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Total Mortgage Training Video: Total Mortgage Blend Training with Rachel- October 2020 Please view our own Total Mortgage training webinar hosted by R...
Wed, 2 Dec, 2020 at 8:03 PM
To view this help topic in the Blend Help Center: https://help.blend.com/hc/en-us/articles/360031788052-Set-up-Loan-Teams-
Tue, 3 Sep, 2019 at 9:10 AM
To add additional users to an individual loan, click on the 'Manage loan team' icon next to the Loan Team section in the loan header in Blend. In t...
Wed, 20 Nov, 2019 at 12:10 PM
Please follow the link below for instructions on setting up and applying follow-up templates in Blend: Blend Follow-Up Templates
Thu, 12 Dec, 2019 at 1:43 PM
All loans are synced and disclosed through Blend. If the file wasn’t originated in Blend, all loans started in Encompass will need to be synced with Blend...
Tue, 3 Sep, 2019 at 9:22 AM
When you archive a loan it removes it from your pipeline. You can access the loan again by searching for it by name or loan number in the top Search bar. W...
Tue, 3 Sep, 2019 at 9:24 AM
Users assigned to the loan in Blend are notified every 15 minutes of Borrower activity on the loan. If the borrower uploads all their requested documents wi...
Tue, 3 Sep, 2019 at 9:25 AM
To assign a Loan Originator to a file in Blend, click the 'Edit' icon next to the loan team > start typing the LO email in the Loan Originator li...
Thu, 31 Dec, 2020 at 10:48 AM