The Take Over feature gives Loan Officers the ability to complete the application for the borrower.
Once the LO sends the borrower an invitation to complete the application and the borrower logs in, the LO will not be able to edit the Application screen as long as the borrower is working on the application.
You will see an "Editing is disabled" related message whenever the borrower is working on an application.
Take Over an application
1. Click Take over in the message.
2. Click Yes, take over.
Notes:
- Once the LO clicks Take over, the borrower will no longer have the ability to edit their application or submit it.
- Taking this action will push the application to post-submission, where borrowers can only upload follow-ups (documents).
- You will only be able to update the borrower's email address if the application gets locked
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.
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