KensieMae Follow-Up Only / Post Submission Loan Creation

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 KensieMae plugin

1. Start a new loan in Encompass and click the B icon

2. Click Manage Documents

3. You will be prompted to create a new Blend loan – Click Yes

    

4. Fill in all fields and click Save Loan Data to push the new loan to Blend:

   

    

5. 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 KensieMae 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:

1. Navigate to the Blend Integration screen​
   
   

   

   
   
   

2. Enter any value into the CX.BLEND.CREATELOAN field.

   

3. Once a value is entered, click anywhere outside of the field to generate the loan creation pop up:

   

    

4. Fill in all fields and click Save Loan Data to push the new loan to Blend:
   
   

5. Scroll up to verify that the Blend 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.

 Note: Viewing the Blend Integration Form might require elevated Encompass access. If you don't have access to these tools, reach out to your Encompass administrator for assistance.

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.