Blend suggested Follow-Ups

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.

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.

View 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.

 Notes: 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. 

Review/Send Blend suggested Follow-Ups

1. Click Review Suggestion to see more information and send the suggested follow-up to the borrower. 

2. Review request. Upload any necessary document and add message, if desired. 

3. Click Review request. 

4. Customize message, if desired.

5. Click Send request. 

 Notes: 

• Suggested follow-ups are not sent automatically.
• Once the follow-up is sent, it will not show under the "Your to do list" section. 

Delete a suggested Follow-Up

1. Click the X next to the follow-up to be deleted, it will be removed from the list. 

 Resource: Follow-Ups