Blend - Borrower Notifications
| Trigger | |
| LO invitation email | When LO invites a first time borrower to complete an online application |
| Borrower Account Creation Email | When borrower creates a Blend account |
| New loan Application for existing borrower | When LO invites a borrower to complete a loan application where the borrower already has an Account |
| Co-borrower email activation (sharing) | When a borrower starts an application and adds another person as Co-applicant |
| Co-borrower email activation (non-sharing) | When a borrower starts an application and adds another person as Co-applicant. The email states that the co-borrowers information will be kept separate |
| Co-borrower email activation - sharing - existing account | When borrower adds co-borrower who already has an account |
| Co-borrower email activation - not sharing - existing account | When borrower adds co-borrower who already has an account. The email states that the co-borrowers information will be kept separate |
| Borrower Email Address Changed | When lender changes the email ID for a borrower |
| New follow ups requested | Lender adds new follow up requests to borrower's application |
Outstanding follow ups reminder | Borrower has at least 1 incomplete follow-up. Email will be sent 48 hours after the borrower's last login, and will be sent a maximum of 3 times. The count resets every time the borrower logs in. |
| Incomplete application reminder | Borrower started an application but did not submit. Email is sent 30 minutes after borrower logs out of application |
| Password Reset | Borrower requests password reset |
| Disclosures Package Ready | When disclosure package has been generated and is ready for completion within borrower's account(s) |
| Disclosures Package Reminder | When borrower hasn't viewed disclosures packages within 24 hours of receipt |
Blend - Loan Officer Notifications
| Trigger | |
| Account Activation | When a user is added to the company's Blend account |
| New Loan from Referral | When a loan is created and initially assigned |
| New loan assignment (added to an existing loan) | When a loan is assigned/reassigned to the user |
| Unassigned loans | Triggered in 4 hour batches on intervals to User Admin role |
| Application Submitted | After the borrower submits loan application |
| Password Reset | Triggered immediately when a user clicks on the “reset password” link |
| Follow ups completed | Triggered after the borrower completes follow ups. |
| Disclosures Package Ready | When disclosure package has been generated and is ready for LO signature |
| Disclosures Package Completed | Disclosures package signing completed by all parties |
| Disclosures Package Expired | Disclosures package has been canceled |