Blend creates Follow-Ups based on the information entered in the application and automatically sends them to the borrower upon submit.
Note: Automation can be configured by your company. For example: If your company requires three years of tax returns, the Follow-Up will request three years of tax returns from the borrowers.
View automatic Follow-Ups
1. Navigate to the Follow-Ups screen.
2. All system generated Follow-Ups will display in the Automatically Requested section, they are automatically sent to the borrower upon loan submission.
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
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