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 suggests additional Follow-Up requests based on some of the information entered in the application. These Follow-Ups require loan officer review and are manually sent to the borrower.
Note: Blend suggested Follow-Ups 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 Blend suggested Follow-Ups
1. Navigate to the Follow-Ups screen.
2. The Blend suggested Follow-Ups will display in the Your to do list section.These follow-Ups are created based on the information entered in the application and are not sent to the borrower. Loan officer will need to review the suggested Follow-Up before sending it to the borrower, please refer to the Follow-Ups guide for instructions.
Version: 1.0 Rev: 8/21/19