Getting Started (65)
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Letter of Explanation (LOE): gift letter
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Letter of Explanation (LOE): credit inquiry explanation
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Letter of Explanation (LOE): Large Deposits
Getting Started (3)
A collection of quicksmart materials to help you set up and begin using Blend
Product Help (24)
Helpful information and step-by-step guides to help users navigate Blend from origination to close
Blend Asset Connectivity (5)
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Refreshing Assets in Blend
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How to find the Asset Reference Number (RefID)
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Blend Generated Assets Statement
Blend Basics Learning Videos (12)
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Getting Started (borrower experience) - Blend Basics video
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Email Borrower Invite - Blend Basics video
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Assets - Blend Basics video
Blend Close (25)
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Signing the digital promissory note (eNote)
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Creating a cropped transparent signature to use in Blend Signing Room (BSR)
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Redrawing a closing package
Blend Follow-Ups (15)
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Blend Sign video - Add a manual Follow-up with eSignature(s)
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If you're not ready to send follow ups just yet, save them as a draft
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Custom Footer Message for Blend Generated Gift Letters
Blend LO Mobile App (15)
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LO Mobile walk-through video
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LO Mobile - Create a new lead
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Role permission to access the Blend LO Mobile App
Blend Login and Setup (8)
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Confirm profile details - for processor and assistants
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Adjusting the timing and total number of email reminders
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Confirm profile details - for loan officers
Blend Settlement Agent Workspace (9)
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Settlement Agent Workspace - Account Activation
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Settlement Agent Workspace - Sharing a Closing
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Settlement Agent Workspace - Basics Video
Income Verification (9)
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Borrower experience with Blend Income
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Lender experience with Blend Income
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Blend Income generated documents
LO Toolkit (20)
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LO Toolkit - Navigation - Toolbar, sidebar & responsiveness
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LO Toolkit - LO Mobile video
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Pre-Approval Letter - Borrower Experience
LOS Integrations (5)
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Where is the 1003 PDF on New URLA Applications?
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Fiserv Mortgage Director integrations summary
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Export a loan from Blend
Blend Administration (3)
A space for Blend Administrators containing articles for managing your organization's details, users, and reporting
Support (2)
A collection of troubleshooting and how-to guides