Loan Team Functionality

Loan officers have the ability to create and update their default loan teams through their account settings or on individual applications. Admins also have the ability to update loan teams for a user.

 

Setting up your Loan Team in your user settings

   • Remove a team member from your Loan Team 

   • Manage loan team notifications

   • View/Confirm Loan Teams that you are on

Setting up/Editing a Loan Team as an admin

   • Remove a team member from another user's loan team

   • Toggle notifications for a team member

 

Setting up your Loan Team in your user settings

1. Click Your settings on the pipeline screen.

2. Select Account from the drop-down menu.

3. Click Loan Team on the left column.

4. Search for the user you wish to add to your loan team by using the email address or name.

5. Select the user and Save Changes.

 

  Notes:

• When adding, or removing, someone from your loan team, the change will not be retroactive and will not update your Loan Team assigned to any current or past loans.
• If you need the new Loan Team changes updated on any current or past loans, the members will need to be added to or removed from, each loan manually.
• Any team member you add to your loan team will automatically be assigned to any loan that you are assigned to going forward.
• When you add someone to your team, you don't automatically become part of their team. If you would also like to be on their team, they will have to follow the above steps to add you to their team. You can always check whose team you are on under the "Loan Teams I'm On" section.

Remove a team member from your Loan Team

1. Click the X next to the name of the team member you wish to remove from your loan team.

2. Click Save Changes.

 

 

Manage loan team notifications

Personal notifications

1. Check the Skip notifications for loans I don't originate box under Notification Settings.

2. Click Save Changes.

 

Team member notifications

a. Click the bell icon next to the name of the team member you wish to toggle the notifications for.

b. Click Save Changes.

 

 

 

View/Confirm Loan Teams that you are on

1. You can view the teams you are in under the Loan Teams I’m on section.

 

  Note: If you would like to be removed from a loan team, you will have to request the team owner to remove you from their loan team or reach out to your internal admin to have them remove you.

 

Setting up/Editing a Loan Team as an admin

1. Click Your settings on the pipeline screen.

2. Select Setup from the drop-down option.

3. Search for the user using either their email address or name.

4. Click Edit.

5. Scroll down to the Loan Team section in this.

6. Search by email address or name and select the checkbox next to the user you wish to add.

7. Click Update user to save changes.

 Note: The "Loan Team" section is only visible if you have the "Loan Officer" role.

 

Remove a team member from another user's loan team

1. Navigate to the Edit User Profile screen of the user whose loan team you wish to update.

2. Click X next to the name of the team member you wish to delete from your loan team.

2. Click Update user to save changes.

 

 

Toggle notifications for a team member

1. Click the bell icon next to the name of the team member whose notifications you wish to manage.

2. Click Update user to save changes.

 

Have questions? Visit Blend Community. If you need additional assistance, please submit a request and we’ll be happy to help.

 

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.