application is for a multi-account bundle with more than one HSA.	STRING	v4.3.0	7/20/2021
311		Total Number of Applicants	totalNumberOfApplicants	Number of applicants on the application (primary, co-, and minor applicants).	NUMBER	v4.3.0	7/20/2021
312		Number of Primary Applicants	numberOfPrimaryApplicants	Number of primary applicants on the application. Every application should have one primary applicant.	NUMBER	v4.3.0	7/20/2021
313		Primary Applicant Employment Status	primaryApplicantEmploymentStatus	Employment status of the primary applicant. There are five statuses the applicant can choose from, including "EMPLOYED", "SELF_EMPLOYED", "UNEMPLOYED", "RETIRED", and "NEVER_EMPLOYED".	STRING	v4.3.0	7/20/2021
314		Primary Applicant is Existing Member	primaryApplicantIsExistingMember	Boolean indicator that is TRUE if either the member lookup call returned a match for the primary applicant in the core banking system, or the primary applicant self-indicated that they are an existing member of the institution if asked in the application.	BOOLEAN	v4.3.0	7/20/2021
315		Number of Coapplicants	numberOfCoapplicants	Number of coapplicants on the application.	NUMBER	v4.3.0	7/20/2021
316		Coapplicant Employment Status	coapplicantEmploymentStatus	Employment status of the coapplicant. There are five statuses the coapplicant can choose from, including "EMPLOYED", "SELF_EMPLOYED", "UNEMPLOYED", "RETIRED", and "NEVER_EMPLOYED".	STRING	v4.3.0	7/20/2021
317		Coapplicant is Existing Member	coapplicantIsExistingMember	Boolean indicator that is TRUE if the member lookup call returned a match for the coapplicant in the core banking system.	BOOLEAN	v5.2.0	7/14/2022
318		Number of Minor Applicants	numberOfMinorApplicants	Number of minor applicants (i.e. persons under 18) on the application.	NUMBER	v4.3.0	7/20/2021
319		First UI Tracking Event Datetime	firstUiTrackingEventDatetime	UTC datetime of the first tracking event associated with the application. The presence of an event should indicate that the applicant at least allowed the UI to load.	TIMESTAMP_TZ	v4.3.0	7/20/2021
320		First Minor Info Workflow Event Datetime	firstMinorInfoWorkflowEventDatetime	UTC datetime of the first tracking event in the "Minor Info" workflow.	TIMESTAMP_TZ	v5.0.0	1/11/2022
321		First Personal Info Workflow Event Datetime	firstPersonalInfoWorkflowEventDatetime	UTC datetime of the first tracking event in the "Personal Info" workflow	TIMESTAMP_TZ	v4.3.0	7/20/2021
322		Has Activity Beyond Initial Details Task	hasActivityBeyondInitialDetailsTask	Boolean indicator compiling all possible downfunnel evidence that the application made it past the initial "Get Applicant Details" task in the "Personal Info" workflow. The field is intended to be used as a more qualified definition of "started", with a value of TRUE identifying applications that were not abandoned on the first page.	BOOLEAN	v4.3.0	7/20/2021
323		Device Type Start	deviceTypestart	The type of device ("Desktop", "Mobile", or "Tablet") used for the application's first user action, which should correspond to clicking "continue" on the first page of the application.	STRING	v4.3.0	7/20/2021
324		First IDV Workflow Event Datetime	firstIdvWorkflowEventDatetime	UTC datetime of the first tracking event in the "Identity Verfication" workflow.	TIMESTAMP_TZ	v4.3.0	7/20/2021
325		First IDV Workflow Submit Datetime	firstIdvWorkflowSubmitDatetime	UTC datetime of the first click on "Submit and Continue" on the final page of the "Identity Verification" workflow, which should submit the applicant's information to the third-party identity verification (IDV) provider (Alloy or Socure). The exception to this is when the applicant is an existing member of the institution, and the institution has configured its application to "offboard" existing members from the application without submission to the IDV provider.	TIMESTAMP_TZ	v5.0.0	1/11/2022
326		First IDV Workflow Additional Info Requested Datetime	firstIdvWorkflowAdditionalInfoRequestedDatetime	UTC datetime of the first time an applicant was sent to the supplementary "Step Up" task in the "Identity Verification" workflow, where additional identifying information is requested, if the initial ID information provided was found to be insufficient for evaluation/decisioning.	TIMESTAMP_TZ	v5.0.0	1/11/2022
327		First Account Setup Workflow Event Datetime	firstAccountSetupWorkflowEventDatetime	UTC datetime of the first tracking event in the "Account Setup" workflow.	TIMESTAMP_TZ	v4.3.0	7/20/2021
328		Has Beneficiaries Added	hasBeneficiariesAdded	Boolean indicator for whether any beneficiaries were specified and allocated for the new account(s) in the "Account Setup" workflow.	BOOLEAN	v4.3.0	7/20/2021
329		Application Submitted Datetime	applicationSubmittedDatetime	UTC datetime of application submission.	TIMESTAMP_TZ	v4.3.0	7/20/2021
330		Application Submission Status	applicationSubmissionStatus	Supplementary status indicator that may be able to confirm application submission even in the case of a lapse in the event tracking that produces application_submitted_datetime; either "SUBMITTED" or "NOT SUBMITTED".	STRING	v4.3.0	7/20/2021
