Loan officers can manage their profile settings on the LO mobile to copy the application URL for sharing with their borrowers, change notification settings and to add new leads to contacts.
Copy application URL
1. Click on photo icon on the Welcome to your dashboard screen.
2. Click COPY TO CLIPBOARD.
Notes:
- The Add new leads to contacts toggle button when turned on will add all new created leads to phone contacts list.
- The Change notification settings option is visible only if "push notifications" are not currently enabled for the app in iOS devices. If clicked, you will be taken to the device settings screen to enable "push notifications".
3. The screen will display a confirmation once the URL is copied successfully. You can share the link via your desired channel (email or text).
Loan Overview Page 
Resources:
LO mobile-Download "Blend Loan Officer" mobile app
LO mobile-Permission access for mobile app
LO mobile-Invite borrower or re-send invite
LO mobile-Track borrower progress
LO mobile-Counter sign disclosures
LO mobile-Edit and send a pre-approval letter
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.
Comments
0 comments
Article is closed for comments.