Blend
b-1-13 If the client is applying for a loan on their own and select the option for "not working with a loan officer," where does that loan go?
To the Pipeline, Loan Originator will show up as Unassigned Admin can assign loan to an LO. Needs these permissions: View loans - always Assign users to loans - always Receives notifications about unassigned loans - always (optional but helpful)
b2-4 What are all the ways new loans can be started in Blend? (Hint: there are 5 ways)
1. Borrower starts new app by self 2. LO invites borrower by creating the application 3.LO Referral link (e.g. custom buttons) 4.Integration from another system (e.g. CRM, LOS) 5.Existing borrower accesses their account and submits a new application
b1-10 My borrower clicked their invitation link and it said it was expired. How long do links take to expire and can a new link be sent to the borrower?
7 days if it includes SSN for security purposes 30 days without SSN Or, unless a new invitation is sent To resend an invite, go into the loan > click Resend Invite button upper right (can select which borrower(s) to receive the invite https://help.blend.com/hc/en-us/articles/360032149671-Re-send-an-Invitation-to-a-borrower
b1-22 How can I turn off the constant notifications of people uploading documents etc.? I am not the originator for some of these loans, but I am the loan originator for some of them?
Account settings > Loan Team > Loan Notifications > check skip notifications for loans I don't originate Loan Originator will see notifications for their loans, can't turn off Outside of Blend, can create email filter Internal Admin or IT can help out with that too Admin can access Admin panel > Role Permissions > Assign section > turn "Receives notifications about unassigned loans" to never
b2-26 (Not a question from LO, show me screenshots) Please provide the steps to enable your super account to have access to more loan types.
Admin > Users > Edit Users > Find Users> add loan types.>hit update (fyi when you hit the update user button, the option to add 2fa is presented )
b2-25-1 Where is the encompass ID found?
Admin>Integrations>Look Loan Origination System
b2-17 How do I export the application and docs from Blend to Encompass? This for Encompass v1 with auto sync?
After the Borrower submits or the LO exports the loan, the loan will automatically import into Encompass (and export back to Blend) The loan and docs will continue to update every 10-15 minutes Not all clients on Auto sync (Ellie Mae charges $5k)
b2-20 We have a user who is assigned to group unassigned loan support. This group has the permission to modify archived loans set to always, but he is unable to archive a loan. Please advise. See screenshot below.
Although he has the permission to "Archived Loans" (under Modify) set to "Always," he must also have "Work on Loans in Processes" set to "Always" as well in order to archive a loan. https://blendlabs.atlassian.net/wiki/spaces/CS/pages/376963330/Guide+to+Utilizing+Blend+Roles+and+Permissions
b2-29 Please help unable to import. See Screen shot below. I am trying to import into Encompass. What is the Config setting
Authentication error - Admin should check to make sure user has permission to do this Admin > Roles > View > Export Loans turned on EXAMPLE LOA trying to export loans for LO, but don't have permissions Not error, actually OAI Can go to Admin for enhanced permissions, or wait for LO to return to export it
b2-12 Hi! I'm an admin at Loan Flight and I need you to make the attached document a required follow-up for all borrowers to complete. Can you get this done asap
Blend does not offer a workflow for accepting payment card data via submission of follow-up documents. The follow-ups feature enables borrowers to securely submit a variety of information to Blend. However, the handling and storage of payment card data carries an elevated level of risk and additional control requirements mandated by the PCI Council. Blend is a PCI compliant service provider for credit pull use cases within the application, but a compliant fee collection workflow is not yet supported. Collection of payment card data for payment of fees must be handled outside of Blend at this time. We apologize for any disruptions that this might cause. Blend is exploring methods for providing compliant and secure fee collection functionality, and updates will be communicated via release notes as new information becomes available. The Blend security team is happy to discuss this issue in more detail if needed. Thank you for your continued partnership, and for working with the Blend team to protect consumer payment card information in all forms. https://blendlabs.atlassian.net/wiki/spaces/PKB/pages/499089492/Follow-ups+Enablement+Guide
b1-15 When can a co-borrower be added to a loan application? Can you explain both the Lender flow and the borrower flow?