331		Total Number of Follow-Ups Requested	totalNumberOfFollowupsRequested	Number of follow-up tasks requested of the applicant by a lender-user through Blend's "Follow-Ups" tool.	NUMBER	v5.0.0	1/11/2022
332		First Automated Approval Datetime	firstAutomatedApprovalDatetime	UTC datetime of the first automated approval decision on the application emitted by the third-party identity verification (IDV) provider (Alloy or Socure). An approval decision will not be emitted unless and until the application is submitted.	TIMESTAMP_TZ	v4.3.0	7/20/2021
333		First Automated Referral Datetime	firstAutomatedReferralDatetime	UTC datetime of the first automated referral on the application, where the third-party identity verification (IDV) provider (Alloy or Socure) flags the application for manual review by a lender-user. A referral decision will not be made unless and until the application is submitted.	TIMESTAMP_TZ	v4.3.0	7/20/2021
334		First Automated Rejection Datetime	firstAutomatedRejectionDatetime	UTC datetime of the first automated rejection decision by the third-party identity verification (IDV) provider (Alloy or Socure) or by the "system" (i.e. application configurations set by the institution to reject/"offboard" certain applicants, like existing members, on the spot). A rejection decision can be emitted prior to application submission if the applicant fails the basic preliminary IDV screening (because of a low Qualifile score) and triggers an "adverse action notice" (AAN) in the "Identity Verification" workflow, or if they are rejected by system rules.	TIMESTAMP_TZ	v4.3.0	7/20/2021
335		First Automated Rejection Source	firstAutomatedRejectionSource	Source of the first automated rejection decision, either "IDV provider" (Alloy or Socure) or "system" (i.e. application configurations set by the institution to reject/"offboard" certain applicants, like existing members, on the spot).	STRING	v5.0.0	1/11/2022
336		Primary Applicant Rejected via Adverse Action Notice	primaryApplicantRejectedViaAan	Booelan indicator for whether the primary applicant was rejected via "adverse action notice" (AAN) based on their "Qualifile" score in the "Identity Verification" workflow, which would result in an immediate rejection of the application without proceeding to the "Account Setup" workflow. If the applicant has not yet submitted their information for IDV evaulation, this field will be null.	BOOLEAN	v5.0.0	1/11/2022
337		Coapplicant Rejected via Adverse Action Notice	coapplicantRejectedViaAan	Booelan indicator for whether the coapplicant was rejected via "adverse action notice" (AAN) based on their "Qualifile" score in the "Identity Verification" workflow. If there is no coapplicant on the application, or the coapplicant has not yet submitted their information for IDV evaulation, this field will be null.	BOOLEAN	v5.0.0	1/11/2022
338		First Manual Approval Datetime	firstManualApprovalDatetime	UTC datetime of the first manual approval decision on the application issued by a lender-user. An application cannot be reviewed or approved unless and until the application is submitted.	TIMESTAMP_TZ	v4.3.0	7/20/2021
339		First Manual Approval Reviewer User ID	firstManualApprovalReviewerUserId	Blend user ID of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
340		First Manual Approval Reviewer Full Name	firstManualApprovalReviewerFullName	Full name in the user profile of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
341		First Manual Approval Reviewer Email	firstManualApprovalReviewerEmail	Email address of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
342		First Manual Approval Reviewer Branch ID	firstManualApprovalReviewerBranchId	Branch ID in the user profile of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
343		First Manual Approval Reviewer Employee ID	firstManualApprovalReviewerEmployeeId	Employee ID in the user profile of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
344		First Manual Approval Reviewer Nmls ID	firstManualApprovalReviewerNmlsId	Nationwide Multistate Licensing System ID in the user profile of the lender-user who manually approved the application.	STRING	v4.3.0	7/20/2021
345		First Manual Rejection Datetime	firstManualRejectionDatetime	UTC datetime of the first manual rejection decision on the application issued by a lender-user. An application cannot be reviewed or rejected unless and until the application is submitted.	TIMESTAMP_TZ	v4.3.0	7/20/2021
346		First Manual Rejection Reviewer User ID	firstManualRejectionReviewerUserId	Blend user ID of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
347		First Manual Rejection Reviewer Full Name	firstManualRejectionReviewerFullName	Full name in the user profile of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
348		First Manual Rejection Reviewer Email	firstManualRejectionReviewerEmail	Email address of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
