Avatar

Ivan

Passionate about music and technology.

  • Total activity 169
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 103

Activity overview

Latest activity by Ivan
  • Avatar

    Ivan commented,

    Hi Erin Hosner! You can definitely get email notifications when new Release Notes are published. Please follow the steps in Subscribe to Product Updates to make sure you continue to get email updat...

  • Avatar

    Ivan created a post,

    Can't see Product Updates?

    If you are a current Blend customer, but still can't see Product Updates, please make sure that: You are logged in to Help Center Make sure that you registered with your work email (do not sign up...

  • Avatar

    Ivan created a post,

    Don't forget to follow Product Updates

    Don't forget to follow Product Updates to continue to receive Release Notes to your inbox.   Subscribe to Product Updates   If you have not registered to Help Center before, sign up now.

  • Avatar

    Ivan created an article,

    How to send information securely using SendSafe

    Security is our utmost priority and we strive to promote best practices when sharing sensitive information. With SendSafe, you can share files or text through a safe, private, and encrypted link th...

  • Avatar

    Ivan created an article,

    Added, removed, or switched a borrower in Encompass using the KensieMae plugin but it didn't sync to Blend?

    If you add, remove, or change borrower positions on an Encompass loan that is synced to Blend, you will be prompted to confirm changes on the Blend - Confirm Applicant Info screen for the change to...

  • Avatar

    Ivan created a post,

    How to use the decision column

    Answered

    How is the custom option for Decision on the pipeline screen used? I see the custom option for Decision on my pipeline screen, but how is that used?    Answer The Decision filter/column is used f...

  • Avatar

    Ivan created a post,

    Inviting pair to apply

    Answered

    What needs to be done when inviting a pair to apply for them to receive the email? I entered the pair information and also switched to the pair when sending the invite, and yet over and over. In al...

  • Avatar

    Ivan commented,

    Is there a way to save the custom form after the signature edits so it’s ready for other users the next time and they don’t have to add all the checkboxes? Yes, you can set up and apply a custom fo...

  • Avatar

    Ivan created a post,

    How to make a custom fillable word doc as a follow up from Encompass

    Answered

    Is it possible to send a fillable PDF to the borrower? I’m looking for direction on how to make a custom form in Encompass that we can send as a follow-up through Blend but is fillable for the borr...

  • Avatar

    Ivan created a post,

    W2 Dates

    Answered

    Will Blend automatically switch over from requesting the previous year's W2s to the current year's W2s? Or do we need to do something to effect this change?  I noticed on the follow ups that they i...