LO mobile-Invite borrower or re-send an invite – Blend Help Center

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.

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

Re-send an invite to a borrower

Invite borrower .

1. Click INVITE BORROWER after creating a new lead. Please refer to the Pull credit guide, if you'd like to pull credit before sending out the invitation.

2. Edit to customize the pre-populated message, if desired.

3. Click INVITE BORROWER.

4. You will get a confirmation once the invitation is sent successfully.

Notes:

Please refer to the Create a new lead for more information.
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
You can always invite your borrower and pull credit later.

Re-send an invite to a borrower

1. Click RESEND INVITE on the leads screen. Please refer to the Pull credit guide, if you'd like to pull credit before re-sending the invitation.

2. Edit to customize the pre-populated message, if desired.

3. Click INVITE BORROWER.

4. You will get a confirmation once the invitation is sent successfully.

Notes:

The RESEND INVITE option only appears if the borrower has been sent an invitation previously.
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
You can always invite your borrower and pull credit later.

Resources: