Loan officers can track their borrower's application progress with the LO mobile app.
Track borrower progress .
1. Click Watch progress in the Overview tab on the leads screen.
2. You will the see the following information:
- A green checkmark next to all completed sections of the application.
- Time frame when the section was completed by the borrower.
- "Not started" for all outstanding sections of the application.
Note: 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
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.