Update the Loan Team on an application

Loan officers can reassign their loans or include other team members as part of the Loan Team for a particular application. Once added, they will have access to the loan in their Pipeline and will receive notifications related to the loan.

• Update the loan team on an application
• Reassign the loan to another Loan Officer

Update the loan team on an application

If you are adding or removing a team member from an individual application's loan team, follow the steps below.

1. Navigate to the Application tab and click the Pencil icon
2. In the Edit Loan Team window, search for the user you will be adding or removing
3. Check the box next to the user to be added. Conversely, uncheck the box to remove an existing user
4. Click Save

Reassign the loan to another Loan Officer

Loan Officers have the ability to reassign loans to other Loan Officers as Loan Originators.

1. Navigate to the Application tab and click the Pencil icon
2. In the Loan Originator field, search for the Loan Officer you will be assigning the loan to
3. Click Save

 Note: Anyone assigned to a loan can add/remove other team members.

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.