Using Blend
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
Consumer Banking
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
- Invite Borrower - Blend Basics video
- Email Borrower Invite - Blend Basics video
LO mobile app for iOS and Android
- Getting started with the Blend Loan Officer mobile app webinar
- LO Mobile FAQs
- LO mobile walk-through video
- Download "Blend Loan Officer" mobile app
- LO mobile-Log in
- LO mobile-Profile settings and application URL
Blend Login and Setup
- Activate my Blend Account
- Unlock my account (dormancy, reset, password)
- Confirm profile details - for loan officers
- Confirm profile details - for processor and assistants
- Set up Loan Teams
- Confirm loan teams I am on
Starting Loan Applications
Pipeline View and Loan Assignments
Loan Header
Pre-Approval Builder
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
- Pre-Approval Builder workflow
- PAB-Navigation - Toolbar, sidebar & responsiveness
- PAB- Key features - Credit
- PAB- Key features - Liabilities
Co-Piloting Applications with Borrowers
Mortgage Intelligence
- Letter of Explanation (LOE): previous address / address mismatch
- Letter of Explanation (LOE): large deposits
- Letter of Explanation (LOE): credit inquiry explanation
- Letter of Explanation (LOE): gift letter
- Blend suggested Follow-Ups
- Blend intelligence Follow-Ups/Automated loan conditions
Blend Asset Connectivity
Loan Fulfillment (Blend Follow-Ups)
- Follow-Ups
- Set up and use Follow-Up templates
- Connectivity Follow-Ups (Assets and Paystubs)
- Accept or re-request a Follow-Up
- Enter an application on behalf of a borrower and request Follow-ups
- Add a Follow-Up
Disclosure Delivery
LOS Integrations
Encompass Additional Services (Partnership Integrations)
- Encompass error - Illegal characters in path
- Import documents from Blend into Encompass
- Create an API User in Encompass
- Import a Blend application in Encompass
- Asset Refresh - Encompass
- Mapping Blend e-Consent to native Encompass fields