Lender users can have access to multiple DBAs of Blend. However, at a given time, they can only access one Blend instance's loan pipeline in Encompass.
Edit user screen
The instance whose loan pipline they see in ENC ( for importing loans or their associated documents) controlled by the following:
a. The Blend instance where the Use this account for Oauth flag is checked for the user under user setup.
b. The Blend instance where Encompass shows up under Authorized Applications for the user's setup.
Note: The user setup in Blend (that can control this setting) is only accessible to Blend super users and any users on the customer's end that have been permissioned to manage user set up.
Switch accessing loan pipeline in ENC from Blend DBA1 to Blend DBA2
1. Click Your settings.
2. Select Admin.
3. Click the Users tab.
4. Select the desired user from the list.
5. Click Edit.
6. Uncheck the box for Use this account for Oauth.
7. Remove Encompass from the authorized applications.
8. Click Update user.
9. Follow the above steps 1-5 in Blend DBA2 and check the box for Use this account for Oauth flag.
Note: After the completion of the above steps, when the user will access Blend through ENC (by going under "Additional Services" in ENC), they will be re-authenticated for Blend and will begin to see loan pipeline from Blend DBA2.
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.