Using Blend
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
Introduction to Blend
- Quick Intake Form
- How to Export a Loan
- Account Activation
- Confirm profile details
- Set up Loan Teams
- Send an invite to a borrower
Loan View
- Follow-Ups only loan - What do borrowers see?
- Asset Refresh
- Send an Application to a Wholesale Lender as a Broker
- Manage Borrowers with 3+ Support
- Steps that can not be completed by the Loan Officer in Borrower Application
- Selecting Product and Pricing
Point of sale
Letters of Explanation (LOE)
Articles to Assist your Borrowers
Encompass Partner
- Encompass error - Illegal characters in path
- How to Import Documents From Blend in Encompass
- How to Import a Blend Loan in Encompass
- Asset Refresh - Encompass
- Mapping Blend e-Consent to native Encompass fields
- Blend-Encompass Borrower Sync
Internal Articles
Pipeline View
Editing a Loan
Follow- Ups
- Follow-Ups
- Connectivity Follow-Ups (Assets, Paystubs, Tax Returns)
- Managing Follow-Ups
- Accept or Re-request a Follow-Up
- How to Setup and Use Follow-Up Templates
- Adding a Followup in Blend