Loan officers can pull credit and view credit report from the Blend LO mobile app. All functionality and details apply as if you were pulling credit on the Blend desktop view.
Pull Credit
To pull credit in the Blend Loan Officer (LO) Mobile app, follow the instructions illustrated below.
1. Tap Pull (Borrower's first name) credit. |
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2. Tap Pull new credit for a new report. | |
3. Choose the credit pull type.
4. Choose the credit bureaus you wish to include.
5. Tap Next. |
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6. Enter the borrower's present address.
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8. Enter the borrower's SSN.
9. Tap Next. |
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10. Tap one of the credit consent options that pertain to your borrower.
11. Tap the consent confirmation message.
12. Tap Pull Credit. |
View Credit Score details and the Credit Report document
The credit score can be viewed from the leads page after credit is successfully pulled.
1. Tap Credit to view the credit pull details. |
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2. Tap View to open the credit report. | |
3. The credit report PDF document will display in detail. |
Retrieve Credit
To retrieve an existing credit report using the credit report identifier.
1. Tap Pull (Borrower's first name) credit. |
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2. Tap Retrieve an existing report. | |
3. Choose the credit pull type.
4. Enter the credit report identifier number for the existing credit report.
5. Tap Next. |
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6. Verify borrower's name.
7. Tap Next. |
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8. Enter borrower's current address.
9. Tap Next. |
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10. Enter the borrower's SSN.
11. Tap Next. |
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12. Tap one of the credit consent options that pertain to your borrower.
13. Tap the consent confirmation message.
14. Tap PullCredit. |
Notes:
- You can contact your borrower by tapping the icons for text, call and email in the upper right hand corner of the screen.
- These actions will use your default text, phone, and email apps outside of the Blend Loan Officer app.
- You can always invite your borrower by tapping INVITE BORROWER and pull credit later.
- Credit pull types and agencies will reflect the same functionality available on the web based workspace. Lender configuration may vary compared to screenshots shown.
- Requires having "credit pull" configured by your organization.
Resources:
Visit the LO Mobile App for iOS and Android section in Help Center for more resources.
DISCLAIMER: The 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.
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