Borrower Side when you're in getting started. the primary borrower will be asked, are you working with someone. From the borrower side a borrower can add a Co borrower when you're in getting started, and they can specify I am playing with someone and they can put in the code bars information. Lender Side: LO can add a co-borrower(s) up front when creating a new application to invite LO can add co-borrower(s) up until borrower activates account Borrower can add co-borrower during their application as well Flow Borrower can apply using a referral link, by logging into an existing loan and clicking their name in right corner, API from another system, General Apply link or if the LO creates a loan and invites the borrower (co-borrower can be added at that point) Borrower activates their account and goes through the application process. They can add the co-borrower(s) during the Getting Started section early in the process
b2-6 I was editing my borrower's application yesterday but now I cannot, everything is grayed out. What happened and how can I edit?
Borrower might have activated their account. Once that happens, LO cannot edit, unless taking over, which is irreversible Could Co-Pilot depending on section and info Or, Borrower might have submitted the application and triggered TRID, which means LO can no longer edit in Blend. Has to be edited in LOS now.
b2-8.1 What Information does borrower see once LO takes over the loan
Borrower only sees Follow-ups at that point (Test this yourself)
b1-11 Good morning- if a customer has outstanding follow ups how long will they continue to receive reminder email notifications? And what is best practice to stop the notifications if the follow up is no longer needed? We have a customer who is still receiving emails but the loan has closed and funded.
Borrowers will receive reminder emails every 48 hours until 3 have been sent Go into the Pipeline, access the loan, go to Follow-Ups and click the ellipse, select Turn off Notifications to All Borrowers. Can also go into Follow-ups and click the ellipse next to each follow-up, can mark as complete or delete it if not needed If loan is no longer needed, you could archive the entire loan and notifications will be archived
b2-13 Hi Blend Support, HMC Tami does not have the ability to edit the above referenced application in Blend. Based on the information found in the Help Center, it is our understanding she should have the ability to assist her customer with some updates to the current address for B2 but she does not have the option, below is her view. We have confirmed the customer is no longer working on the application and has logged out. Can you please help me understand why she does not have the ability to edit this app and what can be done to allow her to edit? (See screenshot below
Can re-invite the borrower and use Co-Pilot to walk them through Or, better option at this point is probably to take over the application. However, that option is not showing, which probably means it's not a current role permission that is on ROLE PERMISSION - To allow for this permission > Admin would go into Admin panel > Roles > select the correct role for this LO > in Modify section, make sure Perform Lender Takeover is selected to Always. CONFIGURATION - Also, can double check Admin pane > Configuration > Application Logic > "Disable Takeover for Lenders" is turned on
b1-17 I have two individual borrowers that applied separately, how can I merge their applications together?
Can't actually merge Options If early in application (e.g. Getting to Know You), could always archive two existing loans and start 1 new one If later (both in review and submit) and completed most of the application, have them submit their applications Once it's exported to LOS, follow internal procedures on how to proceed https://help.blend.com/hc/en-us/articles/115002020051-Manage-co-borrower-experience#merge
b2-28 My borrower wants to apply alone now. They originally applied with a co-borrower. How can the co-borrower be removed? If they change their mind can I add the co-borrower back to the application?