349		First Manual Rejection Reviewer Branch ID	firstManualRejectionReviewerBranchId	Branch ID in the user profile of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
350		First Manual Rejection Reviewer Employee ID	firstManualRejectionReviewerEmployeeId	Employee ID in the user profile of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
351		First Manual Rejection Reviewer Nmls ID	firstManualRejectionReviewerNmlsId	Nationwide Multistate Licensing System ID in the user profile of the lender-user who manually rejected the application.	STRING	v4.3.0	7/20/2021
352		Latest Decision Datetime	latestDecisionDatetime	UTC datetime of the latest decision on the application, automated or manual, approval or rejection. See descriptions of first_automated_approval_datetime, first_automated_rejection_datetime, first_manual_approval_datetime, and first_manual_rejection_datetime for detail on each decision type and outcome. Referrals are not considered true "decisions" and thus are ignored by this field.	TIMESTAMP_TZ	v4.3.0	7/20/2021
353		Latest Decision Type	latestDecisionType	Type, either "automated" or "manual", of the latest decision on the appliction, approval or rejection. Referrals are not considered true "decisions" and thus are ignored by this field.	STRING	v4.3.0	7/20/2021
354		Latest Decision Outcome	latestDecisionOutcome	Outcome, either "approve" or "reject", of the latest decision on the application, automated or manual. Referrals are not considered true "decisions" and thus are ignored by this field.	STRING	v4.3.0	7/20/2021
355		Latest Decision Automated Rejection Source	latestDecisionAutomatedRejectionSource	If the latest decision on the application is an automated rejection, the source of that rejection, either "IDV provider" (Alloy or Socure) or "system" (i.e. application configurations set by the institution to reject/"offboard" certain applicants, like existing members, on the spot).	STRING	v5.0.0	7/20/2021
356		Latest Decision Reviewer User ID	latestDecisionReviewerUserId	If the latest decision on the application is manual, the Blend user ID of the lender-user who made that decision.	STRING	v4.3.0	7/20/2021
357		Latest Decision Reviewer Full Name	latestDecisionReviewerFullName	If the latest decision on the application is manual, the full name in the user profile of the lender-user who made that decision.	STRING	v4.3.0	7/20/2021
358		Latest Decision Reviewer Email	latestDecisionReviewerEmail	If the latest decision on the application is manual, the email address of the lender-user who made that decision.	STRING	v4.3.0	7/20/2021
359		Latest Decision Reviewer Branch ID	latestDecisionReviewerBranchId	If the latest decision on the application is manual, the branch ID in the user profile of the lender-user who made that decision.	STRING	v4.3.0	7/20/2021
360		Latest Decision Reviewer Employee ID	latestDecisionReviewerEmployeeId	If the latest decision on the application is manual, the employee ID in the user profile of the lender-user who made the decision.	STRING	v4.3.0	7/20/2021
361		Latest Decision Reviewer Nmls ID	latestDecisionReviewerNmlsId	If the latest decision on the application is manual, the Nationwide Multistate Licensing System ID in the user profile of the lender-user who made that latest decision.	STRING	v4.3.0	7/20/2021
362		Application Approval Status	applicationApprovalStatus	Approval status of the application, either "APPROVED", "REFERRED", or "REJECTED" if the application has reached a decisioning point, or null if not.	STRING	v4.3.0	7/20/2021
363		Account Booked To Core Datetime	accountBookedToCoreDatetime	UTC datetime that the newly opened account(s) was successfully booked to the institution's core banking system.	TIMESTAMP_TZ	v4.3.0	7/20/2021
364		Application Booking Status	applicationBookingStatus	Supplementary status indicator that may be able to confirm that the newly opened account(s) was successfully booked even in the case of a lapse in the event tracking that produces account_booked_to_core_datetime; either "BOOKED" or null.	STRING	v4.3.0	7/20/2021
365		First Funding Workflow Event Datetime	firstFundingWorkflowEventDatetime	UTC datetime of the first tracking event in the "Opening Deposit" workflow.	TIMESTAMP_TZ	v4.3.0	7/20/2021
366		First Opening Deposit Transaction Submitted Datetime	firstOpeningDepositTransactionSubmittedDatetime	UTC datetime of the first deposit transaction submitted through the "Opening Deposit" workflow. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report a datetime once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	TIMESTAMP_TZ	v4.3.0	7/20/2021
367		Number of New Accounts Funded	numberOfNewAccountsFunded	Number of newly opened accounts funded with an initial deposit submitted through the "Opening Deposit" workflow. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report the number of intended desintation accounts once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	NUMBER	v4.3.0	7/20/2021
