Ability to add Loan Originator’s Title to the signature block for pre-approval letters (PALs)

Available: Beta 11/8, Prod 12/6

Which customers are impacted?

This feature will only affect lender customers using the pre-approval letter in Blend. Lenders must also not have the “Enable organization contact information only in signature” configuration enabled.

How to turn on

This feature will automatically be turned on for all customers on the dates listed above.

Purpose of Update and Benefit

This feature will allow loan originators to include their Title as inputted in their User Profile in the signature block of the pre-approval letter. Adding the loan originator’s title to the signature block is mandatory for the pre-approval letter formats for the state of Texas, however given that many customers have requested this functionality, we will be rolling this out to all customers for all templates.

New Behavior

When enabled, the loan originator’s Title will be included in their signature block. LOs should ensure that the Title field in their User Profile is updated, and the “Can be loan originator” permission is set to Always for their account.

When enabled, the Title will be in the signature block:

If the field is blank, the line will be removed completely from the signature block.

If the “Enable organization contact information only in signature” configuration is enabled in this environment, then that setting will take priority and only the organization's information will appear in the signature block.

0 Votes