Manage borrowers with 3+ support

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.

The Blend Application screen gives you the flexibility to take a full or partial application on behalf of your borrowers in Blend. To continue to unlock additional flexibility and loan scenarios, Blend has added the ability to add 3 or more borrowers to a loan (where applicable).

The Manage Borrowers option under the Application tab makes it easy to add, remove, or make changes to the borrower(s) on a Blend application, all in one simple interface.

Three or more borrowers

 Note: You cannot invite three or more borrowers to complete a full application. We do not support full applications for three or more borrowers. 

 Resources: 

• Enter an application on behalf of a borrower and request Follow-Ups
• Follow-Ups Only

View borrower information

1. Navigate to the Borrower Information section on the Application screen. 

2. Click Manage Borrowers to view and/or edit borrower information.

a. Joint applicants: 

Have access and authorization to enter financial information on each others’ behalf and will appear together in the "Borrower Pair" section.

b. Non-joint applicants:

Do not have access and authorization to enter information on each others’ behalf and wish to keep their information separate . They will appear on two different "Borrower Pair" sections.

3. To toggle between borrower pairs, click the drop-down icon next to the listed borrower pair.

 Note: If an application has three or more borrowers, you can only view their information in the Application screen; you cannot co-pilot more than two borrowers.

 Resource: Add/Delete a Co-borrower  

Modify borrower information

1. Navigate to the Borrower Information section on the Application screen. 

2. Click Manage Borrowers to view and/or edit borrower information.

3. Make edits to the borrower(s) information. 

4. Click Save. 

 Notes: 

• You can only add borrowers/borrower pairs before sending the invite to the borrower.
• You can only remove borrowers/borrower pairs before the borrower has started the application.