Can't remove a co-borrower if added - linear application If the borrower hasn't Activated (completed Getting Started), LO can edit borrowers and remove a co-borrower (Manage Borrowers at top)(NOT TECHNICALLY ADDED YET) But, if Borrower has completed Getting Started, LO or Borrower CANNOT remove a co-borrower any longer. You'll have to export the application as is, then follow any internal procedures with removing the co-borrower. https://help.blend.com/hc/en-us/articles/360032341651-Add-Delete-a-co-borrower Shared application - Early On in process Archive Start brand new loan Later On in process Finish the application Follow internal procedures once loan has been exported to LOS Non-Shared application Early On in process Archive Start brand new loan Later On in process Finish the application Follow internal procedures once loan has been exported to LOS Primary borrower has submitted, co-borrower has not logged in Option 1 - Tell co-borrower to log in Option 2 - Take Over application, enter info on behalf of borrower, and export Option 3 - If co-borrower won't give information, Download application package, download MISMO, and manually import into Encompass or LOS
b2-7.1 What data is needed to export a loan
Cannot export without Borrower SSN, Borrower DOB, Loan Purpose and Loan Originator
b2-7 The client did not complete the SSN and DOB portions because he was uncomfortable. He provided them over the phone. How can I add them to the loan? If not, can I export without them?
Cannot export without Borrower SSN, Borrower DOB, Loan Purpose and Loan Originator If the borrower didn't activate, can input right in Loan If borrower completed Getting Started (e.g. activated), LO can't edit the application, unless Take Over Co-pilot - CAN edit SSN and DOB To edit SSN and DOB, LO can take over the application, but in that case, borrower can no longer edit it; just the LO
b1-2 I cannot seem to find the initial account setup email. Where is it?
Check your spam folder if it's not in your inbox. Admin can go into Admin Settings > Users > Find the user > Resend Activation Link button at top
b1-19 The co-borrowers activation email has expired, how can we resend it? What point in Blend is a co-borrower actually invited to work on their portion of their app?
Click into the loan, click Resend Invite button, and select the co-borrower to resend the invite to "Not sharing 1 or more parts" - CB invited after borrower finalizes the Getting Started section (first section), complete full application "Sharing" - CB invited after borrower submits application. Co-borrower will need to complete follow-ups
b2-2 Customer is not getting an email invitation to e-sign? Why would this be? How do I invite the borrower?
Did they submit the application? If not, they need to do that first in order to receive the follow-ups, including e-sign. If they submitted, did LO send the follow-ups? Were they included in the application flow automatically? If not, can manually send them: Go to to application > Follow-ups at the top > Add >Start New List > find the follow-up(s) to send and add to the list > Upload or Select From Template (LOs probably just select existing templates added by Admin) >review request > send request
b2-10 Hi! I accidentally marked Other Disclosures as canceled. Can this be reverted? Also, can you remind me where do LOs sign disclosures?
Disclosures are follow-ups in Encompass, get pushed to Blend If you cancel it, just go back to Encompass and re-issue it LOs can sign by going to Follow-ups > Your To Do List section, and signing there https://help.blend.com/hc/en-us/articles/360018353751-Lender-disclosure-user-guide
b1-23 A First Republic Bank RM is asking for a password reset as he is locked out of his account. How would you help? (Hint: trick question)
Do they have SSO? Admin > Configuration > Security > Allow SSO Logins checked? to see if it's on Instruct them to talk to their internal IT team to work out SSO login credentials
b1-5 Can we have a summary or list of all the emails that are sent to borrowers during the application process, and what triggers them to be sent? For example, a reminder email is sent one day and one week after a new checklist document has been added, etc.
Emails Activate account Account has been activated Complete the application Complete a Follow-Up request Turn off Follow-Up email reminders Mark a Follow-Up complete/Delete a Follow-Up If your borrower stops short of submitting their application or doesn't complete a process, they will receive an email reminding them to complete it 24 hours after their application session ends. The email subject will read: "You're almost done!" If the borrower does not complete the follow-up request in Blend, they will continue to receive this follow up reminder email once every 48 hours for a total of 3 times. The activation link is active for 30 days if the borrower social security number is NOT entered in the application. The activation link is active for 7 days if the borrower social security number is entered in the application. https://help.blend.com/hc/en-us/articles/115002321112-Borrower-email-notifications-and-reminders
b2-5 The borrower is trying to login but it says his email address already exists?
