Borrower Experience

How to Check the Status of a Disclosure Package
To check the status of a disclosure package, click the Follow-Ups tab in the loan in Blend.  There is a Disclosures section that shows packages sent.  If th...
Mon, 18 Nov, 2019 at 1:23 PM
How to send an application to the borrower
To invite the borrower to apply via the online application, follow the steps below: Click the ‘New Loan’ button at the top right of the Pipeline page in B...
Fri, 30 Aug, 2019 at 10:49 AM
Manually Uploading Account Statements
The borrowers are able to manually upload their statements – both in the online app, and through the manual follow-up request for Asset Statements by follow...
Thu, 31 Oct, 2019 at 9:14 AM
How to Request Documents in Blend
Please follow the link below for more information on follow-ups in Blend: Blend Follow-Ups
Thu, 12 Dec, 2019 at 1:43 PM
Blend Asset Connectivity - How to advise my borrower?
Borrowers may consent to share account username and password information with Blend.  In order to obtain financial information on the borrower's behalf,...
Wed, 8 Sep, 2021 at 12:58 PM