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121 Topics

Ivan
IvanCommunity Manager
published in Mortgage Suite Discussion

SMS Frequently Asked Questions (FAQs)

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

780
Ivan
2 months ago
Jenna T
Jenna TNew Participant
posted in Blend Platform Discussion

Unassigned Application Notifications - triggering too frequently

HI Chelsea, I noticed a change overnight that these notifications how come every 15-20 minutes. Is this supposed to be happening? If so, PLEASE tell me there’s a way to go back to only every 4 hours. 

3
Chelsea
3 months ago
JessLincoln
JessLincolnNew Participant
asked in Blend Platform Discussion

Was there a change made to follow-ups (and their categories)?

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?

2
Chelsea
3 months ago
P
Paul KNew Participant
posted in Blend Platform Discussion

Generating Assets Statements

Can a applicant generate an asset statement after they have completed the application process?

2
A
3 months ago
B
BGOUDIENew Participant
asked in Blend Platform Discussion

Unassigned Application Notifications

Does anyone know the frequency of emails sent by noreply@blendlabs.com 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, 

5
Chelsea
3 months ago
A
AndrewCommunity Member
asked in Blend Platform Discussion

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

2
A
3 months ago
L
llupinskiCommunity Member
asked in Blend Platform Discussion

DocMagic Signing Room validation failed when borrower signs eNote on iphone at least

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.....  

1
Chelsea
3 months ago
C
CharlieCommunity Member
asked in Blend Platform Discussion

Opt out of Resource Center

Good morning,In yesterday’s office hours, Derek went over the Resource Center and mentioned opt-out was available. Does anyone know the procedure to opt out of this feature? Thank you,Charlie

2
C
3 months ago
Ivan
IvanCommunity Manager
published in Mortgage Suite Discussion

If the B button is missing in Encompass

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

670
Ivan
3 months ago
B
b.merrillNew Participant
asked in Blend Platform Discussion

Manually Complete Tasks?

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?

3
bstenstrom
Customer SME
3 months ago
C
CharlieCommunity Member
asked in Blend Platform Discussion

Is anyone else having trouble sending multiple follow up custom docs in one email?

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

1
bstenstrom
Customer SME
3 months ago
dmcmillan
dmcmillanNew Participant
asked in Blend Platform Discussion

Is anyone experiencing issues when running DU in Encompass after export from Blend?

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. 

2
Chelsea
3 months ago
D
DiamoNew Participant
asked in Blend Platform Discussion

Text Opt option

Client received the first verification text and chose to opt out of future text. The client now wants to receive texts concerning his application. Is there a way to change the text option back to opting in?

3
Chelsea
3 months ago
L
llupinskiCommunity Member
asked in Blend Platform Discussion

Teams in Blend Settlement Agent Workspace

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 

2
Sam Q
Customer SME
3 months ago
S
susandemello1963New Participant
asked in Blend Platform Discussion

HELOC's in Blend-

I have not inputted any HELOC’s into Blend yet, and I wanted to make sure that we are now inputting all HELOC’s into Blend just like all of our 1st Trusts. Thank you!Susan

1
Chelsea
4 months ago
J
jeffharrisNew Participant
asked in Blend Platform Discussion

SSA-89 Form Issues

We have had several borrowers complain that they cannot complete e-signing of the SSA-89.  It’s asking for initials then stating that there are missing requirements however no details provided as to what is missing.  Thanks

2
Chelsea
4 months ago
B
btravers44New Participant
asked in Blend Platform Discussion

Delayed Emails after a completed follow up

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.

2
Chelsea
4 months ago
luba.mainz
luba.mainzCommunity Member
posted in Blend Platform Discussion

Blend Sign and Signatures by LO or Third Party

Hi, How is everyone handling documents that need to be signed by the LO or a Third Party with Blend sign?  Especially when the Borrower does not need to sign it.

3
kklumper
5 months ago
Z
z092258New Participant
asked in Blend Platform Discussion

Mobile App Error

I have a Loan Officer getting an error when trying to access the Blend mobile app. They are getting “action is blocked” Any ideas why they are getting this error? 

4
Z
5 months ago
J
jsomeraNew Participant
asked in Blend Platform Discussion

Disclosures failing to export to Encompass?

Is anyone else experiencing issues with signed disclosures failing to export to Encompass? 

3
Chelsea
5 months ago
J
Jordan KennedyNew Participant
asked in Blend Platform Discussion

Lender and Seller credits not mapping to DU correctly

Is anyone else having issues with lender credit, seller credit and points not correctly mapping to DU? DU is taking the lender and seller credit and doubling it as a cost to the borrower. DU is not recongnizing the points at all. 

2
Chelsea
5 months ago
A
apaulsonNew Participant
posted in Blend Platform Discussion

Custom Questions in Applications

Does anyone have any updates on when custom questions in applications will be available? I remember seeing an announcement that they were coming this summer or fall. However I can’t find that document and haven’t seen any updates recently.

1
Chelsea
5 months ago
Ivan
IvanCommunity Manager
published in Mortgage Suite Discussion

Positive Rental History Payment FAQsF.A.Q.

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

1940
Ivan
5 months ago
Ivan
IvanCommunity Manager
published in Mortgage Suite Discussion

Where are the follow ups I prepared for the borrower?F.A.Q.

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.

560
Ivan
6 months ago
J
jeffharrisNew Participant
asked in Blend Platform Discussion

Blend Sign- 4506 C Rejection

Using Blend Sign, we had our first 4506-C rejected by the IRS stating that signature and signature date are not readable.  Has anyone experienced this and/or know of a solution?  Thanks,  Jeff   

3
bboles
Customer SME
6 months ago

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