Follow-Ups only loans (also referred to as post submission loans) are used to collect borrower documents via Blend without the need to send the borrower a full application.
Follow-Ups only loan in Encompass with Kensie Mae Plugin
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Start a new loan in Encompass and click the B icon
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Click “Manage Documents”
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You will be prompted to create a new Blend loan – Click “Yes”
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Fill in ALL fields and click “save loan data” to push the new loan to Blend:
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After saving, you will be greeted with this screen:

6. Success! Your borrower will get an email asking them to log into Blend.
Follow-Ups only loan in Encompass with Kensie Mae Plugin - no B icon
If the B icon is not available to your users before the Blend sync you can create loans by following these steps:
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navigate to Blend Integration screen
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Enter any value into the CX.BLEND.CREATELOAN field.
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Once a value is input, click outside of the field to generate the loan creation pop up:
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Fill in ALL fields and click “save loan data” to push the new loan to Blend:

5. Scroll up to verify that UUID and borrower ID have populated signifying successful loan creation (you may need to exit the loan and re-open to refresh the fields):

6. Success! Your borrower will get an email asking them to log into Blend.
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