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.
Loan officers will need permission before they can access the Blend Loan Officer mobile app.
1. Click Your settings.
2. Click Admin.
3. Navigate to the Roles tab.
4. Select Loan Officer under the Role Management section.
5. Scroll to the Lender Mobile section and highlight the User Lender Mobile App radio button under the Always column.
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.
LO mobile-Download "Blend Loan Officer" mobile app
LO mobile-Log in
LO mobile-Profile settings and application URL
LO mobile-Create a new lead
LO mobile-Pull credit
LO mobile-Invite borrower or re-send invite
LO mobile-View mini-co-pilot on mobile app
LO mobile-Counter sign disclosures
LO mobile-View and edit the pre-approval letter