Team Grouping and Loan Views by Groups – Blend Help Center

With Team Grouping, branch managers can create a group or branch within their organization allowing them to view all applications within their branch without being part of the loan team or having access to all applications within the tenant. Learn how Blend administrators can create user groups under Group Settings in Setup.

Permissions required to manage Group Settings
Creating a new group
Adding users to groups
Adding a child group
Removing users from groups
Deleting groups
Assigning individual loans to a group
Bulk assigning loans to a group

Permissions required to manage Group Settings

Managing Group Settings requires the role permission "View loans assigned to my groups, and the groups reporting to my groups can manage groups."

Creating a new group

To create a new group:

Go to Your settings > Setup.
Click Group Settings under the Administration section then click Create new group.
Fill out the group name, and description, and indicate if the group will be reporting to another existing group.
Click Create.

Adding users to groups

Users can be assigned to groups (or child groups) under “Users” within the Group Settings tab. Once a user is assigned to a group, admins of the group can now see that user in their group. To add users to a group:

Go to Your settings > Setup.
Click Group Settings under the Administration section then click the name of the group.
Click Add users.
Search and select the users to add then click Save.

Note: Applications will not be automatically assigned to groups when created. Once a user is assigned to a group, the loans must be manually assigned. See Assigning individual loans to a group.

Adding a child group

Users can create groups and assign child groups under “Group Settings” in the “Setup” section.

Go to Your settings > Setup.
Click Group Settings under the Administration section then click Create new group.
Fill out the group name, description, and select the parent group the new group will be reporting to.

You can also add a child group from within an existing group by clicking the Add child group button on the top right.

blend_setup_group_settings_create_new_child_group_2.png

Removing users from groups

To remove users from groups:

Go to Your settings > Setup.
Click Group Settings under the Administration section then click the name of the group.
Scroll down to Users, select the users to remove then click Remove.
Click Save to apply changes.

Deleting groups

To delete a group:

Go to Your settings > Setup.
Click Group Settings under the Administration section then click the name of the group.
Click Delete. You will be asked to confirm.

Note:

A group with assigned users or subgroups cannot be deleted. Please remove all existing users from the group and child groups assigned before deleting.
Deleted groups cannot be recovered.

Assigning individual loans to a group

Loans can now be assigned to a specific group allowing group administrators to view these loans in their pipeline.

Select the loan from the pipeline.
Click Reassign loans.
Choose the group from the Assign to Group dropdown menu.
Click Save to apply changes.

You can also assign the loan to a group within the Application tab. See Update the Loan Team on an application.

Bulk assigning loans to a group

This section explains how to assign multiple loans (between 30 and 150) to a specific group at once. Here's how to do it:

Find and select the loans you want to assign to a group. If you have over 150 loans in the pipeline, use the pipeline filter to narrow down the list of loans to only the ones you want to assign to a group. This will make the "Assign to Group" option appear.
Click Reassign loans.
For the Loan Originator field, you can choose "Leave loan originator as-is" or "Unassign Loan Originator".
Choose the group from the Assign to Group dropdown field.
Click Save to apply changes.