Ivan Guzman
Passionate about music and technology.
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Activity overview
Latest activity by Ivan Guzman-
Ivan Guzman created an article,
Pipeline Activity Indicator
A blue dot appears next to a loan in the pipeline when there is an update on the loan since the assigned user last viewed it. This indicator helps users understand which loans in the pipeline have ...
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Ivan Guzman created an article,
Borrower experience with asset connectivity
With Blend's Asset Connectivity, borrowers can connect their financial account information during the application process and post application submission with follow-ups. By connecting to their fin...
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Ivan Guzman created an article,
Adding a real estate agent to the Blend application
Learn how borrowers and lenders can add a realtor when completing a loan application in Blend. Adding a realtor as a borrower Sharing loan information with the borrower's agent Adding a realto...
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Ivan Guzman commented,
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 th...
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Ivan Guzman commented,
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 woul...
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Ivan Guzman created an article,
Team Grouping and Loan Views by Groups
With Team Grouping, branch managers can create a group or branch within their organization allowing them to view all applications within their branch without being part of the loan team or having a...
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Ivan Guzman created an article,
Blend Reporting Frequently Asked Questions (FAQs)
This is a list of frequently asked questions about Blend's reporting dashboard. How often is the data refreshed? Why are graphs blank? How can I download previous reports? Where can I find system-...
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Ivan Guzman created an article,
Blend's Reporting Data Dictionary
The Data Dictionary document in this article provides information on fields and descriptions for data available in the Reporting Dashboard and Reporting API. Blend Reporting - Data Dictionary
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Ivan Guzman commented,
Hi Jill Harper,Can you clarify how you are sending the documents from Encompass to Blend?If you send the document (as a follow-up) using the KensieMae to an archived loan in Blend, it will fail and...
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Ivan Guzman created an article,
Redrawing a closing package
In this article, we'll cover how to redraw a closing package in Encompass and send it to Blend. You must redraw a closing package in Encompass if any of the following information changes: Closing ...