Using Blend
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
- 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
- Set up Loan Teams
Pipeline View and Loan Assignments
Loan Header
Starting Loan Applications
- Copy an Existing Loan
- Invite and Re-Invite Borrowers
- LO webpage link for borrower self-serve
- Start an application
- Create an additional application for an existing borrower
- Start an application with Quick Intake Form
LO Toolkit
- Pre-Approval Builder workflow
- Add/Delete a co-borrower
- LO Toolkit - LO Mobile video
- Lender Self-Serve Credential Management
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
Mortgage Intelligence
Blend Asset Connectivity
Blend Income
Co-Piloting Applications with Borrowers
Loan Fulfillment (Blend Follow-Ups)
- Follow-Ups
- Request an e-signature Follow-Up
- Blend Sign video - Add a manual Follow-up with eSignature(s)
- Blend Sign - Create manual eSign Follow-ups
- Add a Follow-Up
- Post-ITP Fee Collection
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
- New Urla - How to Determine MISMO Version
- New Blend Encompass Integration FAQ
- Fiserv Mortgage Director integrations summary
- Encompass integrations summary
Encompass Additional Services (Partnership Integrations)
- Import a Blend application in Encompass
- New Blend-Encompass integration and New URLA FAQ
- Steps to migrate to the new Blend-Encompass integrationÂ
- Encompass error - Illegal characters in path
- Import documents from Blend into Encompass
- Asset Refresh - Encompass
Consumer Banking
Loan Team Notifications
Salesforce CRM Integrations
General Questions and Support
- Blend security
- Common Credit Pulling Issues (Credit FAQ)
- Contact Blend Support
- Does Blend Have A Spanish Application For Borrowers?
- If you get an error when trying to set up an eSignature on a follow-up
- How to download the Blend application package