Get out of SIGN UP page and go to LOGIN page Would indicate that Borrower has already activated their account If they're having trouble logging in again, go to the login page and click "Trouble Signing In" link to reset password If issues finding email, look in Inbox, Spam and Trash folders
b1-9 How do I add a co-borrower? I don't want to save and lock it before I add an additional borrower. How many borrowers can I have on a loan file?
Go into the Pipeline and click on the application, go to Manage Borrowers and you can add co-borrowers there. How many borrowers can I have on a loan file? No Limit LO Can't manage this though once the borrower activates their account (clicks the activation link) Some pre-approval actions only support loans with up to 2 borrowers. To perform these actions, you can either delete a borrower or export the loan to your LOS. You can only have 1 co-borrower for the full application experience. No technical limit on borrowers pairs https://help.blend.com/hc/en-us/articles/115002020051-Manage-co-borrower-experience
b2 -27 How do I add e-signature for my borrowers to sign the document?
Go into the loan > Follow-ups > Add > Create New List > select the document > MAKE SURE SIGNATURE IS SELECTED and pick a file from the template Can build Docusign document using builder, drag and drop fields Co-borrowers show up in upper left dropdown, add for each borrower https://help.blend.com/hc/en-us/articles/115003575423-Request-an-e-signature-Follow-Up My borrower wants to apply
b2-24 How do I know if the borrower has or does not have consent to fill out co-borrowers info?
Go into the loan, go to Activity and find "Borrower has coborrower authorization" If it is Yes, consent was given. If No, it was not given
b1-21 I don't see the button to export a loan if I keyed it. How do I get that over to my loan system?
Go into the loan, hover over "Export" button to see the list of requirements for the loan to get exported (SSN, DOB, Loan Purpose, Loan Originator) Automatically exported to Encompass LO can press Cloud Export button once info is added Make sure Roles > View > Export Loans is always
b1-16 How do I add my LOA to my pipeline?
Go to Your Settings > Account >Loan Teams > add the User in My Loan Team, save changes That person cannot be removed from the Loan Team however; the assigner would have to make that change Can bulk reassign by selecting multiple loans in the Pipeline > Reassign Loans Make sure Loan Originator is the same for all selected, otherwise they'll become Unassigned if there are different Loan Originators
b1-20 am not receiving a text message with a code. I have requested it several times but have not received it.
I am not receiving a text message with a code. I have requested it several times but have not received it. MFA might not be configured in Security settings. Make sure that's on. Make sure user has it checked in User settings (if configured per user in Admin settings) Or, if it is configured, go to the user, click on RESET MFA button https://blendlabs.atlassian.net/wiki/spaces/CS/pages/1471185001/Troubleshooting+MFA+issues
b2-14 We are curious if there is a way to change the documents auto requested in Click N Close. We keep seeing Year End Paystubs requested from 2017 & 2018 and would like to remove those requests as they are not needed documents and require our clients to dig through very old docs. We'd like to save them the hassle.
If Admin/internal team approves, Blend support would have to go into the Admin panel > App templates > Edit, then remove or edit the follow-ups or groups Do changes in Beta first
b2-8 What does the button "take over" do? What does the borrower see when they log in after I take over?
If borrower activated account and didn't submit yet, LO can take over completing the application and borrower can no longer make any edits to the application. Borrower only sees Follow-ups at that point If in a section will see a red error message indicating they can't edit the app any longer https://help.blend.com/hc/en-us/articles/360002170171--Taking-Over-the-application-for-the-borrower
b2-23 We received a condition from one of our investor's regarding eConsent. What document can we use that shows the borrower provided eConsent?
In the Compliance report The Compliance report is in the Application Package & Can be downloaded from 3 dots, under the "Download Application Package" Or under loan, then the Docs option
B1-24 My borrowers emailed the documents to me directly but they're still receiving notifications to complete the tasks. What can I do to help them?
Instruct them to upload the documents into the system Or, take over the loan and upload them yourself
b2-15 Good Morning! We have a loan #4200185786 where borrower linked assets however the 2nd time processor tried to refresh the asset statement it created a follow up instead of generating a new asset statement. Is there a reason this is happening?
