Set up and manage your Loan Team

The Loan Team feature in Blend allows multiple users to access a loan and promote collaboration. With Loan Teams, you can create and manage your loan team directly from your account settings. Additionally, administrators can manage loan teams for their users through the Setup panel. In this guide, you'll learn how to set up and manage your Loan Team in Blend.

• How loan teams work in Blend
• Setting up your default Loan Team
• Remove a team member from your Loan Team
• Manage Loan Team notifications
  • Skip notifications for loans I don't originate
  • Manage my team's notifications for loans I originate
  • View Loan Teams I am added to by other team members
• Removing yourself from other loan teams
• Managing loan teams as an administrator
  • Add a team member to another user's loan team
  • Remove a team member from another user's loan team
  • Turn notifications on or off for a team member
• Permissions required to manage Loan Teams
• Things to note about Loan Teams

How loan teams work in Blend

Loan teams work at the user level. They only flow in one direction and for one level deep.

Let's take this loan team as an example to understand how loan assignments will work for the loan team members.

Allen and Bailey are part of John's loan team but Clara is only part of Bailey's loan team and Clara is not part of John's team.

• Loans assigned to John will also be assigned to Allen and Bailey since they are under John's team but will not be assigned to Clara since loan assignments flow one level deep.
• Loans assigned to Allen will not be assigned to anyone else since no one is under Allen's loan team and will not be assigned to John since assignments only flow in one direction.
• Loans assigned to Bailey will also be assigned to Clara but not Allen or John. Clara is part of Bailey's loan team.
• Loans assigned to Clara will not be assigned to anyone else since no one is under Clara's loan team.
• Users can be part of different loan teams.

Setting up your default Loan Team

You can set your default loan team directly from your account settings. By setting a default loan team, loans assigned to you will also be available to users in your loan team automatically.

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.
   

 Note: You can still manage access to your applications individually. Refer to Update the Loan Team on an application to learn more.

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

You can manage your notifications and notifications for users in your loan team.

Skip notifications for loans I don't originate

1. Go to Your settings > Account > Loan Team.
2. Check the Skip notifications for loans I don't originate box under Notification Settings.
3. Click Save Changes.
   

Manage my team's notifications for loans I originate

1. Go to Your settings > Account > Loan Team.
2. Click the bell icon next to the user to toggle notifications.
3. Click Save Changes.
   

View Loan Teams I am added to by other team members

You can see what loan teams you have been added to by other users in the "Loan Teams I'm On" section.

1. Go to Your settings > Account > Loan Team.
2. The loan teams you are part of will be listed in the Loan Teams I'm On section.
   

Removing yourself from other loan teams

If you'd like to be removed from a loan team, reach out to the loan team owner listed in the Loan Teams I'm On section and ask to be removed. Alternatively, you can contact your Blend administrator to remove you from someone else's team.

Managing loan teams as an administrator

Administrators with elevated access in Blend can manage loan teams for their users.

Add a team member to another user's loan team

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.

Remove a team member from another user's loan team

1. Go 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.
3. Click Update user to save changes.

Turn notifications on or off 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.

Permissions required to manage Loan Teams

To make edits to loan teams, you must have an active account in Blend with the following role permissions:

• Create users
• Edit users
• Assign users to loans

If you don't have access to some of the functionality described in this guide, contact your Blend administrator to have your role permissions updated. Refer to User roles and permissions in Blend to learn more.

Things to note about Loan Teams

• Changes made to your loan team are not retroactive and will only apply to new loans moving forward. To reassign existing loans in your pipeline, see Update the Loan Team on an application.
• When you add someone to your team, you don't automatically become part of their team. If you'd like to be on their team, reach out to your team member and ask to be added.