368		Opening Deposit Amounts	openingDepositAmounts	Dollar amount(s) of the opening deposit(s) submitted through the "Opening Deposit" workflow, rounded to the nearest increment of 50. This field will contain a comma-separated list of amounts when multiple newly opened accounts that originated from the same application were funded. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report the intended deposit amount(s) once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	STRING	v4.3.0	7/20/2021
369		Total Amount Deposited	totalAmountDeposited	Sum of the dollar amounts (each rounded to the nearest increment of 50 prior to summation) of the opening deposits submitted through the "Opening Deposit" workflow; the sum will be the same as the value in opening_deposit_amounts if only one new account was funded. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report the intended total deposit amount once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	FLOAT	v4.3.0	7/20/2021
370		Opening Deposit Source Account Connection Method	openingDepositSourceAccountConnectionMethod	Method used to connect an external source account for the transfer of an opening deposit in the "Opening Deposit" workflow. The applicant can either use the Plaid integration to log in to a financial institution, or manually enter the account and routing numbers of the source account. This field will have a value of either "Plaid", "manual entry", or "unknown" when first_opening_deposit_transaction_submitted_datetime is populated, and null otherwise. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report the chosen connection method once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	STRING	v5.0.0	1/11/2022
371		Opening Deposit Source Account Type	openingDepositSourceAccountType	Type of source account used to fund the opening deposit, either "checking", "savings", or "unknown". The account type (checking or savings) is known for all Plaid-connected source accounts, whereas this information is only collected for manually entered source accounts if the instutition has configured the application to ask the applicant to specify the account type. The exception to this is for institutions that have configured their application to preemptively require the applicant to complete the opening deposit tasks in the "Account Setup" workflow prior to application submission, in which case this field will still report the intended source account type once those tasks have been completed, even if the application was never subsequently submitted, approved, and booked to the core banking system, and accordingly no opening deposits were actually transferred.	STRING	v5.0.0	1/11/2022
372		Application Funding Status	applicationFundingStatus	Funding status of the application. This field will be "FUNDED VIA BLEND" if an opening deposit for at least one newly opened account was submitted through the "Opening Deposit" workflow (i.e. if application_booking_status = "BOOKED" and first_opening_deposit_transaction_submitted_datetime exists), and null otherwise.	STRING	v4.3.0	7/20/2021
373		Application Status Overall	applicationStatusOverall	Overall latest status of the application (i.e. the most down-funnel status reached to date), either "NOT SUBMITTED", "SUBMITTED", "REFERRED", "APPROVED", "REJECTED", "BOOKED", or "FUNDED VIA BLEND".	STRING	v4.3.0	7/20/2021
374		First Online Banking Registration Workflow Event Datetime	firstOnlineBankingRegistrationWorkflowEventDatetime	UTC datetime of the first tracking event in the "Online Banking Registration" workflow.	TIMESTAMP_TZ	v5.0.0	1/11/2022
375		Online Banking Registration Completed Datetime	onlineBankingRegistrationCompletedDatetime	UTC datetime of when the new account holder succesfully created and submitted login credentials for online banking access at the institution via the "Online Banking Registration" workflow.	TIMESTAMP_TZ	v5.0.0	1/11/2022
376		Application Last Touch Datetime	applicationLateTouchDatetime	UTC datetime of when the application was last touched (by either an applicant or a lender-user).	TIMESTAMP_TZ	v4.3.0	7/20/2021
377		Application Last Touched By User ID	applicationLastTouchedByUserId	Blend user ID of the applicant or lender-user who last touched the application.	STRING	v4.3.0	7/20/2021
378		Application Last Updated Datetime	applicationLastUpdatedDatetime	UTC datetime of when the application record was last updated by the system.	TIMESTAMP_TZ	v4.3.0	7/20/2021
379		Application Archived Datetime	applicationArchivedDatetime	UTC datetime of when the application was archived in Blend.	TIMESTAMP_TZ	v4.3.0	7/20/2021
380		Application Deleted Datetime	applicationDeletedDatetime	UTC datetime of when the application was deleted by a user.	TIMESTAMP_TZ	v4.3.0	7/20/2021
381		Application Purged Datetime	applicationPurgedDatetime	UTC datetime of when the application was purged from Blend production.	TIMESTAMP_TZ	v4.3.0	7/20/2021
382
383
384
385
386		Configurable Products - Applications
387		Reporting Dashboard Report: Configurable Products - Applications
388		Reporting API Endpoint: Configurable Products Applications Data - https://api.beta.blendlabs.com/reporting/configurable-products-applications
