DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
Blend creates Follow-Ups based on the information entered in the loan application and automatically sends them to the borrower upon submit.
Note: Automatic 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.
Viewing 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.
Version: 1.0 Rev: 8/21/19