DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
Adding Follow-Up Requests
Follow-ups live in their own tab, in addition to Overview, Application, Activity, and Docs. To request a follow-up, click into the tab, and click "Add" > "Start new list"
If your lender has created templated lists for you to choose from, you can choose one of those. You also have the option to create your own follow-up template list (How to Setup and Use Follow-Up Templates)
When you choose to create a new list, you can easily look for items via the new categories. Add a custom document or question whenever the search returns no result or by navigating to the “Custom” category.
If there is more than one borrower, select the borrowers you would like the request to go to.
Choose what you'd like to request of the borrower, and, if you'd like, add additional text to explain your request.
If you need to request a signature from your borrower(s), you can select "Signature" and "Set up e-signature" to set up Docusign coordinates. You can find more instructions on setting up e-signatures through DocuSign by visiting Adding E-Signature Follow-Ups.
Click "Review Request" to see the follow-up requests you've assembled. If the list meets your satisfaction, click "Send request." If you'd like, add additional text to the email they will receive.
That button will turn to "Follow-Ups Sent!" and you will be shown the status of your requests.
Removing Follow-Up Requests
If you receive your follow-up request outside of Blend (e.g. via email or in person), you can "Mark as complete" next to the request under Actions (...) The status will change to "Completed Externally," and your borrower will no longer receive email reminders telling them to fulfill the request.
If you no longer need the requested follow-up from your borrower(s), you can "Delete" the request. You'll no longer see the request in your list, and your borrower will no longer receive email reminders telling them to fulfill the request.