Ad hoc document upload (borrower experience)

Borrowers have the ability to upload additional documents via the borrower portal without the need to send a one-off follow-up request for a custom document.

This is an opt-in configuration. Please contact Blend Support to enable this in your environment(s).

• Upload documents

• View borrower uploaded documents in Blend

Upload documents

Borrowers will be able to upload documents after they submit the application.

1. Navigate to Documents

2. Click Upload documents

If there are no other documents
If other documents exist

3. After uploading the desired document, the borrower can choose to add another file or click I'm done to finish

Note: Password-protected documents are not supported

Error

There was an error uploading your file(s). Please make sure that none of your files are password-protected and try uploading again.

Generated Documents and Uploaded Documents will be displayed in separate sections

 Note:

• Borrowers can always return to the Documents page to view current documents or upload more.
• Lenders can choose to share or unshare Generated Documents with borrowers. This is done via the DOCS tab in the lender portal. Unshared documents will not be displayed to the borrower. 

View borrower uploaded documents in Blend

Lenders can view borrower-uploaded documents in the DOCS tab

 Note: Documents uploaded by the borrower will be categorized as Other.

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.