LO mobile-Create a new lead

Loan officers can create new leads and send custom invitations for borrowers to complete an application at any time.  

Create a new lead                                                   .

1. Click NEW LEAD from pipeline screen. 

2. You can create a new lead by selecting one of the following options:

a. Click Import contacts to import existing contacts from your phone. 

OR

b. Enter name, email and phone number for your borrower.

3. Toggle to Add to Contacts, if desired. 

4. Click CREATE LEAD.

5. The screen will display the entered name, email address and phone number. Click CREATE LEAD.

 Resources:

LO mobile-Download "Blend Loan Officer" mobile app

LO mobile-Permission access for mobile app

LO mobile-Log in

LO mobile-Profile settings and application URL

LO mobile-Pull credit

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.