Automated emails and triggers for Blend Close

Modified on Thu, Apr 10 at 4:53 AM

Learn about the different automated Blend Close email types and recipients.

Note: The emails below may have custom language approved by your institution that may be different than what is described.

Borrower Automated Emails and Triggers
Email Type	Trigger Logic	Subject Line and Email Text
Review Closing Documents	The Closing Package has been uploaded to the borrower Redraw the initial closing package and resend a new package	Subject Update: You have new tasks to complete Body Hi [Borrower name], Please login and review your closing documents. Be sure to review as soon as possible to keep your closing moving forward.
Reminder to Review Closing Documents	Review task has not been completed (daily through closing)	Subject Review your Closing Documents Reminder Body As a reminder, you have closing documents that are awaiting your review. These documents are for optional review prior to closing and do not need to be signed. Please make a note of any questions you have and the title agent will be able to answer them at the closing.
Sign Closing Documents	Sign-ahead documents have been released to the borrower	Subject Sign your Closing Documents Body Hi [Borrower], your closing documents are available for signing. Please log in to sign them as soon as possible to keep your closing moving forward.
Sign Promissory Note	When the promissory note is released for the borrower to sign	Subject Your promissory note is available for signing Body Your promissory note is available for signing. Please log in to review and sign as soon as possible to keep your closing moving forward.
Reminder to Sign Closing Documents	Twice a day if the eSign task has not been completed (10 am and 2 pm PST)	Subject ACTION NEEDED - Please sign your closing documents today Body Some of the parties in your loan have not e-signed their closing documents yet. Log in (or ask your other loan participants) to e-sign the missing documents to keep your closing moving forward. Hi [Borrower name], Please sign these documents before meeting with your notary.
Reminder with multiple close tasks to complete	Daily if multiple tasks have not been completed	Subject [Lender] - REMINDER: Outstanding Packages ready for you Body Hi [Borrower name], As a reminder, you have multiple outstanding document packages that are awaiting your review and may include time sensitive items. These packages include: Sign Promissory Note eSign Closing Documents Review Closing Documents To review as soon as possible, please log in to your account using the link below.
Closing Appointment Confirmed	When the Notary has confirmed the RON appointment time.	Subject Closing Appointment Confirmed Body Hello [Borrower], We are confirming your online signing appointment on [Month] [Day] at [Hour] Pacific Time (America/Los Angeles) with [Notary]. We will be meeting and signing the documents online. You can access your documents and online signing appointment link by logging into [URL]. Please make sure to have your driver's license or a passport, and a mobile phone with you for the appointment and be prepared to answer knowledge based questions to verify your identity. The Signing Room will have a video chat feature for us to communicate. If there are multiple signers on this mortgage then they can join from the same device or from different devices. You will need to meet the following system requirements in order to connect with the notary online. If you do not have any of the following please let us know as soon as possible. Access to a desktop or laptop computer with a webcam and audio Google Chrome downloaded as the web browser - download Chrome here Reliable high-speed internet connection at the closing time - recommended at least 10 MBps upload speed - test your internet speed here A passport or driver’s license A mobile phone If you have any questions, please contact us at scheduling@blendnotary.com. Additionally, please let us know immediately if you will be located overseas at the time of signing.

Closer Automated Emails and Triggers
Email Type	Trigger Logic	Subject Line and Email Text
New Closing Assigned	Closing Package has been uploaded	Subject Closing for [Loan number] - [Closer] Successfully Submitted Body Closing for loan [Loan number] has been submitted with the following details: Closing Type: HYBRID Closing Date: [Month Day] Settlement Agent: Title Agent <title@title.com> The settlement agent on record has been sent a copy of your lender closing documents and will be able to view them in their Settlement Agent Workspace. You will be notified about the status of this closing through email
Promissory Note has been issued to borrower	The Promissory Note has been surfaced to the borrower	Subject Sign Promissory Note Issued - Loan Number [Loan number] Body Hi [Lender], Sign Promissory Note issued. You can track the status of the package on the 'Disclosures' tab for the loan or (if you have access) via the LO Mobile App. Loan Number: [Loan number] Recipients: [Name] - user@email.com - Borrower
eSign documents complete	When Borrower Signs Documents -- Closer email (received when all signers sign)	Subject eSign Documents Completed for loan [Loan number] – [Borrower name] Body All borrowers designated for loan [Loan number] - [Borrower name] have signed their sign-ahead documents electronically. To review these documents, please log in to your Loan Origination System. The Settlement Agent on record for this closing will manage the signing of the ink sign documents. You will be notified when an electronic copy of those documents is uploaded to the Settlement Agent Workspace.
Ink signed closing documents available	Settlement agent uploads ink signed documents	Subject Ink-Signed Closing Documents Available for Loan [Loan number] – [Borrower name] Body The Settlement Agent on record has uploaded an electronic copy of the ink-signed closing documents. You can view the signed documents in your Loan Origination System or in the Blend Application page for the loan.
Settlement agent uploads any 'additional' closing documents	Settlement agent uploads Pre Closing/Trailing/Additional Closing Documents	TBD
Reminder to sign closing documents	Twice a day if eSign task has not been completed	Subject ACTION REQUIRED - Closing Documents not Completed by All Recipient(s) Body Hi [name], Closing Documents has not been completed by all recipients and the last automated reminder email was sent. Please check in with your recipients if they need to complete the task. If the disclosure you sent is no longer relevant, make sure to cancel it. Recipients that have not completed the task: Recipient Name

