Note: If you are Encompass’s Next Gen Integration, Blend may be able to automatically pull Mortgage and Home Equity funded loan data via Encompass’s API. Please reach out to either your Customer Success Manager or reporting@blend.com to see if you are a good fit. If you are not leveraging Encompass’s Next Gen Integration, please refer to Funded loan report for Encompass for general instructions on how to pull this data from Encompass.
Required Report Context
Blend customers being invoiced on a per completed transaction basis must provide a minimum set of funded loan data on a periodic basis to support Blend invoicing, auditing, and vendor partner obligations. This is typically a monthly reporting cycle defined in your Blend contractual agreement.
Required Report Data
If a Lender uses the Blend platform or data collected through the platform in any way to complete an applicable transaction, the lender must furnish the following information for all transactions from any source within the reporting period.
A separate file must be generated for each Blend product line the customer is subscribed to. Please refer to your Blend contractual agreement to know what Blend product lines these are
|
Field |
Type |
Description |
Example |
Validation Criteria |
|
Report Date |
YYYY-MM-DD |
Date report generated |
2023-02-01 |
The report must be generated after the transaction occurred |
|
Application Source |
Text |
Source of application |
|
|
|
Loan Type |
Text |
Loan program or product the transaction refers to |
|
|
|
Completed Transaction Date |
YYYY-MM-DD |
The date for when the transaction was completed as stipulated in your Blend Contract. Generally, for Mortgage Loans, this will be the date on which the loan is funded For other product lines, such as Credit Cards, please refer to your contract signed. |
2023-01-01 |
|
|
Loan ID/LOS Primary Key |
Text |
Primary “system” ID or GUID for the loan in the LOS |
{06664dcc-8903-89ea-612sef3t21d} |
This is a unique and immutable system id from Loan Origination System This should be the id that is exported back to the Blend Application |
|
Blend ID |
Text |
The unique id associated with the application made within Blend |
93811bd3-3f53-43ac-b2cd-d0879cd5fc75 |
|
Required Report Delivery
- The month's report should be delivered within 5 days of the following month (e.g. March's funded loan data should be delivered by April 5th)
- The report should be generated in a CSV format
- The report should be emailed to reporting@blend.com
Please do not email any borrower PII as per Blend's information security policy. If borrower PII needs to be shared, contact Support directly via email at reporting@blend.com for additional instructions on securely transferring the data.
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.
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