How to re-establish borrower sync with the KensieMae plugin

Learn how to troubleshoot and resolve borrower sync errors between Blend and Encompass with the KensieMae plugin.

• Why does borrower sync break?
• Verify the borrower(s) information in Blend and Encompass
• Encompass
• Blend
• Repair the integration
• Verify that the sync has been re-established

Why does borrower sync break?

Borrower sync breaks when there is a mismatch of borrower information between Blend and Encompass. A break in the sync will impact the following functionality:

• Borrower data and eConsent sync
• Issuing disclosures
• Loan status sync
• Importing documents

Making too many changes to the following parameters will break the sync:

• First name
• Middle Initial
• Last name
• Email address
• Date of birth (DOB)
• Social Security number (SSN)
• Borrower positions

When a borrower sync break occurs, the KensieMae logs will record the following error:

Error: Authentication required

If you get an "Authentication required" error, follow the steps below to re-establish the sync.

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Verify the borrower(s) information in Blend and Encompass

Encompass

1. Open the loan in Encompass

2. Navigate to the Borrower Summary - Origination form

3. Verify the borrower(s) first name, middle initial, last name, email address, DOB, SSN, and borrower position

Note: If there are multiple borrowers, you will need to verify this information across all borrowers in the application.

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Blend

1. Open the loan in Blend

2. Navigate to Borrower information

3. Verify the borrower(s) first name, middle initial, last name, email address, DOB, SSN, and borrower position

Make the necessary corrections in Encompass if you find that the information does not match.

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Repair the integration

The borrower(s) information must match in order to repair the sync. Once the information between Blend and Encompass has been verified:

1. In Encompass, click the B button

2. Click Repair Integration

3. Save the loan

If Repair Integration does not work, try to Reset Hash.

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Verify that the sync has been re-established

At this point, the sync should be restored and you may resume your work, whether it may be issuing disclosures, retrieving documents, etc. You can also review the KensieMae logs to confirm that the Authentication required error is no longer present.

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 Resources:

How to retrieve the KensieMae logs

How to retrieve the DOB and SSN from a Blend application

Added, removed, or switched a borrower in Encompass using the KensieMae plugin but it didn't sync to Blend?

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.