Upload documents for a borrower

As a loan officer, you have the ability to upload documents on behalf of the borrower. 

 Note: Current supported files are:

• Current supported types - PNG, JPG, JPEG, TIF, TIFF, or PDF
• Max file size is 100 MB

Upload a document

1. Navigate to the DOCS tab

2. Click Upload

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

3. Choose the following fields

• Document type - Select the document type from the drop-down list
• Borrower - For applications with multiple borrowers
• Share With - If you wish to share the document with a particular borrower in the borrower portal

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

Note:

• 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

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.