On the Retrieve Orders tab, the Status column will display the current status of an order with descriptions such as Awaiting Verification, Report Available, Report Downloaded and more (detailed below). You may also select Check Status from the Available Actions and press Go to update the status.




Status descriptions:


Invite Sent

An invitation email has been sent to the borrower's email address requesting that they log in to AccountChek and link their accounts.


Arrived At Site

The borrower has followed the link in the invitation email and arrived at the AccountChek site.


FI Selected

The borrower has selected their financial institution, but has yet to enter credentials.


Registration Complete

The borrower has completed registration.


Unable to Validate Credentials

We were unable to validate the credentials entered by the borrower. Please have the borrower try again and contact us at helpdesk@accountchek.com if you need help.


Unable to Connect to FI

AccountChek was unable to connect to the FI's website to validate borrower credentials and/or retrieve data. This may be a temporary error that will resolve within 24 hours. If you are still experiencing this error after that time, please contact us at helpdesk@accountchek.com and provide the borrower name and loan number for assistance.


Registration Failed

The registration process has failed. Please contact us at helpdesk@accountchek.com and provide the borrower name and loan number for assistance.


Enrollment Started

The borrower has initiated the account enrollment process, but has not yet finished. 


Awaiting Verification

The system is waiting for the borrower to log in to AccountChek and enroll accounts.


Verification Complete

The system has verified the borrower credentials/data and will soon generate a report.


Report Available

A report has been generated for the borrower and is now available for download by clicking the View and Go buttons in the Available Actions column.


Report Downloaded

The report has been downloaded and placed in the eFolder. To generate an updated report for download, choose Refresh in the Available Actions column and press Go.


Credential Issue on Refresh

While attempting to refresh the report, we were unable to update account information using the provided credentials. Please ask the borrower to log back in to AccountChek to update their credentials so that you may refresh the report.


Report in Process

Report generation has been queued and is in process. This can take a minute, depending on the speed of the borrower's institutions and the placement of the request in the queue.


Insufficient Transaction History / No Transactions Found

One or more of the borrower's accounts is not providing the requested amount of history. Please view our article on Insufficient Transaction History for more information.


Enrolled But Harvest Failed

One or more of the borrower's accounts was successfully enrolled, but an attempt to retrieve data failed due to an unspecified error. This is usually temporary error that resolves naturally within 24 hours. If you are unable to refresh the report after 24 hours passes, please contact us at helpdesk@accountchek.com and provide the borrower name and loan number for assistance.


Closed

The order has been closed, either because it reached the end of the refresh period or because it was closed manually by someone in your organization. Previous reports may still be accessed via the online dashboard, but generating an updated report will require a new order. 


Archived

The order has been archived.


FI Not Supported

One or more of the borrower's financial institutions is not supported. If you would like to request that an institution be added to our system, you can place a request by clicking Submit a request in the online dashboard here or contacting us at customersuccess@formfree.com. Please provide the full name of the institution and the online banking URL.


FI Not Available

AccountChek was unable to connect to the FI's website to validate borrower credentials and/or retrieve data. This may be a temporary error that will resolve within 24 hours. If you are still experiencing this error after that time, please contact us at helpdesk@accountchek.com and provide the borrower name and loan number for assistance.


Customer No Credentials

The borrower has not supplied credentials for the FI. Please have the borrower log back in and complete enrollment.


Customer Abandoned

The borrower left the AccountChek site before completing enrollment. Please have the borrower log back in to complete enrollment.