Export a loan from Blend

Modified on Mon, Apr 14 at 2:29 AM

When an application is completed in Blend, whether it is borrower-submitted, or lender-entered, it can be exported from Blend to your Loan Origination System (LOS). In the Application tab, you will find the application export status along with additional details.

 

exclamation_mark_triangle.png Note

  • For customers integrated with Blend. For unintegrated customers, you can find the MISMO in Blend's application package and import it into your system of record.
  • Loan export behavior may be different depending on your environment's configuration.

 

Export statuses in Blend

There are pre and post-export statuses in Blend.

Pre ExportPost Export
Unable to ExportIn Progress
Able to ExportExported on [DATE]
Ready to ExportExport Failed

 

Pre-export status descriptions

Unable to Export

The Unable to Export status applies when all or some of the following required information for export is missing:

  • Borrower(s) SSN
  • Borrower(s) DOB
  • Loan Purpose
  • Loan Originator

Lenders will have the option to export manually when the required information is entered into the application.

blend_lender_unable_to_export_status.png

 

Able to Export

The Able to Export status applies when all required information has been entered in the application by the borrower or lender but the borrower has not submitted the application. Lenders can export the application manually by clicking the export button.

blend_lender_able_to_export_status.png

 

Ready to Export

The Ready to Export status applies when the borrower submits their application in Blend and all required information has been entered. Lenders can export the application manually by clicking the export button.

blend_lender_ready_to_export_status.png

 

Post-export status descriptions

In Progress

In Progress status means the external system has begun an attempt to export this application. No other attempts should be started at this time. When export is in progress, the Blend application will lock to prevent changes until the export attempt has finished.

blend_lender_in_progress_status.png

 

Exported on [DATE]

When the status is Exported on [DATE] (also referred to as SUCCESS) it indicates that the application has been exported from Blend to the external system. The date will be displayed in MM/DD/YY format.

blend_lender_exported_status.png

 

Export Failed

An Export Failed status indicates the application didn't export as expected and export should be attempted again. Blend may display a reason for failed export if it's passed from the LOS. For Encompass Next Gen customers, refer to Encompass Export Errors to learn more.

blend_lender_failed_export_status.png

 

Loan information transferred on export

Loan data and documents are included in an export.

Loan Application DataInformation requested during the application process or entered by a lender in Blend. This information includes but is not limited to:
  • Borrower(s) Name
  • DOB
  • SSN
  • Income
  • Assets
  • Other information
DocumentsDocuments uploaded by borrowers or lenders including but not limited to Government IDs, Credit Authorizations, 4506-T, etc.

 

Manual loan export

Lenders can manually export an application by clicking the export button. Applications must be in Able to Export or Ready to Export status.

  1. Go to the Application tab.
  2. Click the Export button.
    blend_lender_export_app_manually.png

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