Loan officers will need permission before they can access the Blend Loan Officer mobile app.
1. Click Your settings.
2. Click Setup.
3. Select Role Permissions from the side menu.
4. Select Loan Officer from the dropdown menu.
5. Scroll to the Lender Mobile section and highlight the User Lender Mobile App radio button under the Always column.
6. Click Save.
Note: Lenders can also create a new role that only has the LO mobile permission and give it to users in their own time if they want to phase giving access to the "Blend Loan Officer" mobile app.
Tip: If you are granting access to users (ex: testers or QA) temporarily before rolling it out to all users, please create a new temporary role with the permission above and grant this role to only your desired users, in addition to the existing roles they already have that allow them access to expected functionality (viewing loans, editing loans, pulling credit, co-pilot, viewing documents, viewing disclosures, etc.)
Note: Blend Loan Officer role is only available for production instances.
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.