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121 Topics

kklumper
kklumperCommunity Member
asked in Blend Platform Discussion

Cancel or Prevent Borrower Notifications on LO Reassignment

We’ve had recent departures and we need to re-assign some of their files, however, to avoid the mass confusion generated, we don’t want “reassignment” notifications going to the borrower unless/until we tell it to. Is there a way to turn these off?Or is it a matter of leaving our old LO’s assigned as LO and adding the new one to the team until we absolutely need to reassign the originator?My practice has been to assign No Rights to those users who have left, but the minute we’ve tried just adding a new LO to the team, it automatically assigns them as the Originator. I get that they need to be Originator in order to do any signing, but customers don’t need to be blind sided with that info. 

1
Ivan
8 hours ago
C
ColeReinholdNew Participant
asked in Blend Platform Discussion

Encompass Users - Issues with Title Only/ Non Borrowing emails/econsent?

Has anyone else using Encompass/the KM Tool noticed issues with syncing Title Only/Non Borrowing spouses after the update to the tool was pushed out in December? We’ve seen two issues ongoing after this, that seem to have corrected themselves after we pulled the plugin patch out. Previously, we’ve been able to have a title only/non borrowing spouse share an email with a borrower. With that patch we couldn’t do that anymore from Encompass, and if we did it directly in Blend it would cause syncing issues once the file was in Encompass.  Even if we had everything working, non borrowing user added with there own email and synced to Blend, there econsent would sometimes just not come back to Encompass for us. Tried all of the usual KM tool fixes (MORE than used to using them at this point) - and the only thing we could do to fix it was pull out this most recent patch. Only thing I can think of is this most recent patch broke this process or there’s some new setting we’re missing here. Not s

1
M
10 hours ago
A
A.MalaraNew Participant
asked in Mortgage Suite Discussion

Unable to Generate CD from Encompass to blend

Any one know why the screen would be stuck with a message saying "refreshing e consent information" when trying to generate a CD in Encompass to Blend? 

2
bstenstrom
Customer SME
15 hours ago
L
lweeksNew Participant
posted in Mortgage Suite Discussion

Changes in LOS overwritten after TRID export

How do other Blend users handle this? Do you have a process to ensure that Loan Officers only work in Blend until TRID is triggered? We try to do that, but sometimes it’s unavoidable. There is always one final export to the LOS after TRID is triggered. We are brand new to Blend, and looking for any advice! We are using Blend front end with Encompass as our LOS. Mortgage Loans specifically. 

6
kklumper
17 hours ago
C
CPysherNew Participant
asked in Blend Platform Discussion

W2 Dates

Will Blend automatically switch over from requesting 2020/2021 W2s to requesting 2021/2022 W2s?  Or do we need to do something to effect this change?  I noticed on the follow ups that they include reference to specific years.  

1
Ivan
2 days ago
M
mgordonCommunity Member
asked in Mortgage Suite Discussion

Does "Branch Management" require an Opt In?

Per this mortgage power up article on LinkedIn, https://blend.com/blog/mortgage-suite/leveraging-tailored-engagement/, is “Branch Management” live?   Do we need to Opt In?  Can each “Branch” use a different application template?  Thank you. 

0
M
2 days ago
C
ckesslerflcNew Participant
asked in Mortgage Suite Discussion

Can Blend use Fannie Mae DO instead of DU?

We currently do not yet have Fannie Mae approval and use DO instead of DU. Can Blend be setup to check DO rather than DU for dual AUS checks before moving to Encompass? We’d like to run this pre-export and work in the file in Blend but not sure this can be done. Anyone have any ideas here? Thanks for any help!

0
M
2 days ago
L
llupinskiCommunity Member
asked in Blend Platform Discussion

Report -- DU and LPA Recommendation

When using PAB, I tried to find DU and LPA Recommendation fields on reports. I found this DU Recommendation field in PAB Activities Report. But is there a LPA recommendation data field on any report?

0
L
3 days ago
S
SweetsNew Participant
asked in Blend Platform Discussion

Credit Failure

This is my first time using Blend…….I’m getting a credit failure when trying to run DU.  Reason states to refresh assets.  What am I doing wrong? 

2
S
4 days ago
Deb
DebNew Participant
asked in Mortgage Suite Discussion

Notes Window on the Application Page

Why isn’t the Notes Window available to write notes during certain phases of the application/loan?seems it’s only available when the application is complete and disclosures have not been sent.  

0
Deb
8 days ago
M
mgordonCommunity Member
asked in Mortgage Suite Discussion

LOTK - Scenarios

Hello,If you are using LOTK - Scenarios, have you noticed the Estimated Closing Costs showing in scenarios is very different from the Loan Cost Worksheets generated in Blend?    Is there a work around, or a way to show cash to close instead of Est Closing Costs - OR even a way to remove/hide that section all together?  Thank you.  ​​​​​​​

0
M
8 days ago
J
Joshua ChampionNew Participant
asked in Mortgage Suite Discussion

Import loan to Blend from PCLender (Mortgage Director)

I created a loan in PCL.  Is there any way to import this loan from PCL to Blend?

2
J
8 days ago
A
AndrewCommunity Member
asked in Blend Platform Discussion

Does Blend require or request 2 years employment?

