Logo Indicator added to Follow-Ups Search UI in Lender UI

Date Available: Beta 3/28, Prod 4/11

Which customers are impacted?: Customers using follow-ups in Blend. Only lender users will see this change to the UI.

How to turn on: This feature will automatically be turned on for all customers on the dates listed above.

Purpose of Update and Benefit: Blend is making a small change to the lender-side Follow-ups search UI to better delineate between Blend Intelligence follow-ups, custom follow-ups and regular follow-ups. When this change is implemented, lender users will see a Blend logo next to any Blend Intelligence follow-ups, the lender’s own logo next to their own custom follow-ups, and no logo if it is a regular follow-up.

The logo that is pulled for the lender’s custom follow-ups will be the “Square Logo” option within the Branding section of the Setup pages (see Help Center article for additional info on branding: https://help.blend.com/hc/en-us/articles/360028760131). The logos will only be visible to the lender users accessing the Follow-ups search page.

New Behavior:

Lender users will see the Square Logo configured in their environments (instructions on how to configure this are outlined here) for any of their own custom templated follow-ups. See example below of how both could appear in the follow-ups list.

If the environment does not have the Square Logo configured, a link will appear in place of the logo.

For regular follow-ups, neither a logo nor a link will appear next to it in the search modal.

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