Self-Serve Administration

Blend enables lender administrators to manage areas of their Blend environment in the Setup panel without requiring engagement from Blend Support, giving them greater control over their Blend environment.

• Accessing the Setup panel
• Administration
  • Users
  • Borrowers
  • Role Permissions
  • Group Settings
  • Credentials
• Settings
  • Organization
  • Branding
  • Analytics
  • Title
  • Tax Transcripts
  • Email Reminders
  • Support Banners
• Security
  • Setup Audit

Accessing the Setup panel

The Edit-client system config role permission is required to access the Setup panel.

1. Go to Your settings
2. Click Setup

Administration Sections

Click through each of the Setup areas below to go directly to the section and learn more.

Administration

Administration - Users

In Users, Blend administrators can:

• Manage lender user accounts: Add, edit, or delete users.
• Reset MFA for lender user accounts
• Unlock lender user accounts
• Trigger password reset emails for lender users
• Bulk import or edit lender users
• Download a CSV file of all users in your Blend environment

Users - Role Permissions

• The View users role permission is required to view the Users section in Setup.
• The Edit users role permission is required to make changes to users.

Administration - Borrowers

Loan teams with access to the Borrowers section can search for a borrower using the borrower's email address and perform the following actions:

• Reset borrower's MFA
• Unlock a borrower's account
• Trigger a password reset email for borrowers

Refer to How to assist borrowers with login issues to learn more about these tools.

Borrowers - Role Permissions

Blend encourages administrators to enable loan teams with access to the Borrowers section so they are equipped with the necessary tools to assist borrowers with resetting MFA, unlocking dormant or locked accounts, and triggering password resets for their borrowers.

• The View borrowers role permission is required to view the Borrowers section in Setup.
• The Reset borrower authentication role permission is required to reset a borrower's MFA.

Administration - Role Permissions

The Role Permissions section in Setup gives Blend administrators the ability to manage loan team members' access levels to different areas of Blend. Refer to User roles and permissions in Blend for more details on individual permissions.

Permissions required to view, create, edit, or delete roles are:

• View roles
• Create roles
• Edit roles
• Delete roles

Note: Role permissions are managed by Blend Administrators in your organization. Blend Support does not manage updating role permissions.

Administration - Group Settings

In the Group Settings section of the Setup panel, branch managers can create a group or branch in their organization. To learn more about Team Grouping, see Team Grouping and Loan Views by Groups.

1. Go to Your settings > Setup > Group Settings
2. Create a new group by clicking the Create new group button. To edit an existing group, click the group's name in the list
3. Make the necessary group changes
4. Don't forget to save your changes

Administration - Credentials

Blend administrators can manage Loan Product Advisor (LPA), Desktop Underwriter (DU), FHA, and Netpay credentials if applicable directly from the credentials section in the Setup panel.

Credentials - Role Permissions

The Edit client-facing system config permission is required to make changes in the credentials section.

To enable LPA, DU, or FHA fields

1. Go to Your settings > Setup > Credentials
2. Click Edit
3. Check the box of the feature you wish to enable and enter the credentials
4. Click Save

 Note: To enable dual AUS, reach out to Blend Support.

To update credentials

1. Go to Your settings > Setup > Credentials
2. Click Edit
3. Make the necessary edits
4. Click Save

Note: Credentials passwords will be masked after saving changes and cannot be viewed. If you believe the password may be incorrect, re-enter the correct password and Save changes.

Settings

1. Go to Your settings > Setup > Organization
2. Click Edit to make changes
3. Click Save

Note:

• The Support Contact Info tab will only display products that are enabled in your environment. To enable other loan types or products, please contact your account team.
• DNS CNAME entries must be updated before updating contact email addresses using a different email domain, failing to do so may result in undeliverable emails from Blend. To request SES records, reach out to Blend Support.

Blend administrators can update the branding characteristics of their environment. See Configure branding in Blend to learn more.

To update branding characteristics

1. Go to Your settings > Setup > Branding
2. Click Edit
   To update a color - enter the hex code or click the box to choose your desired color from the color picker
   To update a logo - click the logo placeholder > click upload > and upload the logo from your computer
3. Click Save

Settings - Analytics

The Analytics page allows Blend administrators to control Blend-supported tag managers. Tag managers include Google Tag Manager, Ensighten Manage, Adobe Launch, and Tealium.

To activate the Analytics menu, Blend administrators can reach out to Blend Support. Please be sure to provide the required fields to connect your Analytics platform; please note they vary depending on which platform and the above linked articles can help with the specifics. After enabling, Blend administrators can manage analytics settings through Setup.

1. Go to Your settings > Setup > Analytics
2. Click Edit to enable the settings
3. Make desired changes
4. Click Save

Settings - Title

The Title page in Setup allows lenders enabled with Blend Title to manage general title settings.

Title - Role Permissions

The Edit title config permission is required to make changes in the Title section. The Cancel title and Order title permissions allow users to cancel or order title at the loan level.

To edit Title details

1. Go to Your settings > Setup > Title
2. Click Edit to enable the settings
3. Make the desired changes
4. Click Save

Settings - Tax Transcripts

Settings for the Tax Transcripts workflow are available in the Setup panel. Blend administrators can review the tax transcript settings to ensure they are configured correctly or make changes if needed.

To edit Tax Transcripts settings

1. Go to Your settings > Setup > Tax Transcripts
2. Click Edit to enable the settings
3. Make the desired changes
4. Click Save

Settings - Email Reminders

Blend administrators configure tenant-level email reminders. To access the Email Reminder settings go to Your settings > Setup > Email Reminders and refer to Tenant-level email reminder settings for more.

Settings - Support Banners

Blend administrators can set up support banners to communicate announcements, alerts, reminders, or similar notifications regarding the availability and operation of the platform.

Support Banners can be displayed to lender users or borrowers independently. For lenders, it will be displayed to all internal users. Users can dismiss the banner by clicking the Dismiss link on the banner and it will reappear on the session or if they refresh their browser. For borrowers, it can be configured per loan type (Mortgage, HELOC, HELOAN, etc.) supported by your environment.

Additionally, Support Banners can be scheduled ahead of time by filling out the start and end date and time details. To set a banner immediately, do not set the time zone, start and end date/time.

Note:

• Support Banners are an opt-in feature. Contact Blend Support or your Blend representative if you wish to enable it in your environment.
• Support Banners are not intended to provide disclaimers, disclosures, or legally-significant notices, or to obtain consents, authorizations, or other agreements.

To set up a Support Banner

1. Go to Your settings > Setup > Support Banners
2. Click Edit
3. Add or remove the banner details
4. Click Save

Security

Security - Setup Audit

The Setup Audit is a read-only page that shows an audit trail for changes made in the Role Permissions, Credentials, Branding, Analytics, and Title sections in Setup. The last 20 actions will be displayed on this page. Each entry will display the local date and time, the user who made the change, and the description of the action taken. You can download a CSV report by clicking the download link in the description to view more entries than what's displayed on the Audit page. The report will contain changes made over the last month.