Using Blend
Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
Disclosures
Introduction to Blend
- Quick Intake Form
- Export a loan
- Confirm profile details - Processor/Assistants
- Confirm loan teams I am on
- Add credit credentials
- Request documents for loans already created in LOS
Loan View
- Follow-Ups only loan - What do borrowers see?
- Generated Assets Statement and FNMA D1C/AIM
- Email notifications for Loan Teams
- Asset Refresh
- Send an Application to a Wholesale Lender as a Broker
- Manage Borrowers with 3+ Support
Pre-Approval Builder
- Pre-Approval Builder workflow
- PAB-Navigation - Toolbar, sidebar & responsiveness
- PAB- Key features - Credit
- PAB- Key features - Liabilities
- PAB- Key features - Pricing- Optimal Blue
- PAB - Key features - Pricing - Check rates through Optimal Blue
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
- Blend suggested Follow-Ups
- Blend intelligence Follow-Ups Automated loan conditions
- Configure a footer message for the Gift Letter in Blend (for FHA loans)
- Document flagging powered by OCR for W-2s
- Gift Letters