389		This table has one row per application for all products built on Blend's Configurable Platform.
390
391		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
392		Report As Of Datetime	asOfDatetime	UTC datetime of when the data in the report was last refreshed.	TIMESTAMP_TZ	v5.0.0	2/8/2022
393		Product Name	productName	Text name of the product for which the applicant is applying, as defined by the application developer.	STRING	v5.0.0	2/8/2022
394		Application Created Datetime	applicationCreatedDatetime	UTC datetime of when the application was created.	TIMESTAMP_TZ	v5.0.0	2/8/2022
395		Application ID	applicationId	PRIMARY KEY - UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations.	STRING	v5.0.0	2/8/2022
396		Application Reference Number	applicationNumber	Application number displayed in the Blend Workspace.	STRING	v5.0.0	2/8/2022
397		Primary Assignee User ID	primaryAssigneeUserId	Blend user ID of the application's primary assigned lender-user.	STRING	v5.0.0	2/8/2022
398		Primary Assignee Full Name	primaryAssigneeFullName	Full name in the primary assignee's user profile.	STRING	v5.0.0	2/8/2022
399		Primary Assignee Email	primaryAssigneeEmail	Email address of the primary assignee.	STRING	v5.0.0	2/8/2022
400		Primary Assignee Branch ID	primaryAssigneeBranchId	Branch ID in the primary assignee's user profile.	STRING	v5.0.0	2/8/2022
401		Primary Assignee Employee ID	primaryAssigneeEmployeeId	Employee ID in the primary assignee's user profile.	STRING	v5.0.0	2/8/2022
402		Application Deletion Datetime	applicationDeletionDatetime	UTC datetime of when the application was deleted from Blend's production database, either manually by a user or automatically.	TIMESTAMP_TZ	v6.0.0	1/31/2023
403		Application Deletion Type	applicationDeletionType	The method by which the application was deleted from Blend, either "MANUAL" or "AUTOMATIC".	STRING	v6.0.0	1/31/2023
404
405
406
407
408		Configurable Products - Application Node History
409		Reporting Dashboard Report: Configurable Products - Application Node History
410		Reporting API Endpoint: N/A
411		This table has one row per node reached per application for all products built on Blend's Configurable Platform. (A "node" is essentially a page or decisioning point or integration call defined in an application template by its developer, and a unique "node instance" is created when an individual application reaches each node in the workflow.)
412
413		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
414		Report As Of Datetime	asOfDatetime	UTC datetime of when the data in the report was last refreshed.	TIMESTAMP_TZ	N/A	2/8/2022
415		Product Name	productName	Text name of the product for which the applicant is applying, as defined by the application developer.	STRING	N/A	2/8/2022
416		Application Created Datetime	applicationCreatedDatetime	UTC datetime of when the application was created.	TIMESTAMP_TZ	N/A	2/8/2022
417		Application ID	applicationId	UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations.	STRING	N/A	2/8/2022
418		Applicant User ID	applicantUserId	Identifier of the applicant associated with the node instance. For products that can have joint applicants, each of which could log in and contribute to the application separately, an application could have multiple instances of the same node associated with different applicant_user_ids.	STRING	N/A	2/8/2022
419		Node Name	nodeName	Text name of the node that the application reached, as defined by the application developer.	STRING	N/A	2/8/2022
420		Node Type	nodeType	The descriptive function classification of the node that the application reached: LINKED_PAGE, LINKED_LOOP, LINKED_ENABLEMENT, LINKED_INTEGRATION, LINKED_PARALLELIZATION, LINKED_REVIEW, LINKED_EVENT DECISION, or LINKED_EMAIL.	STRING	N/A	2/8/2022
421		Node Instance Created Datetime	nodeInstanceCreatedDatetime	The datetime of when the application first encountered the node, thereby creating the new node instance. For exmaple, for a node that governs a page in the application UI (i.e. where node_type = 'LINKED_PAGE'), node_instance_created_datetime would correspond to when the applicant first saw the page.	TIMESTAMP_TZ	N/A	2/8/2022
422		Node Instance First Completed Datetime	nodeInstanceFirstCompletedDatetime	The datetime of when the application first completed the node's task/process, if ever. For exmaple, for a node that governs a page in the application UI (i.e. where node_type = 'LINKED_PAGE'), node_instance_first_completed_at would correspond to when the applicant first submitted the page. CAUTION: This tracking was not implemented until Jan. 7, 2022, and therefore nodes completed prior to that date will not have a datetime populated in this field.	TIMESTAMP_TZ	N/A	2/8/2022
423
424
425
426
427		Configurable Products - Application Field Inputs
428		Reporting Dashboard Report: Configurable Products - Application Field Inputs
429		Reporting API Endpoint: N/A
430		This table has one row per field submitted per application for all products built on Blend's Configurable Platform, if (1) that field has been mapped to a standardized field defintion in the application template and (2) that standardized field defintion has been approved for ingestion and storage in Blend's data warehouse under PII retention policies.