It means the account is locked, you should try a asset refresh The account is "Locked" which means the account needs additional identification, so a Follow-Up has been issued for the Borrower to reconnect the account. Under Application > Assets section, accounts have numbers means connected, so might be locked https://help.blend.com/hc/en-us/articles/360031922732-Asset-refresh- Assets are either Locked (needs to be reconnected, or needs additional MFA) or Not Connected (never connected, uploaded manually) If the assets aren't able to be connected anymore (changed credentials, etc.), the system will automatically issue a follow up instead of refreshing the asset statements. Asset statement Follow up to either add manually or reconnect The refreshed account will either be locked or not connected. Assets can be refreshed for 14 days for most clients (some can refresh any time). (ASSET REFRESH COSTS BLEND) example (https://blend-borrower-kensiemae.beta.blendlabs.com/#/loans/fbc1bb5d-40d3-49cb-81f6-570114d91881/application#!DataFormSection-Assets) https://blendlabs.atlassian.net/wiki/spaces/PKB/pages/742261521/Asset+Refresh+Product+Guide
b2-19 Hi, I'm an admin. I'm trying to create a user account for our loan officer but it says "A borrower user with the email already exists. I don't understand what this means. Can you help me create this account? (See screenshot below)
LO has a borrower account already on file. Can't have same email as LO. Applied already for their own loan as a borrower. Or LO made the wrong account setup mistakenly Means there is a borrower account still on file Try changing the email on the loan account first, then add the LO with the email address If that doesn't work, try deleting the loan If not, Blend support will have to remove the borrower from the database
b2-18 I just tried to export a file to PCL, and it said it went through. When I went to PCL and enter the loan #, it said it belongs to another LO. Why would this happen? What can I do to get access to it? (WON'T BE ASKED ON TEST)
LO needs to reach out to market leader and file for a loan transfer request in LOS Request is form that specifies the details the change
b2-16 How do I export the application and docs from Blend to Encompass? This for Encompass v1 (NO auto sync)?
LO presses the Export button in Blend (or will get pushed if borrower submits) Start a new blank loan in Encompass Press "Services" Press "Additional Services" My Providers tab Press "Blend" and "Submit" Select Loan from list of export triggered loans https://help.blend.com/hc/en-us/articles/115003203083-Import-a-Blend-application-in-Encompass DOCS - https://help.blend.com/hc/en-us/articles/115003229126-Import-documents-from-Blend-into-Encompass
b1-4 How can my borrower complete the application and upload their docs without a computer? Is there a mobile app for Borrowers or just LOs?
No app for borrowers, just LO app LO view not optimized for mobile browser, need to use app on phone For borrowers, do support mobile browser, 100% responsive and user friendly on mobile device Co-pilot not part of mobile app
b2-11 I am a Loan officer at Movement. I just got married and changed my last name. Can you change my name and email address on my Blend account to my married name?
No, Blend cannot do that. Your administrator should handle this: Can impact loan assignments Will break referral links Security concern (malicious intent) Your email is primary identifier to the LOS system Have to create brand new account and transfer things over
b1-12 need to change my NMLS number in Easy App. Can you please assist?
No, Blend cannot help with Profile edits. You Admin should be able to help you though. Easy App - what Movement (client) branded their Blend instance as They would just need to go to Settings > Admin > Users and they can update your information.
b1-7 Do you offer a Spanish version of your platform to assist with Spanish speaking borrowers?
No, not for Spanish speaking borrowers Compliance reasons - every update, bug fixes Let browser translate for them
b2-32 How do you retrieve non-disclosure documents with the KensieMae plugin installed?
Retrieval of completed documents from Blend and support for all native Encompass disclosures tracking fields used by lenders today? https://help.blend.com/hc/en-us/articles/360036060871-Encompass-integrations-summary
B2-31 The client is using the Mace plugin and would like to update borrower SSN in Encompass. Is this supported and how do I do this?
