Archive and Un-archive an application

If at any point you decide that you no longer need an application, you can remove it from your pipeline by archiving it. 

Archive an application

1. Click the three dots icon.

2. Click Archive Loan.

3. Click Confirm. 

Search for archived applications

1. Enter the loan number, borrower's name, or email address in the search bar located in the top of your pipeline. 

Unarchive an application

1. Search for the loan with loan number, borrower's name, or email address in the search bar located in the top of your pipeline and open the loan. 

2. Click Unarchive loan.

3. Click Confirm. 

  Notes: 

• If an unarchived loan is untouched for 120 days (untouched is defined as not undergoing any action), it is then archived. It will then get permanently deleted after two weeks.
• If an active loan is intentionally archived via a user manually archiving the loan, the loan remains archived for 120 consecutive days, then it is permanently purged. If there is any activity on the loan, whether it is archived or active, it will reset the archive and purge clock.
• Archived applications are no longer visible to Borrowers.

Example: If a loan is manually archived and there is activity on the archived loan at the 100-day mark. This will restart the clock and the loan will have to go untouched for an additional 120 consecutive days to then be purged from Blend. 

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.