As you and your borrower navigate through the application, any number of actions can trigger an email notification to your borrower. Here are some of the emails your borrower may receive, how often they’ll receive them, and if needed, how to stop your borrower from receiving them.
- Activate Account
- Account has been activated
- Complete the application
- Complete a follow-up request
- New Device Notification Email
- Turn off follow-up email reminders
- Disclosure specific reminders
Activate Account
Once you’ve completed setting up a new loan, your borrower will receive an email prompting them to activate their account. The email subject will read: “Complete your [company] loan application.” This email will come from noreply@[your company].com. The borrower will receive the email once, and if they do not activate their account with that link in seven days, the link will stop working. The borrower will only receive this email again if you send the email invitation again.
Notes:
- The activation link is active for 30 days if the borrower's social security number is NOT entered in the application.
- The activation link is active for 7 days if the borrower's social security number is entered in the application.
Account has been activated
After your borrower has activated their account, they will receive an email letting them know that their account has been activated and that they can now log in. The email subject will read: “Your [company] loan application.” The email will come from noreply@[your company].com. They will only receive this email once.
Complete the application
If your borrower stops short of submitting their application or doesn’t complete a process, they will receive an email reminding them to complete it 24 hours after their application session ends. The email subject will read: “You’re almost done!” The email will come from noreply@[your company].com. They will only receive this email once.
Complete a follow-up request
Once your borrower has submitted their application, you may need to request additional follow-up information.
- The email subject will read: “Additional Information required for your [company] loan application.”
- The email will be sent from noreply@[your company].com.
- When you request a follow-up, they’ll receive this email from noreply@[your company].com.
Notes:
Follow-ups requested notification emails:
- Sent immediately when manual follow-ups are issued by the lender. the list of follow-ups issued is included in one email.
- Sent asynchronously when follow-ups are added through the api. a batched email of all follow-ups issued is sent ~20min. after no additional follow-ups are added to a loan.
- Never sent for automated follow-ups.
- Sent every 2 days for a max of 7 days as long as the borrower has not logged in for 48 hours.
New Device Notification Email
Blend will notify borrowers when a new login from a new device is detected. The notification will be sent to the email address associated with the application on file
This email message is intended to alert users if an unknown actor is attempting to access the user’s Blend account. If this were to occur, the new device notification email allows the user to reset their Blend password and log out of all active sessions.
As with the “Remember this device” feature, a device is considered to be either a combination of a web browser and a device, or a mobile app.
"New device has logged in to your account"
Note:
- For non-SSO (Single Sign On) users.
- The template for the new device notification email is customizable. Contact Blend Support if you’re interested in customizing this email template.
- Clearing a browser's cache and cookies or using an Incognito/Private window will effectively trigger a New Device Notification Email.
Turn off follow-up email reminders
Email reminders turn off when follow-up requests are completed by the borrower through Blend, when the loan officer marks it as complete, or when the loan officer deletes the follow-up. Refer to Mark a follow-up complete or delete a follow-up to learn more. For pending follow-up requests, you can turn off email reminders.
In the Follow-Ups tab, click the ellipses (...), and select Turn off notifications to all borrowers.
Disclosure specific reminders
Once disclosures are issued, borrowers will receive 3 reminder emails, one per day for the next 3 days from when the package was issued or until the disclosure package is Complete in Blend.
- Package 'READY' emails go out as soon as disclosures are successfully issued
- Package 'REMINDER' emails (which are triggered to parties that have yet to complete any disclosure tasks) go out at a specifically configured time based on lender preference.
Note: A borrower/party who has more than one disclosure package task outstanding will receive a 'consolidated reminder' in 1 email (so they aren't spammed per package).
Resources:
Upload documents for a borrower
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.
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