431
432		FIELD	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
433		Report As Of Datetime	asOfDatetime	UTC datetime of when the data in the report was last refreshed.	TIMESTAMP_TZ	N/A	1/20/2023
434		Product Name	productName	Text name of the product for which the applicant is applying, as defined by the application developer.	STRING	N/A	1/20/2023
435		Application Created Datetime	applicationCreatedDatetime	UTC datetime of when the application was created.	TIMESTAMP_TZ	N/A	1/20/2023
436		Application ID	applicationId	UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations.	STRING	N/A	1/20/2023
437		Field Name	fieldName	Text name of the field in the application template, as defined by the application developer.	STRING	N/A	1/20/2023
438		Field Data Type	fieldDataType	The type of input taken by the field, either 'NUMBER' or 'STRING' currently.	STRING	N/A	1/20/2023
439		Field Number Value	fieldNumberValue	The field input value for fields of data type 'NUMBER'.	NUMBER	N/A	1/20/2023
440		Field String Value	fieldStringValue	The field input value for fields of data type 'STRING'.	STRING	N/A	1/20/2023
441		Field Boolean Value	fieldBooleanValue	The "true"/"false" value to which the field has been set for fields of data type 'BOOLEAN'. Most boolean fields are invisible to the applicant and are set automatically by application's backend logic, rather than by the applicant manually selecting a "true"/"false" response to a field in the frontend application UI.	BOOLEAN	N/A	4/3/2023
442		Field Value Last Updated Datetime	fieldValueLastUpdatedDatetime	The datetime of when the field input was last updated.	TIMESTAMP_TZ	N/A	1/20/2023
443
444
445
446
447		Closings
448		Reporting Dashboard Report: Closings
449		Reporting API Endpoint: N/A
450		This report is one row per Blend Close with data on different attributes
451
452		FIELD LONG NAME	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
453		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	N/A	5/10/2022
454		Application Id	applicationId	PRIMARY KEY - Unique ID of the activity	STRING	N/A	5/10/2022
455		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	N/A	5/10/2022
456		Closing Type	closingType	Closing type. Options are TRADITIONAL, RON, HYBRID, or UNDETERMINED	STRING	N/A	5/10/2022
457		First Sent To Borrower Timestamp	firstSentToBorrowerDatetime	Timestamp (in UTC) for when the Close was first sent to the borrower	TIMESTAMP_TZ	N/A	5/10/2022
458		Esign Period Start Timestamp	esignPeriodStartDatetime	Timestamp (in UTC) for when the esign period started	TIMESTAMP_TZ	N/A	5/10/2022
459		Esign Period End Timestamp	esignPeriodEndDatetime	Timestamp (in UTC) for when the esign period ended	TIMESTAMP_TZ	N/A	5/10/2022
460
461
462
463
464
465		Title Documents
466		Reporting Dashboard Report: Title Documents
467		Reporting API Endpoint: N/A
468		This is a temporary table that is a subset of documents related to Blend Title orders along with associated title information. It will not be added to the Reporting API in the foreseeable future.
469
470		FIELD LONG NAME	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
471		Document ID	documentId	PRIMARY KEY - Unique ID of the document	STRING	N/A	5/24/2022
472		Loan ID	loanID	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	N/A	5/24/2022
473		Loan Number	loanNumber	The unique reference number associated with the loan	STRING	N/A	5/24/2022
474		Uploaded By User Type	uploadedByUserType	The type of user that uploaded the document. Can be one of the following: system = Documents automatically uploaded by Blend (e.g. asset statements, compliance reports, etc) external_api = Documents uploaded to Blend through the public API by a third party (e.g. Disclosures, Document Signature Requests, etc.) internal_api = Additional Blend services may appear as using the internal API to upload documents (e.g. Verification of Income, Pre Approval Letters, etc) borrower = uploaded by a borrower lender = uploaded by a lender user"	STRING	N/A	5/24/2022
475		Document Type	type	The type of document uploaded	STRING	N/A	5/24/2022
476		Document Source	documentSource	The source of where the document came from. Can be 'connectivity' for documents pulled through Blend's connectivity, or 'user' for all other documents	STRING	N/A	5/24/2022
477		Created Datetime	createdDatetime	The UTC timestamp for when the document was uploaded	TIMESTAMP_TZ	N/A	5/24/2022
478		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	N/A	5/24/2022
479		Title Provider Name	titleProviderName	Provider name associated with the title on the loan. e.g. Title365	STRING	N/A	5/24/2022
480		Title Property State	titlePropertyState	Abreviated state of the property on the title	STRING	N/A	5/24/2022
481
482
483
484
485
486		Title Orders
487		Reporting Dashboard Report: Title Orders
488		Reporting API Endpoint: N/A
489		This is a temporary table used for Blend Title Orders. It will not be added to the Reporting API in the foreseeable future.
