How to upload or delete documents for a borrower in Blend

Loan officers have the ability to upload or delete documents on behalf of the borrower. This feature is helpful in situations when the borrower or the loan team uploads the incorrect document to a Blend loan.

• Upload a document
• Archive a document

Upload a document

The ability to upload a document in Blend requires the Create documents role permissions. If the Upload action button is grayed out in Blend, please reach out to your administrator for access.

1. Navigate to the DOCS tab.

2. Click Upload.

3. Locate the document on your computer, then click Open.

4. Choose the following fields:

a. Document type - Select the document type from the drop-down list.

b. Borrower - For applications with multiple borrowers.

c. Share With - If you wish to share the document with a particular borrower in the borrower portal.

5. Click Upload and the document will be added to the application package.

Note:

• Blend supports the following document types - PNG, JPG, JPEG, TIF, TIFF, or PDF
• The maximum file size is 100 MB
• Please note that documents will only show up in the LOS after the sync with Blend occurs.
• Please note Blend does not support uploads of password-protected documents.
• Managing documents in Blend requires the Create documents and Delete documents role permissions

Archive a document

The ability to archive a document in Blend requires the Archive Loans role permissions. If the Archive action button is grayed out in Blend, please reach out to your administrator for access.

1. Navigate to the DOCS tab.

2. Click the ellipsis (...) button next to the document you wish to archive.

3. Click Archive.

4. You will be prompted to confirm before Archiving the document, click Archive. 

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.