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NoteThis article only applies to borrowers who log in using Blend credentials. Single Sign-On (SSO) borrowers should follow their online banking password reset procedures. This process will not trigger a password reset email for SSO borrowers. The password reset process for borrowers is very similar to that of a lender account. Follow the steps below to assist your borrower in resetting their password if needed. First, check if the borrower has activated their account.Password reset emails will only be sent if the borrower has activated their account in Blend. If the borrower has not activated their account, re-send an invitation from Blend. The invitation email will include an activation link so they can create a new password.If the borrower has activated their accountInstruct the borrower to:Visit the apply portal (i.e., apply.lender.com). If you are not sure of the URL, feel free to re-send an invitation, the invitation will include a login link. Click Trouble signing in? Enter the
If you or your borrower are not receiving emails from Blend, here is what you can do.Give it a few minutesAlthough emails are expected to be sent and delivered almost immediately, sometimes there may be a delay. Check status.blend.com to ensure there are no incidents impacting email delivery. Try againIf you are sending an invitation or trying to reset a password, simply try again. Check your email storage spaceEmails can accumulate over time taking storage space that is offered by your email service provider. If your storage is full, it might be time for a Spring cleanup. Make sure you have enough storage space to continue receiving emails. Check your internet connectionTry visiting a different website such Blend.com, help.Blend.com, or Google.com to make sure you are connected to the internet and try again. If none of the websites are loading, reach out to your internal IT or support team for assistance. Check other inbox foldersMake sure you are viewing All Mail and not a specific f
Our goal is that your experience in Blend is as smooth as possible. However, if you experience an issue, there are several general troubleshooting steps you can take that will help resolve most issues. We’ll cover each step starting with the path of least resistance Check our Blend Status PageVisit status.blend.com to check if there are any incidents that may be impacting the task you are trying to complete. Refer to Blend Status Page to learn more about subscribing to Blend Status updates. Search in Blend Community or Help CenterAs we collaborate more, the Blend Community grows. Chances are your question has been asked and answered before. Start by searching your question in Blend Community and Help Center. Check the support section in Help CenterYou can find dozens of articles in Blend’s Help Center. The General Questions and Support section includes several support and troubleshooting articles. Make sure you visit the section and see if your topic already exists. Troubleshooting in
This is a list of FAQs on the Copy Loan feature. Refer to Copy an Existing Loan to learn more about the feature. Do borrowers have the ability to edit new applications created using this feature?Yes. Remember to invite the borrower after creating the application so they can complete it. What types of loans can be created using the Copy Loan feature?The following loan types are supported:Mortgage Canada Mortgage HELOC HELOAN Personal Loan Personal Line of Credit Auto Credit Card Specialty VehicleNote: Only the loan types that are enabled for your institution will be displayed. The user’s role permission must allow for creating new loans. What information is copied over?Borrower information Name Phone number DOB SSN Addresses Dependent ages Schooling years Citizenship status Co-borrowers (except for Credit Card loans) Income Employers Real Estate Owned Are there any limitations on which applications can be copied?Users can copy any loan they have access to within their pipeline.
Subscribe to the Blend Status page Visit Blend Status (status.blend.com) and subscribe to receive status updates via:Email Text Messages Slack message RSS Feed You can always unsubscribe if desired.If you are experiencing technical issues please refer to Troubleshooting in Blend first. If the issue persists, follow Reporting a bug to Blend Support and let us know.
If the borrower reports they aren’t receiving password reset emails, it’s possible that:The borrower has not activated their account. The borrower activated their account using SSO* (Single Sign On). Password reset emails will not be sent to users that log in via SSO. Learn How to identify the login method for a borrower.*For institutions that have SSO configured. The Activity Feed and the Email invitation message will indicate if a borrower has activated their account. Activity FeedOpen the search function on your computer (Ctrl+F on Windows, Command-F on macOS) and search for “logged in.” If the event is present in the Activity Feed, the borrower has activated their account. Email InvitationFor activated accounts, the email invitation message will include“You can now continue your new loan application online using the same credentials you used before.”In comparison, the email invitation for borrowers that have not activated their accounts will not include the message indicated above
If your organization is configured with consumer Single Sign On (cSSO), borrowers can choose to log in with their online banking credentials or Blend credentials (email and password) during activation. Knowing the borrower’s login method is helpful in situations where they need assistance with a password reset. If a borrower tries to reset their password in Blend and their login method is SSO, there will not be any password reset emails from Blend. The borrower will need to follow their online banking password reset procedures. To identify the borrower’s login method we will need to look into the MISMO file and search for CustNumber. If this element is present in the MISMO, the borrower’s login method is SSO. Here is how to get there: Download the Application PackageOpen the application in Blend. Click the ellipsis button. Select Download application package. Open and view the contents in the MISMO fileNavigate to the downloaded zipped folder and unzip the files. Locate the MISMO_3.4.
You can find the eConsent status in the Borrower Information section, Compliance Report, and the Activity Feed in Blend. Borrower InformationYou can find the current Electronic Consent (eConsent) status in the Borrower information section of the lender application. You will find one of the three different statuses. – eConsent Pending √ eConsent Given X eConsent Declined Compliance ReportThe Blend Compliance Report will indicate the eConsent status in the report's Key Events and Electronic Consent sections. The Compliance Report is included in the Blend Application Package. Visit Docs tab to learn how to download the Application Package. Key Events Electronic Consent Activity FeedIf your organization is configured to request eConsent as a separate task during application submission, the activity feed will record the action as true or false. The Activity feed will also display this event if eConsent is given by the borrower after it was manually declined in the lender applica
Here is a list of 5 FAQs for Settlement Agents using Blend’s Workspace. Visit the Blend Settlement Agent Workspace section in our Help Center to learn more. What can I do if I entered the wrong MFA method (email/phone number) and I need to switch it?We can help. Reach out to email@example.com and let us know. To expedite the process, please include the following information in your email.The correct phone number or email The loan number of the closing file The name of the lending institution The full name of the borrower Why am I getting a “Not authorized” error message?“Not authorized” is shown if the temporary password has expired or is incorrect. Please make sure the temporary password is entered correctly in its entirety (it may include special characters). If the temporary password expired, reset your password. Why am I getting a “Not found” error message?“Not found” is shown if the email is incorrect. Use the email assigned to the closing. How do I check the e-sign status o
Security is our utmost priority and we strive to promote best practices when sharing sensitive information. With SendSafe, you can share files or text through a safe, private, and encrypted link that automatically expires to ensure your message does not remain online forever. To send a message Visit send.blend.com Type your message in the Share Text box. Once finished, click Protect and Send Text. To send a file Visit send.blend.com Drag and drop the file on the Share Files box or click Select Files to upload and choose the file from your computer. Once finished, the download link and passphrase will be generated automatically. When sharing information through SendSafe, a download link and a passphrase will be generated. Both, the download link and passphrase, are required to retrieve the information. Make sure to copy both. You can use the Copy to clipboard buttons to copy the link and/or passphrase for convenience. Best Practices Share the download link and passphrase usi
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