Checklist for Loan Officers

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

1. Activate Blend account
2. Confirm profile details
3. Set up your Loan Team
4. Add credit credentials
5. 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:

1. Create a new loan app and invite borrowers via email to complete the application
   • Quick Intake Form  
   • Full Application
   • Create a new lead in the Blend LO Mobile App
2. Enter application on behalf of a borrower
3. 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.

Export

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.

• Manage Loan Team notifications
• Borrower email notifications and reminders

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.