Auto-accepting follow ups

Answered

Andi P

April 10, 2023 16:49

Is there a list of follow ups in Blend that don't require LO review and approval?

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  Christian Walter

  April 11, 2023 20:28 Edited

  Andi P

  • Blend Help Article linked here

  • The review feature is limited to borrower uploaded documents. It does not apply to connectivity pulled documents, Blend Sign documents, or custom questions.

  • Loan officers have the ability to review and accept or re-request borrower-completed follow-up within their portal in the Follow-Ups tab.

  • The Docs tab will show all documents uploaded by the borrower whether the were accepted or rejected.

   

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