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Latest activity by Ivan-Guzman
  • 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...

  • 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...

  • 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...

  • 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...

  • 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-...

  • 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

  • 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...

  • 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 ...

  • Ivan Guzman created an article,

    Follow-Ups with Blend Income

    Lenders can request a manual follow-up to allow borrowers to connect their income using Blend Income's Login-Based Provider verification method. Requesting a Login-Based Provider Follow-up Borrowe...

  • Ivan Guzman created an article,

    Blend Income reporting

    Loan teams can view metrics on Blend Income usage through the customer-facing Reporting Dashboard in their Blend environments and through Blend's Reporting API version 5.1.0 or later. Currently ava...