Set up and use Follow-Up templates

You will be able to create and save user-defined follow-up templates and easily apply them to any application. You can create a checklist once in Blend and reuse it for every application.

• Setup a Follow-up template
• Apply a Follow-up template

Set up a Follow-up template

1. Click your settings on the pipeline screen.

2. Select Account from the drop-down option.

3. Select Follow-ups.

4. Click Create Add next to the Follow-up templates section.

 Note: You have the choice to create Email templates and Follow-ups templates. 

5. Complete the following:

a. Name the follow-up template (no duplicate names)

b. Begin adding items to your template

c. Modify copy and replace with personalized messaging if you prefer

6. Click Save. 

 Note: You can only access the follow-up templates that you create. We do not support the sharing of templates.

7. After saving the template, you will be redirected to the follow-up template pipeline. You can see all your existing templates. Click View. 

8. To delete a template, click the three dots next to the template and click Delete.

  Note: 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'.

Apply a Follow-Up template

1. Click Add and select from the following options:

a. Start a follow-up list from a template

b. Start a new list

2. You can select multiple follow-ups templates to apply.

3. Your specific templates will show up under My Templates and your our organization level templates show up under the Default Templates section.

  Notes: 

• If you select 2+ templates and a follow-up item exists in both templates, Blend will not duplicate these items.
• Once you apply these templates to an application, 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.
• 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.

DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.