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Request documents from the borrower

  • 3 November 2022
  • 2 replies
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How do I request documents from the borrower through blend?

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Best answer by bstenstrom 3 November 2022, 15:33

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Select the “Follow–Ups” tab in the top navigation.

  • Click the “Add” button on the right side. 
  • Then select if you want to start from a template OR start a new list.

NOTE: You always need to start off with templates. You can then you can add individual requests or your “Suggested” follow-ups.

  • Search for the individual follow-up you want to add to the list.
  • Use the search box, click the category on the left, or scroll on the right for the most common request.
  • Address how you want to request this from the borrower
    • Document Upload
    • Document Upload (with providing them the document. (i.e. needs wet signature)
    • Document Review
    • Document eSignature
  • When you are ready to send your follow-up list, click “Review Request”.
  • There is a preview of the letter that will be sent to the borrower. 
  • You can edit this letter with anything you want.
  • Click "Send request".
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Thank you very much,

 

Have a great day,

Denise

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