Start an application with Quick Intake Form

Quick Intake Form is a perfect way to start an application and send a personalized invitation if time is of the essence. 

Create a new application using the Quick Intake Form 

1. Click New Loan from the pipeline screen. 

2. Select Quick Intake Form from the drop-down menu.

3. Fill in relevant information for the borrower.

 Note:  The minimum required fields are:

• Borrower’s name
• Email address

4. Use the Add co-borrower to add any additional parties to the loan, if needed. 

5. Click Save and Invite Borrower.

 Resource: Add/Delete a Co-borrower  

 Note: The primary borrower has the authority to add or remove any co-borrowers from the application.

6. Click Send Application to invite borrower to review and complete the application.

7. Customize the email if needed.

8. Click Invite borrower.

 Note: Borrower’s name and email address are the minimum required fields to send out an invitation.

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.