Loan officers can assign, reassign, and add team members to loans on the go using the Blend LO Mobile app.
Reassign loans in the LO Mobile app
| 1. Tap the pencil icon next to your initials. |
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2. Tap Add a new assignee. |
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3. Search for the team member.
4. Tap on the team member's name to be added to the loan. |
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Remove team member from a loan using the LO Mobile app
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1. Select the name of the team member to be removed.
2. Tap Remove. |
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Note: You can remove team members and reassign the loan. You can also remove yourself from a loan and leave the loan unassigned if desired.
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.