Note: If you use Encompass, please refer to Funded loan report for 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 fund a loan, the lender must furnish the following information for all loans funded from any source within the reporting period.
|
Field |
Type |
Description |
Example |
|
Report Date |
YYYY-MM-DD |
Date report generated |
2018-05-07 |
|
Loan Source |
Text |
Source of application |
Blend, LOS New File, LOS Duplication, WebCenter |
|
Channel |
Text |
Retail, Wholesale, Consumer Direct |
Retail Distributed |
|
Loan Number |
Text |
Friendly loan number |
470013038 |
|
Loan Purpose |
Text |
Purchase vs Refi |
Purchase |
|
Loan Type |
Text |
Loan program or product |
FNMA Conventional 30 Year Fixed |
|
Creation Date |
YYYY-MM-DD |
Date record (lead or app) created in the LOS |
2018-03-07 |
|
RESPA App Date |
YYYY-MM-DD |
TRID date in LOS |
2018-04-01 |
|
Loan Closing Date |
YYYY-MM-DD |
Closing date of the loan |
2018-04-16 |
|
Loan Funded Date |
YYYY-MM-DD |
Funding date of the loan |
2018-04-16 |
|
Loan Officer Email |
Text |
Email address of the originating Loan Officer |
Bob.Smith@emblem-lender.com |
|
Loan ID/LOS Primary Key |
Text |
Primary “system” ID or GUID for the loan in the LOS |
{06664dcc-8903-89ea-612sef3t21d} |
Bolded fields are contractually required in the report; non-bolded fields are strongly recommended.
Required Report Delivery
- The month's report should be delivered within ten days of the following month (e.g. March's funded loan data should be delivered by April 10th)
- 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 support@blend.com for additional instructions on securely transferring the data.
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