Product Help
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
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 Login and Setup
- Loan Team Functionality
- Unlock Account (Dormancy and Reset Password)
- User roles and permissions
- Activate my Blend Account
- Confirm profile details - for loan officers
- Confirm profile details - for processor and assistants
Pipeline View and Loan Assignments
Loan Header
- Archive and Un-archive an Application in Blend
- Communications tab
- Application tab
- Activity tab
- Docs tab
- Download and Unzip loan files
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
LO Toolkit
- LO Toolkit - Fees
- LO Toolkit - LO Mobile video
- Lender Self-Serve Credential Management
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
- Pre-Approval Builder workflow
Mortgage Intelligence
Blend Asset Connectivity
Blend Income
- Debt-to-Income Calculation
- Blend Income - Loan Team-Initiated VOI
- Blend Income - Borrower experience
- Blend Income - Co-borrower experience - Instant lookup
- Blend Income - Loan Team
- Blend Income - Reverification
Co-Piloting Applications with Borrowers
Loan Fulfillment (Blend Follow-Ups)
- Blend Sign Field Types & Settings
- 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
- Set up and use Follow-Up templates
Disclosure Delivery
Blend Close
Blend Agent
Blend Realty
Blend Title
Blend Settlement Agent Workspace
- 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
- Scheduling - Settlement Agent
Borrower Experience
LO mobile app for iOS and Android
- LO Mobile - Product & Pricing
- LO Mobile - Reassign loan
- Getting started with the Blend Loan Officer mobile app webinar
- LO Mobile FAQs
- LO mobile walk-through video
- Download "Blend Loan Officer" mobile app
LOS Integrations
- Encompass Export Errors
- 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
Encompass Additional Services (Partnership Integrations)
- New Blend-Encompass integration and New URLA FAQ
- Steps to migrate to the new Blend-Encompass integrationÂ
- Encompass error - Illegal characters in path
- Asset Refresh - Encompass
- Mapping Blend e-Consent to native Encompass fields
- Blend-Encompass borrower sync