Blend LO Mobile App Settings

Modified on Thu, Apr 10 at 9:36 PM

The Blend LO Mobile app gives Loan Officers the ability to change the default settings to have a more personalized experience.

 

Settings Available for users in the Blend LO Mobile App

 

How to get to the Blend LO Mobile App settings screen

1. Tap your profile picture or silhouette to enter the LO Mobile app settings.

Dashboard1.png

blend_lo_mobile_app_settings.png

 

Blend LO Mobile App Settings Descriptions

View your information

At first glance, you will see your name, email, and NMLS ID.

 

Log out

Tap Log out to log out of the LO Mobile app manually.

exclamation_mark_triangle.png Note: For security purposes, your Blend administrator may have an inactive timeout policy in place that will automatically log users out of the mobile app after a specified duration in minutes. If you are a Blend administrator and are interested in enabling this feature, please reach out to Blend Support.

 

Add new leads to Contacts

Users have the ability to store new leads as contacts in your device. Leave this setting off to add leads on a per loan basis if desired. Refer to Create a new lead to learn more.

 

Change notifications settings

Tap the bell icon to navigate to your device notification settings for the app.

 

Set default email client

Allows users to set a default email app. If you have a preferred email app, tap the envelope icon to view the options and select the mail app you wish to use by default when sending emails from the LO Mobile app.

 

Give feedback and view LO Mobile app version

What can we do to make the app better? Let us know by tapping the exclamation icon to rate the LO Mobile app.

 

View privacy policy

To view Blend's privacy policy for the lender app, tap the padlock icon.

 

Send invite to Blend Agent app

Tap the phone icon to invite a real estate agent to use the Blend Agent app using your link. You will be designated as the default lending partner.

 

Share your application link

Tap the Copy to clipboard button to copy your referral link and share it with your borrowers. Tap the X on the top corner to go back to the overview page.

 

 

DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.

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