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
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