Blend Platform Discussion

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  • 92 Topics
  • 177 Replies

92 Topics

Chelsea
ChelseaBlend Employee
published in Blend Platform Discussion

How to get the most out of 'Ask the Community'

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!🛎  Ask the Community or Open a Support Ticket?Community is a great place to ask product functionality questions: How do I…. Is it possible to… How are other customers doing... Support is here to help troubleshoot and solve for: Error messages Troubleshoot something not working as expected Investigating specific cases and loans Enabling n

1280
Chelsea
11 months ago
R
ronierodriguezNew Participant
asked in Blend Platform Discussion

Blend Builder

Are there additional documentation or training materials available for Blend Builder?We are told that the entire Builder platform will be applied to our environment but the only documentation we got was for the APIs.

1
Sam Q
Customer SME
16 days ago
A
andi.perezNew Participant
asked in Blend Platform Discussion

How to use the decision column

I see the custom option for Decision on my pipeline screen, but how is that used? 

1
Ivan
25 days ago
C
CharlotteGreenNew Participant
asked in Blend Platform Discussion

Loan Team: LO receives reply from customer when processors sent email

Hello, When a customer replies to the email sent from the Loan Processor in Blend when a condition or follow-up is added, the reply feature directs the response to the Loan Originator. Does anyone have advice on how to remedy or how their organization handles the lack of an available remedy? Thank you!

0
C
1 month ago
ckolbeck
ckolbeckNew Participant
asked in Blend Platform Discussion

Inviting pair to apply

What needs to be done when inviting a pair to apply for them to receive the email. I entered the pair information and also switched to the pair when sending the invite, and yet over and over. I all cases with pairs, the second party is not receiving the email.Please advise,

2
Ivan
1 month ago
J
JoleneNew Participant
asked in Blend Platform Discussion

How to make a custom fillable word doc as a follow up from Encompass

hi, I’m looking for direction on how to make a custom form in Encompass that we can send as a follow up through Blend but is fillable for the borrower in Blend.  I’ve tried to do it both as a PDF and word doc in Encompass to Blend but it just makes it a down load where the borrower would have to complete and re-upload.is this possible?  if not we can look to add it to our initial disclosure package.

3
Ivan
1 month ago
A
AnnGNew Participant
asked in Blend Platform Discussion

Blend sign check marks

How do you group checkmarks together to make it a requirement to check one? 

3
Sam Q
Customer SME
1 month 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

7
M
1 month ago
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. 

2
kklumper
1 month 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
1 month 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
1 month 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
1 month 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months ago
A
AnnGNew Participant
asked in Blend Platform Discussion

Positive Rent History

How does Blend know to check for rent payment history?  If the borrower indicates they are renting and lists the rent amount?  It seems like there are a few things that need to be there so it has something to look for. 

1
Sam Q
Customer SME
2 months ago
M
mqgordonNew Participant
asked in Blend Platform Discussion

“Enable organization contact information only in signature”

Where do I find this configuration?  I do not see it our Organization set up section. Or is this something support has to enable/disable for us?

1
bstenstrom
Customer SME
2 months ago

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