Export a Loan

In the Application tab, you can find either the pre-export or post-export status of your loan, along with details.

• Export statuses on the Application tab
• Export statuses on the Application tab
• Loan applications export guide
• Once Loan Application is exported to LOS
• Information transferred upon loan application export
• Loan export statuses before export to LOS
• Loan export statuses after export to LOS
• Export an incomplete application to Encompass 

Export statuses on the Application tab

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Loan applications export guide

 Resource: Export incomplete applications to Encompass

 Note: If you use Encompass partnership loans might not export automatically upon submit. 

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Once Loan Application is exported to LOS

The most direct way to tell if your application has been exported is to open the Application tab and look for the following message:

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Information transferred upon loan application export

Two kinds of information will transfer when a loan application exports: 

• Loan Application Data 
• Documents 

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Loan export statuses before export to LOS

If your loan has not exported, the Overview tab will display one of the following three statuses.

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Loan export statuses after export to LOS

If your loan has already exported, the Application tab will display one of the following three statuses.

Notes:

• You will NOT have the option to manually export the loan again for the "IN PROGRESS" and "EXPORTED" statuses. 
• You will have the option to manually export the loan again for the "EXPORT FAILED" status.  

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Unable to export a loan 

Notes:

• To export a loan before it has been submitted, all borrowers' social security numbers must be entered.
• If the cloud is grayed out and disabled, the loan has already been auto exported. 

Export an incomplete application to Encompass

1. Click the Export icon in the Toolbar. 

2. A confirmation box will display, click Export.

OR

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DISCLAIMER: All mentioned 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.