Funded loan report

Modified on Mon, Apr 21 at 3:39 PM

Next Gen Customers

If you are Encompass’s Next Gen Integration, Blend may be able to automatically pull Mortgage and Home Equity funded loan data via Encompass’s API. Please get in touch with your account representative or reporting@blend.com to see if you are a good fit.

Required Report Context

Blend customers being invoiced on a per completed transaction basis must provide a minimum set of funded loan data on a monthly basis to support Blend invoicing, auditing, and vendor partner obligations.

Required Report Data

If you use the Blend platform or data collected through the platform in any way to complete an applicable transaction, you must complete the following information for all transactions from any source within the reporting period.

A separate file must be generated for each Blend product line the customer is subscribed to. Please refer to your Blend contractual agreement to know what Blend product lines these are

Field	Type	Description	Example	Validation Criteria
Application Source	Text	Source of application	Blend LOS New File
Loan Type	Text	Loan program or product the transaction refers to	Mortgage Credit Card Personal Loan Home Equity Auto Commercial Deposit Account
Completed Transaction Date	YYYY-MM-DD	The date for when the transaction was completed as stipulated in your Blend Contract. Generally, for Mortgage Loans, this will be the date on which the loan is fundedFor other product lines, such as Credit Cards, please refer to your contract signed.	2023-01-01
Loan ID/LOS Primary Key	Text	Primary “system” ID or GUID for the loan in the LOS	{06664dcc-8903-89ea-612sef3t21d}	This is a unique and immutable system id from Loan Origination SystemThis should be the id that is exported back to the Blend Application
Blend ID	Text	The unique id associated with the application made within Blend	93811bd3-3f53-43ac-b2cd-d0879cd5fc75

Required Report Delivery

The month's report should be delivered within 5 days of the following month (e.g. March's funded loan data should be delivered by April 5th)
The report should be generated in a CSV format
The report should be emailed to reporting@blend.com

Please do not email any borrower PII as per Blend's information security policy. If borrower PII needs to be shared, contact Support directly via email at reporting@blend.com for additional instructions on securely transferring the data.