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Teams in Blend Settlement Agent Workspace

  • 28 September 2022
  • 2 replies
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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

 

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Best answer by Sam Q 30 September 2022, 22:21

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Userlevel 3
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hey @llupinski !

I don’t think there is anything available in release notes about this, but I can help explain what it is/what it does:

 

The Teams functionality allows Settlement Agents to setup a team with their support staff  so that they can all see the information for a closing without having to share log in information.

 

A Settlement Agent can set up two types of teams:

Open Sharing - Team member closings will be accessible to the rest of the team.

Centralized Sharing - One team member shares their assignments with all members.

 

All Team Members will need to setup their own login to the Settlement Agent Workspace.  When someone is added to a team, Blend will send them an email asking the new team member to either accept the request if they already have a profile in SAW or send an activation email to them if they are a completely new user.  Either way, once they follow the steps in the email, they will be added to the team and will be able to see the closings in their pipeline.

 

Hope that helps!

 

Userlevel 3
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@llupinski not sure if you saw this, but it looks like Blend posted a guide for this feature today.  You can review it here:

 

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