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.
1. Log into Encompass
2. From Pipeline tab create a new loan by clicking the (+) new loan button on the right
3. In the New Loan window select the loan template and click New Blank Loan
4. When the loan template opens up, go to:
- Additional Services
- Click My Providers tab
- After using this the first time, you should be able to access it in Services::Additional Services::My Providers::Blend
5. If you haven’t authorized Encompass-Blend yet, login with your Blend credentials and authorize the application.
6. Click “Yes, authorize” to access Blend