Send an invitation to apply to a borrower

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.

After creating a new application, loan teams can invite borrowers to review and complete an application or create a “Follow-Ups Only” loan where borrowers are able to submit documents if no application review is necessary.

Send an invitation to a borrower

OR

1. Click Invite Borrower from the application page or click Save and Close on the Quick Intake Form.

2. You will have the following options:

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

b.  Click Request Follow-Ups to request documents only. 

  Resource:  Create Follow-Ups only loans 

4. Customize the email if needed.

5. Click Invite borrower. 

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

  Resource:  Re-send an Invitation