Blend - Borrower Notifications


EmailTrigger
LO invitation emailWhen 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 accountWhen 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


EmailTrigger
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 loansTriggered 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