Kensie Mae 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 Kensie Mae 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 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:

1. navigate to Blend Integration screen​
   
   

   

   
   
   

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

   

3. Once a value is input, click 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 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.