DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
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.
Search for an application
1. Click on the loan number in your pipeline or enter the loan number into the search bar at the top of the page.
2. You can also search by other characteristics such as borrower name and email address.
- Borrower name
- Email address
- Loan number
Search by name
Search by email address
Search by loan number
- 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 the “Customize' button next to "Add filters".