Blend Follow-Ups

Blend's follow-up experience gives users a more intuitive way to request documents from your borrower.

• Benefits of using follow-ups in Blend
• Requesting a follow-up
• Creating and requesting a one-time custom follow-up
• Setting up eSignature on custom follow-ups
• Suggested follow-ups
• Removing a follow-up suggestion
• Manually and automatically requested follow-ups
• Marking a follow-up as complete or deleted

Benefits of using follow-ups in Blend

• You can add the same follow-up multiple times.
• You can easily look for a follow-up in the search box.
• You can easily add a custom document or question when a search returns no results (also available via the "Custom" category).
• Blend's Intelligence requests Follow Ups automatically based on the information entered by the borrower. Refer to Blend Intelligence Overview to learn more.

Requesting a follow-up

1. Go to Follow-Ups.
2. Click Add.
3. Choose Start from template or Start new list.
   a. Start from template - If you have created custom follow-up templates.
   b. Start new list - If you want to want to choose a list of available follow-up templates.
   
4. After selecting Start new list, a list of commonly used follow-ups will be displayed. You can click Add to see the list again.
5. You can search for a follow-up using the search field or select from the list.
6. Select the desired Follow-Ups from the list.
   
   

Creating and requesting a one-time custom follow-up

You can create and request a one-time custom follow-up. To create and save a custom follow-up template to use on future applications, refer to Set up and use Follow-Up templates.

1. Click Add.
2. Select Custom from the categories on the left.
3. Choose Custom Document or Custom Question based on your need and proceed to review the request.
   
4. Choose the applicant(s) or third parties (if applicable) to receive the request. Refer to Third Party Recipients (TPR) in Blend to learn more.
5. Choose an option from What is required from the borrower.
   • Document upload - Request the borrower to upload a document.
   • Document review - Upload a document for the borrower to review.
   • Signature - Upload a document for the borrower to eSign and proceed to Set up e-signature for Blend Sign.
6. You can give the Custom Document a name and include a personalized message for the borrower.
   

Lastly, click Review request to proceed or click Save and close to save it as a draft if you plan on sending it at a later time.

Setting up eSignature on custom follow ups

Here's a quick video describing how to set up eSignatures on a custom follow-up using Blend Sign.

After the eSignature has been set up, review or customize the follow-up email and click Send request to finish.

Suggested follow-ups

Suggested follow-ups are follow-ups suggested by Blend based on the information the borrower entered during the application process. Suggested follow-ups are not sent automatically allowing loan teams to review and decide if they need to be requested.

 Note: Blend suggested follow-ups are configurable. For example: If your company requires three years of tax returns, the Follow-up will request three years of tax returns from borrowers. Please see Blend Intelligence Overview to learn which follow-ups are configurable.

1. Go to Follow-Ups and click Review Suggestion to see more information and send the suggested follow-up.
   
2. Review the request, upload any necessary documentation, and add a message, if desired.
3. Click Add to draft.
   
   

Click View Saved Draft in the Follow-ups tab.

Review your follow-up draft and add or remove follow-ups to the list. When finished, click Review Request to proceed and send the request to the borrower.

Removing a follow-up suggestion

To delete a suggested follow-up, go to the Follow-ups tab and click the X button.

Manually and automatically requested follow-ups

If your organization automatically requests specific follow-ups included with your standard application template, you'll see those separated from the ones manually requested by loan teams.

Marking a follow-up as complete or deleted

Marking a follow-up as complete or deleted requires the role permission Work on loans in process. The options will not appear in the menu without this permission.

1. Click … next to the follow-up.a. Mark as complete - You can mark requested follow-ups as complete when the document is received outside of Blend (e.g., via email or in person).
   b. Delete - Use to delete follow-ups no longer needed.
   

Follow-ups marked as complete will display a "Completed Externally" status and email reminders for these will no longer be sent.

 Note: Completed follow-ups cannot be deleted. This includes follow-ups completed by the borrower or follow-ups marked as complete.