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This article covers some of the most frequently asked questions on Blend’s SMS feature. What phone number will borrowers be receiving SMS from?Messages will be sent from the 800 toll-free number assigned to the lender organization. Can each LO have a different number?The 800 toll-free number will be the same for all LOs. Can the borrower reply to an automated text message?The SMS feature is one-way only. Aside from the opt-in/out words below, any other replies to automated messages are not monitored. If the borrower replies to an automated SMS, nothing will happen.STOP, UNSUBSCRIBE, CANCEL, or QUIT, opts out the borrower from receiving SMS messages. YES or START to the initial text, subscribes the borrower to SMS text message updates. START or UNSTOP resumes SMS messages if the borrower has opted out. Is it possible to send mass invitations (in bulk) via SMS?No. Similarly to email invitations, they can only be sent on a per-loan basis. Can the primary borrower subscribe the co-borrower
It seems the follow-ups for Asset Statements, Mortgage Statement, and Homeowner’s Insurance are no longer in the lists of the categories in which they used to live. I see Asset Statement and Mortgage Statement under “Commonly Used”, but that’s it. And Homeowner’s Insurance is searchable, but I can’t find it in any list (and when I search it, it appears four times). Did I miss this in some release notes?
Does anyone know the frequency of emails sent by firstname.lastname@example.org on unassigned loans? More specifically, if a prospective borrower starts an application with no one listed as the MLO, how quickly will admins or coordinators who have the appropriate “notify me on unassigned loans” setting be notified via email? Thanks,
Is there a way to tell if a loan officer has gone into a loan file in Blend if I look at the pipeline view?
When I assign loans in Blend with the pipeline view, it shows me as the last touched by person. Even if my LO views the file, it does not update to their name unless they do something other than view the loan in Blend. I have tested this by looking at files so many that show I was the last one to touch the loan even though my LO went in the loan file. The only way I can see for sure if an LO went in the loan is to open it, then go to the activity log. Is there a way for me to see if an LO went into a loan file from the pipeline view? Thank you
Hello,Any of you using Blend eNote with DocMagic eVault has a solution about not being able to e-sign eNote on a mobile device? Blend implementation manager told me "eNotes can be signed via a mobile device however the signer will want to ensure they have allowed for third party cookies in their browser settings." Me and another admin couldn't get it to work even on our own iphones.....
Learn what to do if the B button is missing in Encompass. In this guide, we’ll cover some settings that may be the reason the B button is not displayed in your Encompass files. For Encompass users that utilize the KensieMae plugin. Learn what to do if the B button is missing in Encompass. What is the B button? First, check the two settings below Setting A - Integration roll out Setting B - Included in limited integration roll out B Button Behavior Chart If the B button is still missing Blend Disclosures Requirement Setting CX.BLEND.DISCLOSURES.REQ field setting EllieMae Disclosed Loans Setting What is the B button?The Blend Quick Access Button, most commonly known as the “B button”, provides quick access to essential utilities in Blend.If the button isn’t present in an Encompass file, users will not be able to issue disclosures through Blend or retrieve packages. First, check the two settings below Setting A - Integration roll outThe Limited roll out of the integration
Most of our clients upload the Social Security and credit card disclosures back to the general website instead of uploading them to the Ink Signed portion, and when they do upload to the correct spot, they almost always upload both borrower and co-borrower docs which results in the task not fully being completed even though we have the documents back. Is there a way we can manually check this task off so our borrowers don’t keep getting emails that their tasks are not complete?
I have some custom follow up docs and I am occasionally having trouble when sending more than one simultaneously. Sometimes it works and other times I get an error. (Unexpected error occurred. Please try again) This happens when sending from various computers. When it happens, I have to send the docs out one at a time and I don’t receive any errors. I’m sending the same exact docs, just separately. Thanks,Charlie
When I export a loan application completed through LOTK and then make necessary changes in Encompass after the export and rerun DU I receive the following prompt:Additionally, when I reissue the credit report via encompass and then try to run DU I get the following error.:So the workaround is then to manually clear out the DU ref # in field MORNET.X4 in Encompass and then I can successfully run DU.Is anyone doing something differently? I have submitted a support ticket but was told the workaround I am doing is the process I need to follow when LO’s complete the application.
Hello, I came across this new function in Blend Settlement Agent Workspace. Are there published new release about this please? We are lender but try to provide as much instruction and support to settlement agent we work with to help with Blend Hybrid eClose that’s why I test and try to keep up with new functions in Blend SAW and notify settlement agent when needed. Thank you
It’s taking nearly 25 minutes for the email notification to come through to me after signatures have been completed in Blend. Is this normal or should they be instantaneous? Same thing happens for any document uploads, about 25 minute delay until receiving notification email of completion of any follow ups.
This article will answer some of the frequently asked questions on how Blend supports Freddie Mac’s on-time rent payment history enhancement in Loan Product Advisor® (LPA) and Fannie Mae’s rent payment history enhancement in DU (One pager linked below). How do I verify that Rent Payment History is working?After the feature has been enabled, the findings report will display a message if the borrower met the requirements. Can I get a copy of the 12-month asset data?Blend does not generate a report with the 12-month asset data. The data is sent behind the scenes. Why do Generated Asset Statements continue to show only 60 days of data?Blend will continue to produce Generated Asset Statements (GAS) for 60 days. The 12-month asset data is sent behind the scenes. Will this feature apply to prior loans?The feature isn’t retroactive and will apply to new loans after the feature is enabled. Is the Rent Payment History feature available for everyone?This feature is available to clients that run D
Some of the most frequently asked questions to Blend Support include:I prepared several follow ups but they were not sent to the borrower I can’t find the follow ups I prepared yesterday The follow ups disappearedGood news is, the follow ups do not disappear unless they are manually deleted. More often than not, what happens is that the follow ups are saved as a draft and not sent to the borrower. In the Follow-ups tab, click View Saved Draft to see the follow ups that were prepared previously. Refer to If you're not ready to send follow ups just yet, save them as a draft to learn more on how this feature works.
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