Sam Quilter

AVP of Lending Systems & Quality Control. Focused on FinTech and experienced in Technical Project Implementation and Management.

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Activity overview

Latest activity by Sam Quilter
  • Sam Quilter commented,

    Hi Tracy, Great question!  The answer to this depends on what you mean when you say “an LO completes the application”: If by “an LO completes the application” you mean the LO has taken the file in ...

  • Sam Quilter commented,

    Hi Julie Seal This is a great question.  My initial recommendation would be to first make sure the tasks are assigned to the borrower on the Lender side and that the task is in the “Borrower to do”...

  • Sam Quilter commented,

    Hi Tracey M henley Great question!  Blend currently doesn’t have a section/category specific for funds from a Grant, but you could still add it to the file by going to the “Other Assets” section an...

  • Sam Quilter commented,

    Hey Tracey M henley   The loan officer wont be able to directly connect the asset on their side (mainly because this would require the borrower to give the LO the login credentials for all their ba...

  • Sam Quilter commented,

    Hi Liana Gettel, I don’t believe Blend has a specific workflow designed to support the situation you are trying to address.  So, I don’t think there are any straight-forward solutions to your probl...