When an application is completed in Blend, whether it is borrower-submitted, or lender-entered, it can be exported from Blend to your Loan Origination System (LOS). In the Application tab, you will find the application export status along with additional details.
- Export statuses in Blend
- Pre-export status descriptions
- Post-export status descriptions
- Loan information transferred on export
- Manual loan export
- For customers integrated with Blend. For unintegrated customers, you can find the MISMO in Blend's application package and import it into your system of record.
- Loan export behavior may be different depending on your environment's configuration.
Export statuses in Blend
There are pre and post-export statuses in Blend.
|Pre Export||Post Export|
|Unable to Export||In Progress|
|Able to Export||Exported on [DATE]|
|Ready to Export||Export Failed|
Pre-export status descriptions
Unable to Export
The Unable to Export status applies when all or some of the following required information for export is missing:
- Borrower(s) SSN
- Borrower(s) DOB
- Loan Purpose
- Loan Originator
Lenders will have the option to export manually when the required information is entered into the application.
Able to Export
The Able to Export status applies when all required information has been entered in the application by the borrower or lender but the borrower has not submitted the application. Lenders can export the application manually by clicking the export button.
Ready to Export
The Ready to Export status applies when the borrower submits their application in Blend and all required information has been entered. Lenders can export the application manually by clicking the export button.
Post-export status descriptions
In Progress status means the external system has begun an attempt to export this application. No other attempts should be started at this time. When export is in progress, the Blend application will lock to prevent changes until the export attempt has finished.
Exported on [DATE]
When the status is Exported on [DATE] (also referred to as SUCCESS) it indicates that the application has been exported from Blend to the external system successfully. The date will be displayed in MM/DD/YY format.
An Export Failed status indicates the application didn't export as expected and export should be attempted again. Blend may display a reason for failed export if it's passed from the LOS. For Encompass Next Gen customers, refer to Encompass Export Errors to learn more.
Loan information transferred on export
Loan data and documents are included in an export.
|Loan Application Data||
Information requested during the application process or entered by a lender in Blend. This information includes but is not limited to:
|Documents||Documents uploaded by borrowers or lenders including but not limited to Government IDs, Credit Authorizations, 4506-T, etc.|
Manual loan export
Lenders can manually export an application by clicking the export button. Applications must be in Able to Export or Ready to Export status.
- Navigate to the Application tab.
- Click the Export button.
The export button will be disabled on loans that have already been exported.
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.