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Date Available: Beta 12/10/24, Prod 1/7/25
Which customers are impacted?: Home Equity Customers
Required?: Yes, this is a required release. Required releases are features that Blend wants to standardize in the codebase, and typically do not require additional configuration.
How to turn on:
Purpose of Update and Benefit: Quick Intake Form is now available for Home Equity customers. Quick Intake Form allows lenders to capture the important details from a borrower to kick off an application. This enhancement extends the feature to Home Equity products like HELOAN and HELOCs.
Current Behavior: The Quick Intake Form only applies to Mortgage products.
New Behavior: Quick Intake Form can now be used for Mortgage and Home Equity products. This feature enables LOs to quickly gather essential borrower information when time is limited, while also enabling a seamless transition to the full application process. Notably, the lender can collect the SSN and DOB from the borrower and pull credit using the form.
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