Checklist for Processors and Assistants

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 

1. Activate Blend account 

2. Confirm profile details 

3. View/Confirm Loan Teams that you are on

Loan information and Pipeline overview

4. Find a loan application (Blend pipeline)

5. Blend pipeline view

Follow-Ups

6. Blend intelligence Follow-Ups (automated loan conditions)

7. Suggested follow-ups

8. Adding borrower Follow-Ups (borrower conditions)

Export a loan

9. Export a loan

Blend email notifications

10. Loan team notifications 

11. Borrower notifications  

Assets and Generated Asset Statements

12. Asset refresh

13. Generated Asset Statement and FNMA D1C/AIM

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.