Using Blend

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

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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

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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

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Starting Loan Applications

• Start an application with Quick Intake Form
• LO webpage link for borrower self-serve
• Start an application
• Create an additional application for an existing borrower
• Send an invitation to apply to a borrower
• Re-send an Invitation to a borrower

Pipeline View and Loan Assignments

• Search for an application
• Understanding various application statuses in pipeline
• Sort and filter Pipeline screen columns
• Update loan team assignment for an application
• Delete a team member from an application

Loan Header

• Application tab
• Communications tab
• Activity tab
• Docs tab
• Archive and Un-archive an application
• Download and Unzip loan files

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

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Co-Piloting Applications with Borrowers

• Steps that can not be completed by the loan officer in borrower application
• Knowing where your borrower is in the application through the lender Co-Pilot experience

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

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Blend Asset Connectivity

• Generated Assets Statement and FNMA D1C/AIM
• Asset refresh

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

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Disclosure Delivery

• Disclosures - KensieMae
• Encompass Partnership
• Mace Innovations

LOS Integrations

• Fiserv Mortgage Director integrations summary
• Encompass integrations summary
• Export a loan
• Request documents for loans already created in LOS

Encompass Additional Services (Partnership Integrations)

• Encompass error - Illegal characters in path
• Import documents from Blend into Encompass
• Import a Blend application in Encompass
• Asset Refresh - Encompass
• Mapping Blend e-Consent to native Encompass fields
• Blend-Encompass borrower sync

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Borrower Experience

• Follow-Ups only applications (borrower experience)
• Borrower email notifications and reminders
• How to upload a document from a mobile device into the borrower portal
• Additional application for an existing borrower (borrower experience)
• Ad hoc document upload (borrower experience)

Loan Team Notifications

• Email notifications for Loan Teams

General Questions and Support

• Blend security
• Supported browsers and devices
• Troubleshoot Google Chrome incorrect password auto-fill
• Contact Blend Support
• Common Credit Pulling Issues (Credit FAQ)