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 and editing participants for Blend Signing Room (BSR)
- Adding Vesting/Power of Attorney Language to Signatures Using Encompass
- Automated emails and triggers for Blend Close
- Borrower experience with Blend Close Scheduling
- Changing a Settlement Agent in the Lender UI
- Completing a hybrid closing - Borrower experience
Blend Follow-Ups
- Custom Follow-up Email Templates
- Blend Follow-Ups
- Blend Sign - Create manual eSign Follow-ups
- Blend Sign video - Add a manual Follow-up with eSignature(s)
- Connectivity Follow-Ups
- Custom Footer Message for Blend Generated Gift Letters
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
- How to activate my lender account in Blend
- Confirm profile details - for loan officers
Blend LO Mobile App
- Blend LO Mobile App Settings
- Credit features using Blend's LO Mobile app
- 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
Blend Realty
Blend Settlement Agent Workspace
- Settlement Agent Workspace - Self-Serve Teams
- Notary Workspace for Hybrid and Traditional Paper-Based Fallback Closing
- Settlement Agent Workspace - Basics Video
- Settlement Agent Workspace - Account Activation
- Settlement Agent Workspace - Pipeline View
- Settlement Agent Workspace - Uploading Closing Documents
Blend Sign
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 Integration
Instant Home Equity
Lender Tools
LO Toolkit
- DU and LPA Affordable Loan Programs
- Automated Underwriting System (AUS) in Blend
- Debt-to-Income (DTI) Calculation
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
- Lender Credentials Management
Loan Header
Loan Team Notifications
LOS Integrations
Mortgage Intelligence
Pipeline View and Loan Assignments
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