LO mobile-Invite borrower or re-send an invite

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:

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-Create a new lead

LO mobile-Pull credit

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.