SSN's can be changed on any Encompass form and the plugin will update in Blend accordingly. https://help.maceinnovations.com/hc/en-us/articles/360021854954-Changing-Borrower-SSN-
b1-1 I am trying to retrieve an application and somehow the password is no longer working. Please help!
SSO user? If so, will need to contact their IT or administrator to work through SSO login If not SSO and Blend login, go to login page, click on Trouble Signing in, and reset the password Should be in Inbox. If not, check junk/spam folders or trash folder just in case. If not, make sure you entered correct email. Can search by from email. Can be noreply, but Admins can set that. Would go to Admin > Config > Organization > Email from Address. Also, can check Send borrower-facing emails from primary assignee - new feature
b2-30 We sent an invitation to a borrower and the co-borrower is stating they did not receive the invite. Does the borrower need to complete their portion before the co-borrower can? The LO entered the co-borrower info and if I look at the activity log it says it was emailed to "borrowers" and lists both names. But if I click on resend invite it looks like it is sending it to the borrower only. There is no drop down on the borrowers name either to choose the co-borrower.
The timing for when the co-borrower gets invited to the application is dependent on if it is a shared or non-shared application. The co-borrower invite for non-shared application will be sent once the primary borrower finishes the "Getting Started" portion of the application. If it's a shared application, the co-borrower will receive their invite after borrower submits As soon as you submit, Co-borrower will receive an email invitation to create a separate account and complete any tasks that are required to finish the application. https://help.blend.com/hc/en-us/articles/115002020051-Manage-co-borrower-experience Seems like a shared application since no drop down.
b1-3 Where do archive loans go? And can I retrieve them from being archived back to active?
They are archived and not shown in the Pipeline view. You can search directly for the loan and it'll be flagged as Archived. Reference loan number, email, borrower name (primary or co) Admin can export a list (some other users if permission is on. Typically just Admins though b/c it shows all loans Upper right > download button > Export archived loan report To ensure access to that reporting button, Admin > Roles > Compliance section > Download key loan information report If automatically archived after 120 days, it'll be purged after 14 days. If it was manually archived, it'll sit for 120 days before being purged. You can move back to active before it's purged by accessing loan and pressing unarchive button
b1-6 Technical - it seems I'm not able to add a headshot to my account? Can I turn this on for our users? See screenshot below
This is driven by your Administrator. Some companies don't want LOs to have the ability to change pictures to maintain a specific look or to ensure professionalism across the profile pictures. If the Admin chooses, they can make this an editable part of the role by going into Your Settings > Admin > Roles > Modify > marking Edit Profile Settings as on
b1-18 A US Bank LO reaches out: "How do I edit borrower's information in Blend?" (Hint: trick question)
US Bank has their own internal support team first, then can reach out to Blend if needed We don't talk to LOs directly at US Bank, only their internal support team Can tell by E-signature (if LO or NMLS is in their signature)
b2-3 I am a Loan Officer, how do I delete a loan? (hint: what is the best practice here)
We (Blend) do not delete the loan. We (Blend) can archive the loan, and it'll sit for 120 days before fully purged from the system Or, if you just leave it, it'll automatically archive after 120 days, then purge after another 14 days https://help.blend.com/hc/en-us/articles/217415526-Archive-and-Un-archive-an-application
b2-22 I would like to know if there's a reporting available in blend when loans I reassign to other loan officers turn into loans that we submit to UW. It will help me track leads to conversion ratio. Do we have reports like that? What reporting is currently available in Blend. (Hint: there are 4 different types of reporting tools available for the customer that show different info and can be used for different purposes)
We have four different reporting types in Blend: 1.Reporting Dashboard (from Reporting Button on Pipeline)(only works in Prod) Role permission - Can view reporting dashboard 2.Export Report (button in upper right corner) Role permission - Compliance > Download key loan information report 3.Export Archived Loan Report (button in upper right corner) Role permission - Compliance > Download key loan information report 4.Reporting API through Blend API https://help.blend.com/hc/en-us/articles/360040529732-Reporting-in-Blend-Overview Typically Admins would download these reports
