Blend Close supports seamless closing for all parties with a dedicated workspace for collaboration with settlement agent partners. Three closing options are supported: Traditional, Hybrid, and Remote Online Notarization (RON).
Tip: Blend Close can be accessed within the "Closing" modal in the loan. If the disclosures feature is turned on, the modal will be "Disclosures & Closing".
Send Closing Package
1. Click Upload documents link in the DISCLOSURES & CLOSING tab.
2. Upload desired closing documents and select document Type from the drop-down menu.
3. Click Upload.
4. Select Closing method.
5. Enter Closing date.
6. Click Additional party to add settlement agent's information.
7. Enter settlement agent's name and email address.
8. Click Additional party to add any other parties to the closing package (optional).
9. Enter any notes or Special Instructions for the closing team, if desired.
10. Click Send closing package for signing.
11. Click Send to submit the closing package.
Note: Maximum file size is 25mb for Docusign to process .
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.