Loan Officer (LO) Pages

With LO Pages, Blend offers lenders a personalized landing page as a channel to drive borrowers to apply online. LO Pages are an immediate maintenance-free feature enabling rapid value without investment.

• How LO Pages work
• LO Pages branding
• LO Pages configurations
  • Loan Officer description
  • Organization description
  • Licensing information
  • Apply Now button redirect
• Requirements for LO Pages
• LO Pages FAQ

How LO Pages work

You can use your LO Page as a landing page to share with borrowers to apply. Your LO Page will display your profile details:

• Your full name
• Your profile photo
• NMLS ID #
• Email address
• Phone number and extension

Additionally, LO Pages simplify the referral experience with easy-to-text URLs. For example: "apply.lenderdomain.com/loan-officers/jsmith@blend".

Similar to referral links, applications started from your LO Page will be assigned to you.*

*Custom Apply Now button redirect URLs may break loan assignments if not configured properly.

Note: The structure of an LO Page URL is different from a standard referral link. See What's the difference between a referral link and an LO Page URL? for more details.

LO Pages branding

LO Pages are consistent across all users displaying your company's logo on the top left corner and reflecting your current Blend environment theme to keep the look and feel of your organization. This allows for a quick stand-up and maintenance-free feature.

Note: Blend's branding is used in this article for illustration purposes.

LO Pages configurations

There are four components of an LO Page that can be customized. These components are the loan officer description, organization description, your organization's licensing information, and the Apply Now button redirect URL.

• Loan Officer description
• Organization description
• Licensing information
• Apply Now button redirect

LO Pages are configured at the organization level. Any changes to these components will be reflected in all LO Pages and your administrator's approval is required with every change request. If you are a Blend administrator and would like to customize a component of an LO Page, contact Blend Support.

Loan Officer description

The Loan Officer description text under the loan officer's name can be customized.

• The loan officer description is optional and can be left blank.
• Text is limited to 250 characters.
• The loan officer description is a text-only component. Does not support HTML, text formatting, links, or multimedia.

Organization description

The organization description text under About [Your organization name] can be customized.

• The organization description is optional. The About [Your organization name] text will be removed if the organization description is not added.
• Text is limited to 500 characters.
• Supports light HTML for formatting text or inserting a link.
• Does not support multimedia.

Licensing information

You can include licensing information that appears at the end of [Your organization name] Legal Terms pop-up dialog.

• The licensing information is optional.
• Supports light HTML for formatting text or inserting a link.
• There is virtually no character limit.
• The link and the header will be [Your organization name] Legal Terms.

Apply Now button redirect

For customers who don't support self-serve loans through Blend, the Apply Now Button redirect option allows you to redirect borrowers to a specific URL when the apply button is clicked.

Requirements for LO Pages

Lenders with LO Pages must have the following profile details in Your settings > Account > Profile.

Lender's profile details

• Full name and email - The full name and email are required for all lenders and will be displayed on all LO Pages.
• NMLS ID # - The NMLS ID is only required for lenders with the Loan Officer. All other lender roles can leave this field blank.

The user's profile photo and extension will not appear if they are not included in the profile details.

Note: If the phone number is missing from the lender's profile, the organization's Default Support Phone Number (found in Setup > Settings > Organization > General) will be shown.

Role Permissions

The following role permissions are required for users using an LO Page.

• The permission "Have Loan Officer Page" must be set to Always.
• The permission "Visible to borrowers" must be set to Always.
• The permission "Assignable by borrowers" must be set to Always.

LO Pages FAQ

Where can I find my LO Page URL?

Your settings > Account > Profile > LO Page URL. See Finding your referral link for details.

Note: Standard referral links are also found in the LO Page URL for customers not using LO Pages.

Will the standard referral links still work if we start using LO Pages?

Yes. Standard referral links will still work if you start using LO Pages.

What are the differences between a standard referral link and an LO Page URL?

LO Pages simplifies the structure with easy-to-text URLs.