Checklist for Loan Officers

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.

Step-by-step instructions to get you started in Blend and help you get ready for your first Blend application. 

Set-up account and profile 

1. Activate Blend account 

2. Confirm profile details 

3. Set up loan team

4. Add credit credentials 

Start a loan application 

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. 

5. There are three ways you can create a loan and send out an invitation:

I. Create a new loan app and invite borrower via email to complete the application

• Quick Intake Form  
• Full Application

II. Enter application on behalf of a borrower

III. Send LO webpage link for borrower self-serve

Export/Import a loan

6. Export a loan

7. Import a Blend loan in Encompass

Blend email notifications

8. Loan team notifications 

9. Borrower notifications