490
491		FIELD LONG NAME	FIELD NAME	DESCRIPTION	FIELD TYPE	API VERSION INTRODUCED	DATE INTRODUCED TO REPORTING DASHBOARD
492		Loan Reference Number	loanNumber	The unique reference number associated with the loan	STRING	N/A	5/24/2022
493		Loan ID	loanID	The UUID of the application in Blend's system. The static identifier that should be used to connect the application's identity across Blend and external integrations	STRING	N/A	5/24/2022
494		Blend Order ID	blendOrderId	PRIMARY KEY - Unique ID of the activity	STRING	N/A	5/24/2022
495		Loan Type	loanType	The specific product (Mortgage, HELOAN, HELOC, Auto, etc)	STRING	N/A	5/24/2022
496		Order Date	orderDatetime	The UTC timestamp for when the order was created	TIMESTAMP_TZ	N/A	5/24/2022
497		titleProviderName	appLeadSource	Specifies how an app was created (BORROWER, LENDER, INGEST, PUBLIC_API)	STRING	N/A	5/24/2022
498		propertyState	userId	User ID for the user that completed the action (can be the user ID for a borrower or lender, or 'system')	STRING	N/A	5/24/2022
499		propertyCounty	userType	The type for the user that completed the action. Can be system, borrower, or lender	STRING	N/A	5/24/2022
500
501
502
503
504
505


1	User Guide
2	For Data Dictionary documentation
3
4		In this document you can find: 1) Data Dictionary - data dictionary for all fields available in Reporting Dashboard and the Reporting API 2) User Guide - a summary of available tables, and additional resource links at the bottom of this tab 3) Changelog - a changelog of what's been added since document creation. Please note: - The Data Dictionary only applies to the Reporting Dashboard in the lender portal and the Reporting endpoint in the API. To see what data is available for other endpoints in the API, please visit the API reference documentation. - For more information on accessing the Reporting Dashboard, visit the help center article on "Reporting In Blend: Overview" Please reach out to your Account Partner with any questions.
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21		Summary of Reports Available
22		Reporting Dashboard Name	Reporting API Endpoint	Summary of Report	Date Introduced
23		Data Verification Usage	Connectivity Metrics - /data-verification-usage	Provides a weekly view of aggregated metrics for data verification features such as asset connectivity, Blend Income, and The Work Number	11/1/19
24		Application List	Basic Loan Data - /loans	A historical pipeline view of all loans in Blend including milestone metrics, application information (like application source), assignees, and different milestones and timestamps	11/1/19
25		Borrower User List	Borrower Users - /borrowers	Provides a full list of borrowers and the current workflow they are on, invited and activated times, and timestamps for most recent credit, asset, and income pulls.	11/1/19
26		PAB Activities	PAB Activities - /lender-pab-activities	Provides data on Lender Toolkit (previously "Pre Approval Builder") actions, including specific credit pull data and DU recommendations	12/17/20
27		Lender User List	Lender Users and usage Metrics - /lenders	Provides a full list of lender users who have been invited or activated an account, as well as various usage metrics	12/17/2020
28		Documents Meta	Documents Metadata - /documents	Provides a list of the type of documents uploaded on a loan (e.g. 1003, Bank Deposit Slip, 1099, HMDA Report, etc), and the User ID for who uploaded the document (e.g. Borrower User ID, or ‘system’ for automatically uploaded documents)	11/1/19
29		Borrower Processes	Borrower Workflows - /activities	Provides data on borrower workflows. Can be used to derive a funnel for where borrowers drop off in application process	11/1/19
30		NPS	NPS and Comments - /nps	Provides individual borrower NPS scores and comments	11/1/19
31		Follow Ups	Follow-ups Data - /follow-ups	Provides a full list of individual follow-ups created on each loan along with the status.	5/26/2020
32		Deposit Account Applications	Deposit Account Application Data - /deposit-account-applications	Deposit Account application data with information on the applications attributes and milestones.	7/20/2021
33		Closings	N/A	Information on Blend Closings with timestamps.	5/10/2022
34		Configurable Products - Applications	N/A	This table has one row per application for all products built on Blend's "Configurable Platform"	2/8/2022
35		Configurable Products - Application Node History	N/A	This table has one row per node reached per application for all products built on Blend's "Configurable Platform". (A "node" is essentially a page or decisioning point or integration call defined in an application template by its developer, and a unique "node instance" is created when an individual application reaches each node in the workflow.)	2/8/2022
