You can use the search bar located at the top of the pipeline, to search for individual applications or borrowers.
Search for an application
Enter the loan number, borrower's name, or email address in the search bar. To learn what other search values you can use, refer to the Search Criteria section below.
Tip: You can enter up o 30 characters in the search bar.
To improve your search effectiveness, you can use the following parameters to search for your loan.
Search by borrower or co-borrower's name
Start by typing the borrower's name and you'll notice the search results will start to populate. Enter the borrower's full name to narrow down the results.
- If you search using the co-borrower's name, the results will display the primary borrower's name on the application.
- If a borrower has multiple applications using one email address, they will appear in the results.
Search by borrower or co-borrower's email address
You can search by using the email of any of the borrowers in the application.
Unlike searching using a co-borrower's name, the results will display the email as it is saved in the application.
Search by property address
If the application you are searching for has the property address, you can use it to find the loan.
Search by reference loan number
You can search by the reference loan number (most commonly known as loan number).
Note: Do not enter a # before the loan number or it won't return any results. Visit Reference loan number to learn more about loan numbers in Blend.
Search by UUID, CRM key, or LOS primary key
You can also search using a Blend UUID, CRM key, or LOS primary key to narrow down to a specific loan.
Blend UUID - is a unique identifier assigned to a Blend loan during creation. Refer to Blend UUID to learn more.
CRM Primary Key - is an identifier assigned to a loan when they are pushed to Blend as a lead from a CRM software (e.g., Salesforce, Velocify). It does not replace Blend's UUID and can be found in the activity log.
LOS Primary Key - is an identifier assigned to a Blend loan when it exports to your Loan Origination System (LOS). It does not replace Blend's UUID and can be found in the activity logs.
You can use a wildcard using an asterisk * in front of your search query. For example, if you want to search using the last 4 digits of the loan number, you can search using *0147.
- 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.
- 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". Refer to Sort and filter Pipeline screen columns to learn more.
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.