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.
A "Process" in Blend refers to a specific section of the loan application. If a borrower hasn't completed a process properly (or if you need them to re-do it), you can add the process back to the borrower's loan.
There are a wide variety of Processes to be added to a loan including:
To add a process to a specific loan:
- Navigate to the loan via either the Pipeline page or search bar
- Click on the “Add Process” button in the upper right-hand corner
- From the Add Process drop-down, select the process you want added to the borrower’s loan
- Note: You may also search for a process by typing into the provided text field
- Click "Add Process"
It is important to keep in mind that once a process has been added to an application, the borrower will be immediately notified. In addition to an application, if the process added is requesting additional information from a borrower, the borrower may also be faced with changes to their borrower portal. They will see additional tasks on the left-hand side of their loan portal.