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.
You can do this easily from your Pipeline!
The Pipeline page is your “home” screen, where you can review all loans assigned to you, track their activity, and dive into specific loans individually. You can also search for individual loans by using the search field located at the top of the page.
We've made finding a specific loan easy. You can search for a loan via:
- Borrower name
- Email address
- Loan number
Simply begin by typing any of the above into the search field at the top of each page and Blend will begin matching to the correct item.
By Email Address
By Loan Number
To access a borrower loan, click on the loan number in your pipeline or enter the loan number into the search bar at the top of the page. You can also search by other characteristics such as borrower name and email address.
A few other helpful tips:
- Clicking your company's logo in the top left-hand corner will navigate you to the Pipeline page at any time, no matter where you are within Blend.
- Click your initials at the top right-hand side of page to change your password or logout.
- You can adjust what information you see on this page by adding/removing columns on the Pipeline page by clicking on “Select Columns.”