Connectivity Follow-Ups

Modified on Thu, Apr 10 at 5:44 AM

Blend has improved the user experience for Follow-Ups to make it more intuitive as to which ones have the connectivity capability.

Asset statement Follow-Up

Blend has consolidated Financial Statement and Bank Statement follow-ups into one new follow-up, called Asset Statements.

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In the follow-up, you can request that borrowers connect to their accounts or upload their financial statement documents.

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Paystubs, Tax Returns and W-2 Follow-Ups

Loan Teams can use the Document upload option in the follow-up request interface to ask for copies of Paystubs, Tax Returns, and W-2s.

Loan teams can specify year(s) for Tax Returns.

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For W-2s, loan teams can specify the year(s) and employers within the request interface.

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