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  3. Blend Follow-Ups

Blend Follow-Ups

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  • Blend Sign field types and settings
  • Custom Follow-Up email templates
  • Tax Transcripts Integration
  • Accept or re-request a Follow-Up
  • Blend Sign - Create manual eSign Follow-ups
  • Blend Sign video - Add a manual Follow-up with eSignature(s)
  • Connectivity Follow-Ups (Assets and Paystubs)
  • Enter an application on behalf of a borrower and request Follow-ups
  • Follow-Ups
  • How to manage documents in Blend
  • If you're not ready to send follow ups just yet, save them as a draft
  • Manage co-borrower experience
  • Post-ITP Fee Collection
  • Request an e-signature Follow-Up
  • Set up and use Follow-Up templates
  • Troubleshooting Custom Follow-ups - Enable 3rd party cookies
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