Checklist for Processors and Assistants

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.

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. Confirm loan teams I am 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. Blend suggested Follow-Ups

8. Adding borrower Follow-Ups (borrower conditions)

Export/Import a loan

9. Export a loan

10. Import a Blend loan in Encompass

Blend email notifications

11. Loan team notifications 

12. Borrower notifications  

Assets and Generated Asset Statements

13. Asset refresh

14. Generated Asset Statement and FNMA D1C/AIM