Scheduling closing appointments can be a time-consuming process that can require a lot of coordination. By enabling the borrower to share their preferences for their closing appointment with their settlement provider via Blend and have their appointment confirmed, the manual back-and-forth process over email or phone can be reduced while keeping all involved parties in the loop.
- Borrower experience with Blend Close Scheduling
- Mobile notarization
- In-office notarization
- Time zone and appointment times
After a closing package is sent to Blend, a Share Closing Preferences task will appear in the borrower's portal. Here, the borrower will complete the workflow and choose from the following options:
| Traditional/Hybrid | Borrower Options |
| Mode of Closing |
Mobile notarization - The borrower indicates they’d like the notary to visit them at the address provided. In-office notarization - The borrower will visit the notary at their office. |
| Location |
Mobile notarization - The borrower shares the address where the notary should visit them. In-Office notarization - The borrower shares the address where they are located so that a nearby notary office can be arranged. |
| Traditional/Hybrid/RON | Borrower Options |
| Time Zone | Borrower gets to choose from seven available time zones where they may be located on the day of closing |
| Appointment Times | Borrowers can choose three (or more) one-hour appointment slots that work for them. Appointment times are available starting from 9 AM till 7 PM They can also select “None of these times work for me” In this case, they are prompted to contact their loan team to find another closing date. They are also informed that this may result in re-generation of their closing documents and may delay their closing. |
Borrower experience with Blend Close Scheduling
Borrowers will receive an email and when they sign in to their portal, a Share Closing Preference task will be ready to review.
- Click Complete items or click the Tasks Tab on the home screen.
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Click Share Closing Preferences.
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Click Start this section.
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Choose from the following options:
a) Mobile notarization - A notary meets the borrower at their preferred location. When selected, the address can be entered in the next step.
b) In-office notarization - The borrower meets the Notary at the notary's office.
Mobile notarization
1. Borrower selects I want a notary to meet me at my preferred location.
2. Borrower clicks Continue.
3. Borrower enters their preferred location address. This is where the notary will meet the borrower for the closing appointment.
4. Borrower clicks Continue.
In-office notarization
1. Borrower selects I want to meet a notary at their office.
2. Click Continue.
3. Borrower enters their preferred location address. This is the address where the borrower is located. The settlement agent will find a notary whose office is close to the address shared by the borrower, the notary will meet the borrower at this location for the closing appointment.
4. Borrower clicks Continue.
Time zone and appointment times
5. Borrower selects the time zone they will be located for the closing.
6. The borrower can select three time preferences for the day of closing from between 8am to 8pm. Selected times will be rank ordered.
7. Borrower clicks Continue.
This example shows a mobile notarization summary of the borrower preferences, but the workflow is identical for in-office notarization.
8. Borrower clicks Submit preferences.
The borrower is informed they will receive a confirmation email of their appointment and details will be viewable on the Home screen in their portal under Closing Details.
Once the settlement agent confirms the closing appointment, the loan team will also be notified via email.