Blend is revamping the follow-up experience to provide users a more intuitive way to make follow-up requests to a loan file. We have provided the following upgrades to adding follow-ups:
- You can now add the same follow-up multiple times
- You can easily look for follow-ups via the new categories section
- You can easily add a custom document or question when a search returns no result (also available via "Custom" category)
Adding a Followup Request
From the Follow-ups tab, click on "Add" > Start New List to begin requesting a list of follow-ups from your borrower.
On the Add Follow-ups screen, there is an improved quick categorization section to help quickly find follow-ups based on category. You also have the option to search for follow-ups under "All".
If your search yields no results, you will have the option to either:
1) Add a Custom Document
2) Add a Custom Question.