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
Blend Income
Blend Login and Setup
- Loan Team Functionality
- How to unlock a lender account
- User roles and permissions
- Activate my Blend Account
- Confirm profile details - for loan officers
- Confirm profile details - for processor and assistants
Blend Realty
Blend Settlement Agent Workspace
- Settlement Agent Self-Serve Teams
- Notary Workspace for Hybrid & Traditional paper-based fallback Closing
- Settlement Agent Workspace - Video
- Account Activation - Settlement Agent Workspace
- Pipeline View - Settlement Agent Workspace
- Document Upload - Settlement Agent Workspace
Blend Title
Borrower Experience
- 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)
- Ad hoc document upload (borrower experience)
Co-Piloting Applications with Borrowers
Consumer Banking
Disclosure Delivery
Encompass Additional Services (Partnership Integrations)
- Manually Export a Loan to Encompass
- New Blend-Encompass integration and New URLA FAQ
- Steps to migrate to the new Blend-Encompass integration
- Encompass error - Illegal characters in path
- Asset Refresh - Encompass
- Mapping Blend e-Consent to native Encompass fields
LO Mobile App for iOS and Android
- Getting started with the Blend Loan Officer mobile app webinar
- LO Mobile - App Settings
- LO Mobile - Counter sign disclosures
- LO Mobile - Create a new lead
- LO Mobile - Download the Blend Loan Officer mobile app
- LO Mobile - Edit and send a Pre-Approval Letter
LO Toolkit
- Debt-to-Income Calculation
- LO Toolkit - Fees
- LO Toolkit - LO Mobile video
- Lender Self-Serve Credential Management
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
Loan Fulfillment (Blend Follow-Ups)
- Blend Sign Field Types & Settings
- Troubleshooting Custom Follow-ups - Enable 3rd party cookies
- If you're not ready to send follow ups just yet, save them as a draft
- Blend Sign video - Add a manual Follow-up with eSignature(s)
- Blend Sign - Create manual eSign Follow-ups
- Post-ITP Fee Collection
Loan Header
Loan Team Notifications
LOS Integrations
- New URLA - 1003 PDF
- How to determine the if the application is new or old URLA
- New Blend Encompass Integration FAQ
- Fiserv Mortgage Director integrations summary
- Encompass integrations summary
- Export a Loan
Mortgage Intelligence
Pipeline View and Loan Assignments
Salesforce CRM Integrations
Starting Loan Applications
- 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