Loan Team Automated Emails and Triggers
Email Type	Trigger Logic	Subject Line and Email Text
Closing Created / Documents Sent to Borrower	Closing Package has been uploaded and sent to Blend	Subject Closing Documents Sent for Loan with Primary Borrower Elmer Body Hi [Lender user], The Closing Documents were sent to all necessary recipients for Loan Number [Loan number]. You can track the status of these closing documents in the Application Page for the loan. Recipients: [Recipients]
Closing Redrawn (before completion)	Closing is Redrawn/Canceled before the borrower	Subject Review Closing Documents Expired - [Borrower name]: [Loan number] Body Hi [Lender user], The disclosures sent to the recipients are no longer current. Please provide updated disclosures to the borrower if they would like to proceed. Recipients:
Closing Redrawn (after completion)	Closing is Redrawn/Canceled	Subject Review Closing Documents Expired - [Borrower name]: [Loan number] Body Hi [Lender user], The disclosures sent to the recipients are no longer current. Please provide updated disclosures to the borrower if they would like to proceed.
Reminder to sign closing documents	Twice a day if eSign task has not been completed	Subject Twice a day if eSign task has not been completed Body Hi [Name], Closing Documents has not been completed by all recipients and the last automated reminder email was sent. Please check in with your recipients if they need to complete the task. If the disclosure you sent is no longer relevant, make sure to cancel it. Recipients that have not completed the task: Recipient Name
eSign documents complete	When Borrower Signs Documents -- LO email (received when all signers sign)	Subject eSign Documents Completed for loan [Loan number] – [Borrower name] Body All borrowers designated for loan [Loan number] - [Borrower name] have signed their sign-ahead documents electronically. To review these documents, please log in to your Loan Origination System. The Settlement Agent on record for this closing will manage the signing of the ink-sign documents. You will be notified when an electronic copy of those documents is uploaded to the Settlement Agent Workspace.

Settlement Agent Automated Emails and Triggers
Email Type	Trigger Logic	Subject Line and Email Text
New Closing Assigned - Not Activated Settlement Agent Workspace Account	Blend UI - New closing assignment	Subject New Closing Assigned from [Lender] with Closing Date Yet to be determined Body Hi [Recipient], You have been assigned to a loan from [Lender]. Use the temporary password sent in a separate email from Blend and your account email shown below to activate your account and complete your assigned tasks. Account Email: [email@email.com] Closing Date: Yet to be determined [Lender] Loan Number: [Loan number] If you are not a settlement agent or the intended recipient, please delete this email. Trouble signing in or have other questions? [Contact Support Link] If the button above is not visible, use the following link: [Activate link]
New Closing Assigned - Not Activated Settlement Agent Workspace Account	Blend UI - New Closing Assignment	Subject New Closing Assigned from [Lender] with Closing Date [Date] Body Hi [Recipient], You have been assigned to a loan from [Lender]. Use the temporary password sent in a separate email from Blend and your account email shown below to activate your account and complete your assigned tasks. Account Email: email@email.com Closing Date: [Date] [Lender] Loan Number: [Loan number] If you are not a settlement agent or the intended recipient, please delete this email. Trouble signing in or have other questions? [Contact Support Link] If the button above is not visible, use the following link: [Activate link]
Settlement Agent Workspace Account Activation Temporary Password	Blend UI - First Time User Closing Assignment	Subject Your Temporary Password to Log into Blend Body Your temporary password is: [Temporary password] You will need to enter the above password on the initial login screen. If you have any questions or cannot access your account, please contact support@blend.com If the button above is not visible, use the following link: [Activate link]
Settlement Agent Workspace Email MFA	Settlement Agent Workspace Email MFA	Subject Your [Organization] Authentication Link Body Hello! You are receiving this email because you are currently attempting to log into Blend. Please use the following link, which includes a one-time temporary access code, to complete the login process: [Activate link]
Closing documents have been uploaded to the Settlement Agent Workspace	Blend UI - Closing documents have been uploaded	Subject Closing Documents Provided from [Lender] for [Borrower name] Body Hi [Recipient], [Lender] has sent closing documents for the following loan: [Lender] Loan Number: [Loan number] Borrower Name: [Borrower name] Closing Date: [Date] Sign in to view this loan and complete assigned tasks.
New Closing Assigned from the lender for borrower name	Closing Package has been uploaded	Subject New Closing Assigned from [Lender] for [Borrower name] Body Hi [Recipient], You have been assigned to a loan from [Lender]: [Lender] Loan Number: [Loan number] Borrower Name: [Borrower name] Closing Date: [Date] Sign in to view this loan and complete assigned tasks.
Closing Document Provided	Redraw and resend a new package	Subject Closing Documents Provided From [Lender] for [Borrower name] Body Hi [Recipient], [Lender] has uploaded closing documents for the following loan: [Lender] Loan Number: [Loan number] Borrower Name: [Borrower name] Closing Date: [Date] Sign in to view this loan and complete assigned tasks.
Sign ahead documents completed by borrower	Blend UI - Sign ahead documents have been completed by the borrower	Subject Sign Ahead Documents Received for Primary Borrower Lessie solutions are Complete Body Hi [Recipient], The sign ahead documents have been completed by the borrower(s) for the following loan: [Lender] Loan Number: [Loan number] Borrower Name: [Borrower name] Closing Date: [Date] The lender has already received a copy of these documents.
Pre Closing Documents Provided		Subject Preliminary Closing Documents Provided From [Lender] for [Borrower name] Body Hi [Recipient], [Lender] has sent pre-closing documents for the following loan: [Lender] Loan number: [Loan number Borrower Name: [Borrower name] Closing Date: [Date] Closer: [Closer name and email] Sign in to view this loan and complete assigned tasks. Trouble signing in or have other questions? Contact Support
Reminder to sign closing documents	Twice a day if eSign task has not been completed	Subject ACTION REQUIRED - Closing Documents not Completed by All Recipient(s) Body ACTION REQUIRED - Closing Documents not Completed by All Recipient(s)