Send Close Emails to the Loan Team

Posted 12 days ago by José Gómez

J
José Gómez Admin

Available now in Beta and Prod

 

Purpose of Update and Benefit:

Many lenders would like to be able to augment the recipients for emails that are sent. As an initial step, Blend is allowing the ability for customers to opt into expanding the recipient list for emails related to closing to include the full loan team rather than the primary assignee (LO) on a given loan. This change is specific to emails that are currently sent to the primary assignee (LO) and only applies to emails related to closing activities. Additionally, this change does not alter any other currently defined email recipients.

 

Current Behavior:

Emails related to closing are sent to the primary assignee on each loan in addition to any other already specified parties such as a closer, settlement agent or other supporting party.

 

New Behavior:

Once this change has been enabled, a lender's loan team will now receive generated close emails. 

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