Using Blend
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
Blend Agent
Blend Title
Blend Close
Blend workspace for settlement agents
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
- Email Borrower Invite - Blend Basics video
- Getting Started (borrower experience) - Blend Basics video
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
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
Starting Loan Applications
Pipeline View and Loan Assignments
Loan Header
LO Toolkit
- Pre-Approval Builder workflow
- Add/Delete a co-borrower
- Self-serve management of DU credentials
- Enhanced Credit Pull Functionality webinar May 2020
- Full Application
- LO Toolkit - Navigation - Toolbar, sidebar & responsiveness
Co-Piloting Applications with Borrowers
Mortgage Intelligence
- Letter of Explanation (LOE): previous address / address mismatch
- Letter of Explanation (LOE): credit inquiry explanation
- Letter of Explanation (LOE): large deposits
- 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
- Request an e-signature Follow-Up
- Add a Follow-Up
- Post-ITP Fee Collection
- Set up and use Follow-Up templates
- Connectivity Follow-Ups (Assets and Paystubs)
Disclosure Delivery
LOS Integrations
- New Urla - Sensitive Fields
- 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