Loan officers can invite borrower(s) or re-send an invitation to their borrowers after creating a new lead in the LO mobile app.
Invite borrower
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1. Tap INVITE BORROWER after creating a new lead. If you wish to pull credit from here, refer to the Pull credit guide. |
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2. You can personalize your message in this screen.
3. Tap INVITE BORROWER. |
| 4. You will get a confirmation once the invitation is sent successfully. |  |
Re-send an invite to a borrower
| 1. Tap RESEND INVITE on the leads screen. |
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2. You can personalize your message in this screen.
3. Tap INVITE BORROWER. |
| 4. You will get a confirmation once the invitation is sent successfully. |
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Notes:
- The RESEND INVITE option only appears if the borrower has been sent an invitation previously.
- 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 and pull credit later.
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.