Manage borrowers with 3+ support

The Blend Application screen gives you the flexibility to take a full or partial application on behalf of your borrowers in Blend. To continue to unlock additional flexibility and loan scenarios, Blend has added the ability to add 3 or more borrowers to a loan (where applicable).

The Manage Borrowers option under the Application tab makes it easy to add, remove, or make changes to the borrower(s) on a Blend application, all in one simple interface.

Three or more borrowers

Note: Blend does not support full applications for three or more borrowers.

Resources: 

• Enter an application on behalf of a borrower and request Follow-Ups
• Follow-Ups Only

View borrower information

1. Navigate to the Borrower Information section on the Application screen. 

2. Click Manage Borrowers to view and/or edit borrower information.

a. Sharing applicants: 

Have access and authorization to enter financial information on each others’ behalf and will appear together in the "Borrower Pair" section.

b. Non-sharing applicants:

Do not have access and authorization to enter information on each others’ behalf and wish to keep their information separate. They will appear in two different "Borrower Pair" sections.

3. To toggle between borrower pairs, click the drop-down icon next to the listed borrower pair.

Note: If an application has three or more borrowers, you can only view their information in the Application screen; you cannot co-pilot more than two borrowers.

Resource: Add/Delete a Co-borrower  

Modify borrower information

1. Navigate to the Borrower Information section on the Application screen. 

2. Click Manage Borrowers to view and/or edit borrower information.

3. Make edits to the borrower(s) information. 

4. Click Save. 

Notes: 

• You can only add borrowers/borrower pairs before sending the invite to the borrower.
• You can only remove borrowers/borrower pairs before the borrower has started the application.

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.