DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
The Application screen is a section in the loan application where you are able to add/edit/view the borrower's information, as well as Pull Credit and run DU (these features need to be enabled).
When creating a new application, you will have the option to "Fill out application on behalf of borrower". Selecting this option will present a streamlined data entry experience in the Application screen to pre-fill before inviting the borrower to complete their application in Blend.
- You can come back to the Application screen and save changes you have made as many times as you like by clicking Save Changes.
- Once you invite your borrower and they activate their account, the Application screen will be locked. You will have to Co-Pilot with the borrower to make any changes, or you can Take Over. Taking Over the application will push the borrower to post-submission follow up processes, and they will no longer have the ability to edit their application.
- Both the lender and borrower portals will timeout after 4 hours of inactivity, after that you will be asked to log back into your account.
- Once a borrower has activated their account, all features on the Application page are locked. Please use the Co-Pilot feature or Take Over if you want to make any additional changes.