When a borrower completes an app in Blend, does it require or request two years worth of employment? We are used to getting the full 2 years of employment, but this week have started to receive aps with just their current employer and many that have been in that job for a month or two. I realize the borrower has the option to put two years, but want to know if it requests two years or has a pop-up saying there is less than two years, etc? Thanks

5
Ivan
8 days ago
bboles
Customer SME
bbolesCustomer SME
asked in Blend Platform Discussion

Can we add 3 borrowers on a blend application

Hi Juan,More info about 3+ borrowers can be found here: https://help.blend.com/hc/en-us/articles/115002020051-Manage-co-borrower-experience#h_01GH5772CDZ8EFXFXEMR9RYDB0You’ll have to manually invite the third co-borrower. Borrower pairs consist of one or two individuals. But you can add multiple borrower pairs. Hope that helps!

4
J
10 days ago
C
CharlieCommunity Member
asked in Blend Platform Discussion

Loan Team Administration

Good morning, I am wondering if I can configure an LO assistant to have the ability to manage the Loan Team for a specific LO or LO’s. For instance, if an LO goes on vacation and did not update their loan team before leaving, I would like their assistant to be able to make edits to the loan team in the LO’s absence. Does anyone know if this is possible, or is loan team editing restricted to the LO and System Admin? Thank youCharlie

7
C
14 days ago
A
AndrewCommunity Member
asked in Blend Platform Discussion

Is it possible for Blend to automatically archive loans?

We have loans that have closed and funded and others that have been declined and want those loans to be archived in Blend.  Is there a way to automate the process instead of manually archiving each loan?  Thank you

4
M
14 days ago
T
tmasonCommunity Member
asked in Blend Platform Discussion

Both Admin and Setup in the Settings

All of a sudden we can see both Admin and Setup in our Settings in Blend. This just happened recently, in the last few days. Anyone experiencing this? 

4
Ivan
14 days ago
M
mqgordonNew Participant
asked in Blend Platform Discussion

Best Practices - User Management

As an admin, what is the best practice for users who are no longer with the company?   Should we delete them outright? If so, what happens to the applications that they are assigned the Loan Originator (or Loan Team)?We have No Rights role, and they get Locked Out Dormancy - but I’d like to keep the User list clean and accurate. Thank you.

2
luba.mainz
15 days ago
L
llupinskiCommunity Member
asked in Blend Platform Discussion

Optimal Blue Integration Question

Hello,I read article in Help Center about Optimal Blue. I want to double check to make sure I understand this correctly. Lender can check rate without creating a lead in Blend. Lender can create scenarios in loan application. All these are not visible to borrower until loan officer sends invitation or loan scenarios to borrower. Does this sound right? We want to learn more about Optimal Blue and Blend integration. We currently use Optimal Blue with Encompass. One of our concerns with Optimal Blue in Blend is how much rate and pricing info is visible to borrower. Is there an option to not show Rate/APR or Points to borrower in Scenario? 

1
bstenstrom
Customer SME
16 days ago
A
AndresNew Participant
asked in Blend Platform Discussion

Blend Follow up Review

When Blend follow-ups are sent back to us to our side, us reviewing it and accepting doesn’t do anything on the borrower’s end correct?Once they upload their items, their follow ups automatically disappear, right?

4
Ivan
17 days ago
Chelsea
ChelseaBlend Employee
posted in Consumer Banking Suite Discussion

Consumer Banking Resources & Training

Are you new to Consumer Banking? Want to learn more? There are some great training resources available to get you up and running with Consumer Banking Suite:⏱ Bite Size Training Videos 🎥  Consumer Loans: Account Activation Learn how to activate your account, review your profile, and set up your team. Consumer Loans: Pipeline View Introduce Consumer Banking pipeline and customize your pipeline. Consumer Loans: Application Form Navigate application page and start to create new loans. Consumer Loans: Invite Applicant Invite and send personalized email invitations to your Applicant. Consumer Loans: Email Applicant Invite Edit the applicant's email address and resend the invitation email. Consumer Loans: Applicant Hub Demonstrate the applicant hub experience from customer's perspective. Consumer Loans: Applicant Experience Demonstrate an example of the milestones of the online application experience. Consumer Loans: Follow-ups Learn more about Follow-ups that generate onc

0
Chelsea
18 days ago
A
ann.jonesNew Participant
asked in Blend Platform Discussion

2nd lien

Where do we put a 2nd lien. I added as new mortgage, but it’s not showing anywhere in the PITI, 

1
aduplantier
Customer SME
18 days ago
J
john.c.wintersNew Participant
asked in Blend Platform Discussion

FHA UFPMI & Mo MI in Blend Not Auto-Populating

When I put an FHA loan into Pricing and selected the FHA pricing, my loan updated showing it as an FHA loan, but the UFPMI and Mo MI did not auto-populate, nor does Blend let me manually enter that info.  Anyone have a “fix’ for thsi? 

0
J
21 days ago
A
Araseli.LepeNew Participant
asked in Blend Platform Discussion

List of supported devices for the borrower portal

Is there a list of supported devices for the borrower portal? I know they were previously listed in this article; however, it does not provide the list of devices. It only lists the supported browsers. https://help.blend.com/hc/en-us/articles/115001181691-Supported-browsers-and-devices

3
A
21 days ago
A
AndrewCommunity Member
asked in Mortgage Suite Discussion

Question about SMS/Texts. Is there a mapped field for the text messages in blend?

We are considering texting and I need to determine if there is a mapped field in Blend for the text messages that go to borrowers?  The goal would be for them to export to our CRM. Thank you

8
A
21 days ago

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