Sync Borrower Preferred Closing Method to Encompass

Date Available: Available now, opt-in

Which customers are impacted?: Customers who meet the following criteria may enable this feature: 

• Use Blend Close
• Have enabled the Preferred Closing Method feature
• Use Encompass as their integrated LOS

Required?: No, opt-in.

How to turn on: This will not be automatically enabled for our customers. If you’d like to take advantage of this functionality, please email support@blend.com.

Purpose of Update and Benefit:

As a follow up to allowing a borrower to add a closing preference, Blend can now export the value selected in this workflow to a custom field in Encompass. 

Current Behavior:

The value selected by the borrower would not be reflected in Encompass

New Behavior:

When closing preference is set, the value is set in a custom field in Encompass (CX.BLEND.CLOSINGPREFERENCE). Customers must configure this field in their Encompass instance prior to enabling this event. It is a string field, and the character limit for this field is 20. 

Please Note: if a loan is locked at the time the value is set, the event will not occur. 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.

0 Votes