Checklist for Loan Officers

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 your 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:

• Create a new loan app and invite borrowers via email to complete the application
  • Quick Intake Form  
  • Full Application
• Enter application on behalf of a borrower
• Locate your Loan Officer page link for borrower self-serve

Export

6. Export a loan

Blend email notifications

7. Manage Loan Team notifications

8. Borrower notifications

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.