Blend has improved the user experience for Follow-Ups to make it more intuitive as to which ones have the connectivity capability.
Asset statement Follow-Up
Blend has consolidated Financial Statement and Bank Statement follow-ups into one new follow-up, called Asset Statements.
In the follow-up, you can send a Connect Account workflow or a document upload follow-up.
In the follow-up, we now give you the option to send a Connect Account workflow or a document upload follow-up.
Blend has also improved the W-2/T4 follow-up. We now allow you to indicate the employer and the years needed from your borrower.
Note: Blend evaluates the start date and uses Feb 1 as the cutoff date to determine which two years of W-2s are requested automatically. Until then, you can manually request a W-2 follow up and select the desired years.
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.