Product Help
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
Blend Agent
Blend Asset Connectivity
Blend Basics Learning Videos
- Account Activation - Blend Basics video
- Pipeline View - Blend Basics video
- Application Page - Blend Basics video
- Quick Intake Form - Blend Basics video
- Email Borrower Invite - Blend Basics video
- Getting Started (borrower experience) - Blend Basics video
Blend Close
- Adding Vesting/Power of Attorney Language to Signatures Using Encompass
- Blend Sign Fallback Plan
- Blend Close: RON Eligibility
- Blend Close: Scheduling - Borrower experience
- Blend Close - Send Closing Package
- Blend Close - Update Closing Package
Blend Follow-Ups
- Blend Sign field types and settings
- Custom Follow-Up email templates
- Tax Transcripts Integration
- Accept or re-request a Follow-Up
- Blend Sign - Create manual eSign Follow-ups
- Blend Sign video - Add a manual Follow-up with eSignature(s)
Blend Income
Blend Login and Setup
- Adjusting the timing and total number of email reminders
- Set up and manage your Loan Team
- How to unlock a lender account
- User roles and permissions in Blend
- Activate my Blend Account
- Confirm profile details - for loan officers
Blend LO Mobile App
- Blend LO Mobile App Settings
- Download the Blend Loan Officer (LO) mobile app
- Getting started with the Blend Loan Officer mobile app webinar
- LO Mobile - Counter sign disclosures
- LO Mobile - Create a new lead
- LO Mobile - Edit and send a Pre-Approval Letter
Blend Realty
Blend Settlement Agent Workspace
- Settlement Agent Workspace - Self-Serve Teams
- Notary Workspace for Hybrid & Traditional Paper-Based Fallback Closing
- Settlement Agent Workspace - Basics Video
- Settlement Agent Workspace - Account Activation
- Settlement Agent Workspace - Pipeline View
- Settlement Agent Workspace - How to Upload Closing Documents
Blend Title
Borrower Experience
- Borrower Multi-Factor Authentication (MFA)
- Borrower Experience - Traditional & Hybrid Closing
- Reduce Approved Purchase Price - Borrower Experience
- Borrower email notifications and reminders
- Additional application for an existing borrower (borrower experience)
- Follow-Ups only applications (borrower experience)
Co-Piloting Applications with Borrowers
Consumer Banking
Disclosure Delivery
Encompass Additional Services (Partnership Integrations)
- New Blend-Encompass Integration and New URLA FAQ
- Steps to migrate to the new Blend-Encompass integration
- Mapping Blend e-Consent to native Encompass fields
- Blend-Encompass borrower sync
- Disclosures tracking
- Delivering Disclosures in Blend
Encompass Integration
LO Toolkit
- Debt-to-Income (DTI) Calculation
- LO Toolkit - Fees
- LO Toolkit - LO Mobile video
- Lender Self-Serve Credential Management
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
Loan Header
Loan Team Notifications
LOS Integrations
- Where is the 1003 PDF on New URLA Applications?
- How to determine the if the application is new or old URLA
- New Blend Encompass Integration FAQ
- Fiserv Mortgage Director integrations summary
- Blend - Encompass Integrations via KensieMae Summary
- Export a loan from Blend
Mortgage Intelligence
Pipeline View and Loan Assignments
Salesforce CRM Integrations
Starting Loan Applications
- Borrower SMS Functionality
- The Work Number (TWN)
- Copy an Existing Loan
- Start an application
- Create an additional application for an existing borrower
- Start an application with Quick Intake Form