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
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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 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:
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Navigate to the Blend Integration screen
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Enter any value into the CX.BLEND.CREATELOAN field.
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Once a value is entered, click anywhere 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 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.
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