To invite the borrower to apply via the online application, follow the steps below:

  1. Click the ‘New Loan’ button at the top right of the Pipeline page in Blend
  2. Enter the borrower’s email address and first and last name > choose the Loan Originator > click the ‘Create’ button
  3. Click the ‘Invite the borrower to complete application’ option on the loan Overview page and click ‘Submit’
  4. Scroll to the bottom of the ‘Review Requested Items’ section and click ‘Submit’
  5. Enter any additional comments you’d like to send to the borrower on the following screen, and click the final ‘Submit’ button to send the email to the borrower