Total Mortgage Services

Borrower Experience 15

• General Blend Login Link
• Borrower Password Reset
• How to resend the welcome email to the Borrower
• Borrower's view of creating their account and completing eConsent on loans started in Encompass and sent to Blend
• Multiple Loans Tied to Borrower Account

View all 15

Import & Sync with Encompass 4

• How often does the Blend-to-Encompass Auto Sync run?
• How to send Encompass loans to Blend
• Where does the LO go to sign Disclosures?
• How to review the status of disclosure packages

Configuration 8

• New Loan Officer Training Materials
• How to add users to my Loan Team
• How to assign additional users to an individual loan in Blend
• How to Setup and Use Follow-Up Templates
• Which files go through Blend?

View all 8

Blend Mobile 2

• Download the Blend Loan Officer app
• Blend Mobile Webinar

General 2

• Blend Follow-Up Best Practices
• Blend eSign Follow-Up Setup

LO Toolkit 9

• How to Order Credit - Blend Desktop
• How to Order Credit - Blend Mobile
• Updating Blend Credit Credentials
• View Product and Pricing - Blend Desktop
• View Product and Pricing - Blend Mobile

View all 9

Borrower Support 10

• Borrower Application - Getting Started / Sign-in (Mobile App)
• Borrower App - My Loan (Mobile App)
• Borrower App - eSigning Disclosures (Mobile App)
• Borrower App - Scanning Documents (Mobile App)
• Borrower App - Mortgage Calculator (Mobile App)

View all 10

Loan Officer Support 10

• Entering Credit Credentials in nCino
• Encompass Loan Push to nCino
• LO App - Adding Partners (Mobile App)
• LO App - Loans Tab
• LO App - Loan Tasks

View all 10

Settlement Agent Support 3

• Creating nCino Closing Portal Account
• Checking Borrower eSign Status for Hybrid Closing
• Reviewing, Downloading and Uploading Closing Docs

Borrower Support 0

Closer Support 1

• Closer Workflow - Encompass

Pre-Approval Letters 2

• Branch Break Out
• Pre-Approval Print Versions

MyTotalMortgage Mobile App 4

• Partner App - Contact Tab
• Partner App - Getting Started / Sign-in
• Partner App - Info Page
• Partner App - Sharing the App

nCino Dashboard 3

• Dashboard - Servicers Page
• Dashboard - Share App Page
• Dashboard - Stats Page