Blend Platform Discussion
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Hi All,The ‘Ask the Community’ forum of the Blend Community is the right place for you to bring all of your Blend questions! Have a question about how to use or configure a certain functionality? Curious as to why you should enable a new feature? Pose your questions here for all Community members. You can post a question any time by selecting the ‘Create a Posting’ button in the top right corner. You will need to be registered and logged in to post a question. Pro Tips: 🔍 Search firstYour question might have been asked--and answered--before. Or you might find another helpful post with our federated search that searches other platforms as well!😀 Don’t be shy!We are all here to learn and grow together. This is a very supportive community and your question will likely help many others after you!🔒 Protect your customersMake sure not to share any private or customer data. Don’t DuplicateIf you have already submitted a support ticket, please don’t post the same question in the Commu
Have questions about Blend’s Multi-Factor Authentication (MFA)? This list includes some of the most frequently asked questions. Refer to Lender Multi-Factor Authentication (MFA) to learn more.What is MFA and what does it mean to reset MFA? I’m getting a “Something went wrong when verifying your token” error message I’m getting a “Token is invalid” error message The phone number has been updated in my Blend profile but I’m still not receive the code? I checked the “Remember me for 30 days” box but I’m still asked to enter a code each time I log in. Does Blend offer MFA for borrowers? I have an international phone number, will it work? Why am I not receiving a code? What is MFA and what does it mean to reset MFA?Multi-Factor Authentication (MFA) is a security feature that adds a layer of authentication on top of user credentials (email and password).In the context of Blend’s Token MFA (verification code), to reset MFA means to “forget” the phone number that was set up initially, allowing
Hello,I’m looking for the Quarterly SLA reports. I pulled them last year and saved this link for future reference : https://status.blend.com/uptime. You could go in and pull by quarters. I’m not finding it now or just not seeing it. See snap shots. I can see and pull the quarters but no “Uptime”. Thank you
Happy Friday Blend Community! From the Blend release notes dated 04/19 and 03/22, customers applying for a construction perm loan now have the ability to provide information on cost of construction and loans/ownership on the lot/land. Given that this would then be considered a construction/perm refinance and also trips a TRID application, we are running into situations where the customer is either potentially just looking to see if they can get approved for a certain loan amount and/or they are wanting to build, but have not gotten to the point of where they have signed a contract with a builder yet. Before these two questions were implemented, we were able to consider them prospects and not have to send initial disclosures until the customer was ready, with construction contract in hand. While it would be ideal for the customer to skip those questions, allowing the clock to not start until the loan officer tripped the application for disclosures, we all know that the chances of tha
https://sf.freddiemac.com/articles/news/the-next-evolution-of-loan-product-advisor-asset-and-income-modeler-is-comingHas anyone thought about a workflow for the AIM for direct deposits until Blend is integrated for the direct deposit piece with LPA? I haven’t been able to come up with one that is not duplicative, so was wondering if anyone else in the group had any thoughts. Thank you in advance! Andrew
When a borrower is entering their employment info, it appears they must enter an End Date. Is there not an option/checkbox for “Currently Employed”? It appears the only to bypass this is to enter a false End Date or to omit current employment altogether.
Certain role permissions are required to access the Administration, Settings, and Security options in the Setup section. If a user does not have access to a section in Setup, refer to this guide to learn which permissions are associated with each setting. This is in reference Phase Two Rollout of Customer Self-Service Administration. Visit the Release Notes announcement to learn more. AdministrationUsersRequires the View users role permission to be set to AlwaysRole PermissionRequires the View roles role permission to be set to AlwaysCredentialsRequires the Edit-client system config permission to be set to Always SettingsOrganizationRequires the Edit-client system config permission to be set to AlwaysBrandingRequires the Edit-client system config permission to be set to Always SecuritySetup AuditRequires the Edit-client system config permission to be set to Always FAQsThe Admin menu option is goneSetup has replaced the Admin menu option. If you already had access to Admin, Setup will
Hi There, Anyone else having trouble with the settlement agent workspace today? We’re seeing a lot of agents that can’t get docs or can’t get logged in. Timed out issues, and blank documents going through to them. I checked status.blend.com and didn’t see anything there. Not sure if there’s a different status page for the settlement agent workspace. Emailing Blend Notary support now too. Jenna T
Is there any type of indicator that comes from Blend that identifies files that are Day One Certainty eligible? I’d like to be able to identify and report on this. So far I only know to open the DU findings to find this. I’m primarily looking for an Asset D1C indicator but will eventually want the same for Income D1C. When the Blend Asset Statement reference number comes over is that an indicator of D1C eligibility or are their exceptions where that would not be the case? Thanks.
If the borrower or your loan team uploads the incorrect document to a Blend loan, learn how to delete it and upload the correct document.Please note that uploading and deleting documents require the following role permissions.Upload - requires the Create documents role permissionDelete - requires the Delete documents role permissionIf the Upload or Delete action buttons are grayed out in Blend, please reach out to your administrator. To upload a documentNavigate to the DOCS tab Click UploadLocate and select the document from your computer in the upload window Choose the Document type, Borrower, and Share With Click UploadAfter the document uploads successfully, it will be included in the Documents section. To delete a documentNavigate to the DOCS tab Click the ellipsis (...) button next to the document you wish to delete Click DeleteYou will be prompted to confirm before deleting the document.After confirming, the file will be deleted from the Blend application. Please note that this
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