Product Minute: Quick Intake Form Support for Home Equity Loan Products

Applicable Products: Any lenders using Blend’s flagship platform to collect mortgage and/or home equity applications

The Challenge: For lenders focused on delivering an efficient, omnichannel origination experience, capturing early-funnel leads—whether in-branch or over the phone—is essential. However, the existing Blend workflow for home equity requires starting with a full application, which is designed for comprehensive intake. This can create friction during early customer interactions, particularly for non-originators who may not be as familiar with the loan process.

The Solution: Blend has expanded the Quick Intake Form—previously available only for first mortgage purchase and refinance—to now support home equity loans and lines of credit. This enhancement enables users to start a lead using a simplified form across multiple home loan types, including:  

• Purchase

• First lien refinance

• HELOC

• Home equity loan

Users can initiate a lead directly from the “Create New Loan” workflow and specify relevant loan terms upfront.

Solution Highlights: The Quick Intake Form for home equity loan products is a great way to support both your in-branch and over-the-phone loan teams: 

• Quickly capture key details about the application, information necessary to pull credit, and the terms of the loan they would like to explore, whether for a purchase, first lien refinance, HELOC, or home equity loan. 

• Save leads created through this form as applications that can be completed more fully by your loan teams at a later date, or invite the borrower directly from the form to complete the rest of the application.

• Allow non-originators to create and assign loan records to licensed loan officers for follow-up.  

Want to learn more? Reach out to your Customer Success Manager or schedule time with our team.

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