The Blend Workspace for Settlement Agents is intended to support seamless interactions between the lender, Settlement Agent, and borrower(s) for closing. Below are frequently asked questions that settlement agents might have:
Q. I never activated my account and I can't find the activation email OR I can’t find or deleted the account activation email. How do I get into my account?
A. Use the "Forgot Password" link.
Notes:
- Account Activation email is from eclose-service@blend.com with subject “Your Blend Activation Link”
- If a user cannot find the email with the Account Activation Link, they can press ‘Forgot Password’ and enter in their email to receive a new email with the Account Activation link.
Account activation 
1. Click the Activate link in the email sent for account activation.
Note: This link is like a password and should not be shared with anyone. It will expire within a few days if unused.
2. Create your own password.
3. Re-enter your newly created password.
4. Check box to confirm that you've read and agree to the Terms of Use and Privacy Policy.
5. Click Activate account.
6. Enter your mobile phone number or if you don't have a mobile phone number, click the Click here link for Multi-Factor Authentication (MFA).
7. Check box to confirm that the phone number is a mobile phone number.
8. Click Complete Activation.
Forgot password 
1. Click Forgot Password to reset the password.
2. Enter your email.
3. Click Reset my password.
1. Enter your temporary password.
2. Click Sign in.
3. Create your own password and confirm it.
4. Enter your mobile phone number (with a +1 before) for Multi-Factor Authentication (MFA).
5. Check box to confirm that you've read and agree to the Terms of Use and Privacy Policy.
5. Click Activate account.
Q. How do I reset my password?
A. If the user enters the incorrect password, they will receive an error message.
1. Click Forgot Password to reset the password.
2. Enter your email.
3. Click Reset my password.
Note: If the user has not activated in Workspace previously, when they press “reset my password”, they will receive a new Account Activation email. If they have previously activated, they will receive an email prompting them to create a new password.
Q. I don't have a mobile number, what do I do when I reach the screen below?
A. If you do not have a mobile phone you can follow these steps:
1. Click Click here on the MFA screen.
2. Click Complete activation. Your account email address will be used for MFA on future logins.
Note: If you select to use phone MFA, you will receive a SMS code to your mobile device you will need to enter on future logins.
Resources:
Account Activation - Settlement Agent Workspace
Pipeline View - Settlement Agent Workspace
Document Upload - Settlement Agent Workspace
Blend Close: Scheduling - Borrower experience
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support (support@blend.com) for more information on what features are enabled for your use.
Comments
0 comments
Article is closed for comments.