Ability to Send the Date/Time of Pre-Approval Letter (PAL) Generation to Encompass NextGen

Date Available: Available now

Which customers are impacted?: Customers who use Encompass NextGen as their integrated LOS and who issue PALs from their Blend instance may take advantage of this feature. Customers must also enable the feature that allows event notifications to be issued for Blend-generated PALs (see the “Event Notifications for Pre-Approval Letters” Release Note for more information). 

Required?: No, opt-in.

How to turn on: This feature will not be enabled by default. Customers who would like to enable this functionality must: 

1. Add a new, custom field in Encompass: CX.BLEND.PALDATE

   1. This is a string field

2. Email support@blend.com, who will complete the configuration for your tenant

Purpose of Update and Benefit:

Blend has the ability to post the date/time (in UTC) that a PAL is sent to the borrower(s) (if the PAL is generated from the lender application), or when the PAL is downloaded (if the PAL is generated from the Borrower Self-Serve PAL workflow), to a custom field in Encompass NextGen. 

Current Behavior:

No information is sent to Encompass about the Blend-generated PAL. 

New Behavior:

When a PAL is generated in Blend, the current date/time (in UTC) will be posted to a custom field in Encompass (CX.BLEND.PALDATE). 

Note: If the loan is locked at the time the event is emitted, the update will not proceed. If the loan is later unlocked, the update will be re-attempted using an exponential backoff for up to 6 retries over several hours, at which point the event will fail.

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