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 can view disclosure package and provide their signature, if required.
Review and sign disclosures .
1. If your push notifications are enabled for the Blend mobile app, you will receive a notification, if a disclosure package needs your signature.
2. Click Sign now in the Overview tab on the leads screen.. DocuSign will open to capture your signature.
3. Click Continue.
4. Click the Sign here with the arrow.
5. Click Next when finished signing.
Note: You can contact your borrower by clicking 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