How to Identify Blend Loan Originator within Encompass?

Anna Banker

April 19, 2024 17:28 Edited

I am wondering if there is a way to identify who started the file within Blend, whether it was the borrower or the loan Originator, and show that somewhere within Encompass. I know it comes in as Blend API User in the File Starter, however I am looking more in depth. Which user actually created the file and does it show in Encompass and where. 

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  Ivan Guzman

  May 01, 2024 23:31

  Hi Anna Banker! Thanks for posting your question. I checked with my team and we can pass this information from Blend to a custom field in Encompass.

  To get started, your Encompass administrator would need to create a custom field labeled CX.BLEND.APPLEADSOURCE where it will receive the LoanSourceType from Blend. Then contact Blend Support to configure the mapping in your beta environment for you to test and review. Once approved, they'll coordinate with you to push the change to your production environment.

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  Anna Banker

  May 02, 2024 15:51

  Question on this. If I wanted to bring in the actual user who manually entered the file for the borrower, which field would that be? I'm guessing the LoanSourceType will bring in whether its a Customer versus Lead or Pre-Lead? I need if its Lead to also show which originator did the work. 

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  Ivan Guzman

  May 03, 2024 17:50

  The custom field would pass values such as Lender or Borrower to indicate whether the lender or borrower started the application. I would recommend contacting Support, they'll be happy to set up the configuration so you can test this workflow.

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