Welcome to Blend! Here are step-by-step instructions to get you started and ready for your first Blend application.
Set up account and profile
- Activate Blend account
- Confirm profile details
- Set up your Loan Team
- Add credit credentials
- Download the Blend Loan Officer mobile app
Start a new loan application in Blend
You can create a loan application and invite the borrower to either review and complete the application, just provide documents, or start and complete the application.
There are three ways you can create a loan and send out an invitation:
- Create a new loan app and invite borrowers via email to complete the application
- Enter application on behalf of a borrower
- Locate your Loan Officer page link for borrower self-serve and share it with your borrowers, add it to your email signature, or your loan officer page.
If you have a loan that's been completed in Blend, you can export it to your LOS. Refer to Export a loan to learn more.
Blend email notifications
Manage notifications in Blend.
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.