Creating a Follow-Up Only or Post Submission loan in Encompass and sending it to Blend

Follow-up only loans (also known as post-submission loans) are used to collect borrower documents via Blend without the need to send the borrower a full application in Blend.

• Follow-Ups only loan in Encompass with KensieMae plugin
• Follow-Ups only loan in Encompass with KensieMae Plugin - no B icon

Follow-Ups only loan in Encompass with KensieMae plugin

1. Create a new loan in Encompass and click the B icon.
2. Click Manage Documents.
3. You will be prompted to create a new Blend loan – Click Yes.
   
4. Fill in all fields and click Save Loan Data to push the new loan to Blend.
   
5. After saving, you will be greeted with this screen.
   
6. Success! Your borrower will get an email asking them to log into Blend.

Follow-Ups only loan in Encompass with KensieMae Plugin - no B icon

If the B icon is unavailable to your users before the Blend sync you can create loans by following these steps.

1. Navigate to the Blend Integration screen.
   
2. Enter any value into the CX.BLEND.CREATELOAN field.
   
3. Once a value is entered, click anywhere outside of the field to generate the loan creation pop-up.
   
4. Fill in all fields and click Save Loan Data to push the new loan to Blend.
   
5. Scroll up to verify that the Blend UUID and borrower ID have populated signifying successful loan creation (you may need to exit the loan and re-open to refresh the fields).
   
6. Success! Your borrower will get an email asking them to log into Blend.

Learn what to do if the B button is missing in Encompass.

 Note: Viewing the Blend Integration Form might require elevated Encompass access. If you don't have access to these tools, please reach out to your Encompass administrator for help.