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
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
II. Enter application on behalf of a borrower
III. Send LO webpage link for borrower self-serve
Export/Import a loan
7. Import a Blend loan in Encompass
Blend email notifications
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.
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