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Encompass
- Click Pipeline Tab in Encompass.
- Click the new loan icon.
- Select the desired loan template from the list.
- Click New Blank Loan.
Notes:
- You do not need to start a new loan every time in order to trigger the Follow-Ups only loan. You can use an existing loan in Encompass that has the following borrower information; first name, last name, SSN, email and phone number, then follow steps 6 through 10.
- If you do not see the Borrower Summary Origination screen, please go to Forms on the bottom left and click Borrower Summary Origination.
- Enter the following information for the borrower:
-First and last name
-Social security number
-Phone number
-Email address -
Click Services.
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Select Additional Services.
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Click My Providers tab.
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Select Blend.
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Click Submit.
Tip: After using this the first time, you should be able to access it in Services>Additional Services>My Providers>Blend (First time logging into Blend? Please click here and Get Help).
Authorizing Blend
- If you haven’t authorized Encompass-Blend yet, enter with your Blend credentials.
- Click log in.
- Click “Yes, authorize” to access Blend.
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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