Batch Statuses

Batch Statuses

As you work, batches move through these statuses:


  Status
  What It Means
  Pending
  Documents uploaded, waiting to be processed
  Processing
  AI is currently classifying and extracting data
  Extracted
  Data extraction complete, ready for review
  Reviewed
  You've reviewed and approved the data
  Exported
  Data has been exported to files
  Certificate Generated
  Completion certificate has been issued
  Failed
  Something went wrong; check for errors


    • Related Articles

    • Batch Naming

      Use consistent, descriptive batch names: ● Include the portfolio or client name ● Include the date range or period ● Example: "ABC Portfolio - January 2026"

    • Creating a New Batch

      A batch is a group of loan documents you want to process together. To create a batch: 1. Go to Upload > Create Batch 2. Select your queue 3. Give your batch a meaningful name (e.g., "January 2026 Portfolio Review") 4. Choose your upload method ...

    • Using Search

      Find specific batches quickly: 1. Click the Search box 2. Enter batch name, loan ID, or other identifier 3. Results filter in real-time 4. Click to open the matching batch

    • Generating a Certificate

      After all folders in a batch are exported: 1. Go to the batch 2. Click Issue Certificate 3. Review the eligibility status: a. All non-failed folders must be exported 4. Sign electronically 5. Generate and download the certificate

    • Uploading the Loan Tape

      After creating your batch, upload the loan tape (ground truth data): 1. Go to your batch 2. Click Upload Loan Tape 3. Select your Excel or CSV file 4. ABDP will read the file and match columns to configured field 5. Review the mapping and confirm ...