Blend is providing new feature functionality for user-defined templates for Blend follow-ups. With the launch of user-defined follow-up templates, users will be able to create and save follow-up templates and easily apply them to any loan. Thus, users can create their checklist once in Blend and reuse it for every loan.
Setting Up a Follow-up Template
Click on your initial in the top right corner and select Account.
Select Follow-up Templates (left-hand side) and proceed to create a follow-up template by clicking "Create New".
On the Follow-ups template screen, complete the following:
1) Name the follow-up template (no duplicate names)
2) Begin adding items to your template
3) Modify copy and replace with personalized messaging if you prefer.
Note: You can only access the follow-up templates that you create. We do not support the sharing of templates.
After saving the template, you will be redirected to the follow-up template pipeline where you can see all your existing templates.
Notes: You can only view or delete a template once it has been created. We do not support the ability to edit a template. Additionally, you can also access the follow-up template page by selecting 'Start from template' and clicking 'Manage'.
Applying a Follow-Up
You can click ‘Add’ and have the option to start a follow-up list from a template or start a new list.
You can select multiple follow-ups templates to apply. Your organization level templates show up under the ‘Default Templates’ section and your specific templates will show up under ‘My Templates’. If you select 2+ templates and a follow-up item exists in both templates, Blend will not deduplicate these items.
Once you apply these templates to the loan, you can modify the individual follow-ups or add any additional follow-ups as needed. At any point, you can save your follow-up list and come back later, or continue and send.
Note: If you need something e-signed or if you need the borrower to review a document, you will still have to upload the documents at this stage.