36		Title Documents	N/A	A temporary report added as a subset of documents related to title, as well as associated title datt	5/24/2022
37		Title Orders	N/A	A temporary report added containing information on individual title orders	5/24/2022
38
39		Resource Links
40		API Reference	https://developers.blend.com/blend/reference
41		Reporting Dashboard	https://help.blend.com/hc/en-us/articles/360040529732-Reporting-in-Blend-Overview
42		v4.0.0 Changelog	https://developers.blend.com/blend/docs/v400-upgrade-guide
43		Previous Datadictionary	https://view.highspot.com/viewer/62d59e0fae8c95a4f23156d3
44
45
46
47


1	Changelog
2	For Data Dictionary documentation
3
4
5
6		DATE	TAB/TABLE	NOTES
7		12/1/20	All	Document created
8		1/28/21	Data Dictionary	1. user_agent field added to Borrowers report 2. enums added to activity_type in Lender PAB Activities report 3. clarification added to uploaded_by_user_type in Documents report
9		8/31/21	Data Dictionary	1. Added Deposit Account Applications Report under 2. loan_number field added to PAB Activities, Borrowers, Borrower Processes, Followups, and NPS reports 3. los_milestone and los_milestone_last_updated_datetime added to Application List / Loans 4. Link added in the Documents table for all Document Types available https://info.blend.com/rs/287-UGB-469/images/BlendAPIDocTypes2.csv
10		11/20/21	Data Dictionary	Deposit Accounts documentation added
11		1/15/22	Data Dictionary	1. Configurable Products - Applications report documentation added 2. Configurable Products - Application Node History report documentation added
12		2/22/22	Data Dictionary	To Application List; /loans endpoint: 1. blendIncomeSuccessFlag - a boolean field indicating whether the loan had Blend Income Verification successfully run To Borrower User List; /borrowers endpoint: 2. incomeVerifiedDatetime - a timestamp (in UTC) of the latest Blend Income Verification for that borrower 3. lastUpdatedDatetime - a timestamp (in UTC) for the latest action on To Data Verification Usage; /data-verification-usage endpoint: 3.numberAssetsStatementFallback - the total number of Assets Statement (PDF) Fallback generated on any loan that had been submitted in that week 4. numberLoansWithAssetsStatementFallback - the number of submitted loans with at least one Asset Statement (PDF) Fallback generated within the week 5. percentSubmitsWithAssetsStatementFallback - the percent of submitted loans with at least one Asset Statement (PDF) Fallback generated in that week 6. numberAssetVerifiation - the total number of either Generated Asset Statements or Asset Statement (PDF) Fallback generated on any loan that had been submitted within the week 7. numberLoansWithAssetVerification - the number of submitted loans with either a Generated Asset Statements or an Asset Statement (PDF) Fallback generated within the week 8. percentSubmitsWithAssetVerification - the percent of submitted loans with at least one Asset Statement (PDF) Fallback or an Asset Statement (PDF) Fallback generated in that week 9. numberBlendIncomeVerifications - the total number of income verifications on any loan that had been submitted in that week 10. numberLoansWithBlendIncomeVerification - the number of submitted loans with at least one successful Blend Income Verification 11. percentSubmitsWithBlendIncomeVerification - the percent of submitted loans with at least one successful Blend Income Verification 12. Removed snake_case column for "Reporting Field Name"
13		7/1/22	Data Dictionary	Configurable platform tables added
14		9/28/2022	Document	1. Data Dictionary document format updated 2. V4 transition tabs were removed (this document will reflect the most up to date version with columns indicating if the fields are in the API) 3. Columns added in every table for Field type, API Version introduced, and Date introducted to Reporting Dashboard. 4. Documentation added for new tables - Close, Title Orders, and Title Documents
15		03/21/23	Data Dictionary	To Lender PAB Activities; /lender-pab-activities endpoint: 1. Added new row for ausProduct 2. Renamed duRecommendation field to ausRecommendation
16
17
18
19
20
21
22		Resource Links
23		API Reference	https://developers.blend.com/blend/reference
24		Reporting Dashboard	https://help.blend.com/hc/en-us/articles/360040529732-Reporting-in-Blend-Overview
25		v4.0.0 Changelog	https://developers.blend.com/blend/docs/v400-upgrade-guide
26		Previous Data Dictionary	https://view.highspot.com/viewer/62d59e0fae8c95a4f23156d3
27
28
29
30