Blend intelligence Follow-Ups/Automated loan conditions

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. 

   Resource: Follow-Ups

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.