Close is the last step in Blend’s digital mortgage platform for a complete end-to-end experience. Blend's Close product offers features for any closing type and dedicated workspaces with built-in automations for lenders, borrowers, and title agents for optimal efficiency.
- Using Encompass with Close
- Lender Workspace for Close
- Settlement Agent Workspace
- Borrowers Close experience
- Blend Signing Room
- eNote/eVault
Basics
Using Encompass with Close
General steps and tricks to using Encompass with Blend Close
- How to order a closing package which includes: how to change a closing type, add additional parties, and generate an eNote.
- How to check RON eligibility
- How to Make Changes to a Closing (Encompass)
Lender Workspace for Close
- Using the Disclosures and Closing Tab in Lender Workspace
- Automated emails and triggers for Blend Close
- How to change a Settlement Agent within Blend
Settlement Agent Workspace
The Blend Settlement Agent Workspace supports a more seamless experience for all parties involved in the closing.
- Basics video
- How to activate your account
- Viewing your pipeline and workspace filters
- Using self service teams
- Viewing the loan file in Settlement Agent Workspace which includes how to upload and share a closing package, schedule a closing appointment, and view additional details.
- Settlement Agent Workspace FAQs
Borrower experience with Blend Close
One consistent portal from application to close. A consumer can view and understand the necessary steps to close their loan.
- Traditional and hybrid closing experience
- How to use scheduling (borrower experience)
- Completing a Remote Online Notary (RON) closing (borrower view)
- Signing the digital promissory note (eNote)
Blend Signing Room (BSR)
Blend’s built-in remote signing technology. Allows for the borrower and online notary to sign documents in a secure portal, the same one borrowers are already familiar with.
- How to fix common Remote Online Notary (RON) session issues
- Completing a Remote Online Notary (RON) closing (borrower view)
- Matching the notary signature, stamp, and seal for Blend Signing Room (BSR)
- Creating a cropped transparent signature to use in Blend Signing Room (BSR)