b2-9 1) Can I edit the borrower's email ID? The loan is already exported to the LOS? What is the borrower's experience after you change the email address, will they be notified? Can you answer all 3 scenarios: a. Encompass integration with borrower sync b. LOS integration without borrower sync c. Un-integrated customer
Yes for all 3 scenarios, the LO can edit the borrowers email ID a. Encompass integration with borrower sync Make change in LOS first b. LOS integration without borrower sync Manual export out of Blend Manual import import into Encompass, this will break sync between the LOS integration without bar sink, it means that there's just no flow back and forth communication between Blend and the LOS No Integration: No Ability to export out of Blend A loan can only be exported once Data changes you make in Blend won't be reflected in Encompass after exporting. Response #1 (Encompass Integration with Borrower Sync): Yes, you would have to edit it in Encompass to sync back to Blend. It will not sync if it is edited in Blend. (With V1, need to push it manually. With V1+autosync (or Next Gen), pushes automatically) Response #2 (LOS integration without Borrower Sync): Yes, you can update the Borrower's email ID within Blend, but you have to update in the LOS as well. But it will put them out of sync. All documents must be manually synced then by the LO. Response #3 (Un-integrated customer): Yes, you can update the Borrower's email ID within Blend, but you would have to download the application package and import the MISMO file into their LOS to update the email address. After you change the email address, the Borrower will be notified after you change the email address. https://help.blend.com/hc/en-us/articles/360023045992-Blend-Encompass-borrower-sync
b1-14 I have not used my easy app yet and I just had a client give it a go. I, however, have been bumped out due to lack of use in over 30 days? I am so requesting reactivation I guess?
Yes, Admins (or Blend) can go to Admin settings, select the user and press the Unlock Account button at the top - credentials all stay the same It just means that they haven't access access account in over 30 days. unlocking it just allows them to retain the same password. LO can use Trouble Signing In prompt to re-log back in - would need to set up new password
b1-8 Can I please have a link that I can share with my borrowers to apply for the loan directly?
Yes, go to Your Settings, Account, and copy the Referral link (not always 100%) https://apply.blend.com/#/signup?referrerId=bwhitford%40blend.com https://help.blend.com/hc/en-us/articles/360002276532-Blend-referral-links
b2-1 My borrower cannot remember how to log back in. Can you please let me know what link they're supposed to use?
You can access the loan in the Pipeline, click the Resend Invite button in top right to resend the invite. The borrower can click the link in that email. Check inbox, Spam, Trash folders for the email with Login Same URL for Borrowers and LOs Admin > Config > Security > Domain Whitelists If you're not a user in the Lender system, you'd automatically come in as a borrower
b2-21 Hello, on this loan, 0134089804, the loan officer is reporting that the borrower processed the assets through the system generated statements but the official bank actual statements didn't go through Encompass. Is there a way to check what happened?
You can check through Assets within the Borrower's application. Need to do a asset refresh The account is connected if the last 4 digits are shown If the assets are refreshed and are still not there, the Borrower can manually upload their document or the LO can send a Follow-Up request There is a possibility where the asset may no longer be connected. Locked, Connected, and Not Connected https://blendlabs.atlassian.net/wiki/spaces/Connex/pages/436764902/Extended+Validation+Faults No transactions 30-60 days ago, so nothing to push Send follow-up request for Borrower to manually upload a document https://help.blend.com/hc/en-us/articles/360031922732-Asset-refresh-
b2-25 Not a question from LO, show me screenshots) Can you tell me what the TRID config is for
https://support.beta.blendlabs.comhttps://blendlabs.atlassian.net/wiki/spaces/LEGALCOMPLIANCE/pages/1600948013/Documenting+Compliance+Configuration+Changes If we change TRID settings, need to fill out form and have our Legal team approve, and client Legal team to approve