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Occasionally consumer banking customers run into an issue where their address is not recognized as valid in the application workflow. It appears to me that the only recourse they have if this happens to them is to use an alternate address (which often is not feasible) or to abandon the application altogether. Has anyone else experienced similar issues with consumer banking customers? Is it possible to bypass this feature or enter an address “as written” rather than being limited to what Google considers valid?
Hi everyone!A frequently asked question to Blend Support is “My borrower applied today but I can’t find the loan. Can you help me locate it?” or “I’m trying to request new documents on an old loan but I can’t find it.” We will cover a few common scenarios that can lead to a loan not appearing in your pipeline and the next steps you can take to locate the loan.The borrower didn’t actually applyOne common issue occurs when borrowers inform their Loan Officer that they would be applying on a certain day or time, but they don’t actually apply.Next stepsConfirm with the borrower if they applied through Blend. The borrower did apply but it is not showing up in the pipelineNoteThe role assigned to your Blend account will dictate which loans you are able to see in Blend. Typically, users can only see loans that are assigned to them unless they have elevated access. Reach out to your administrator if you have any questions about your role and permissions assigned in Blend. Loan Officers can se
Happy Thanksgiving!I hope everyone is having a nice week getting ready to celebrate Thanksgiving with family, friends, and loved ones! I have so much to be thankful for this year! I’ve recently moved across the country from South Carolina to Colorado (1 week today!) and am excited to explore my new home and celebrate with friends and family.These ‘Catch Up on Community’ posts will give you a quick overview of all things new from the past 2 weeks: News & Events We have some great webinars coming up. Make sure to register! Special Office Hours Webinar - December 7th - Product Roadmap You won’t want to miss our next Office Hours call. We will be giving a high level product roadmap for what’s coming here at Blend. This is a time for you to join the Blend lender community to share learnings from process and change management to user adoption and education. We are looking forward to speaking with you! You can find all upcoming events here. Register here. Rec
Tired of the disjointed process for managing application intake and pulling in loan fee estimates to provide full quotes? With Blend Fee Management, we’ve now integrated lender, third party, government loan program fees, and prepaid/escrow fees into an-easy-to-use and intuitive fee engine that allows users to centrally structure, manage, and configure all fee details within Blend’s LO Toolkit. Provide a more transparent, intuitive experience for LOs and consumers Improve conversion and build trust by providing borrowers with more accurate fee data, estimated closing costs, and cash to close Free LOs from the heavy lifting of manually entering fee data from different sources, so they can focus on advising customers Make the most of the LO Toolkit with this new feature. Read all about it on our blog and connect with your account partner to schedule an enablement session to configure this feature.
Update November 9th: This webinar is now available ondemand to watch at your convenience via the registration link below.I’m excited to invite you to join Alyson Clarke, Principal Analyst at Forrester Consulting, and Cassandra Stumer, Product Marketing Manager at Blend, for an in-depth discussion on current market trends and how banks can leverage personalization to achieve long-term gains even in a down market. In this webinar, we’ll discuss: Current market trends from Forrester Consultant Alyson Clarke Why personalization represents a major opportunity for banks that commit to delivering exceptional tailored experiences How focusing development on key personalization capabilities drives better business outcomes for banks This is one event you don’t want to miss! Register today A little about our Speaker: Alyson ClarkePrincipal AnalystForresterAlyson Clarke helps financial services leaders understand and prepare for the future. She is a highly skilled expert with extensive indu
Happy Tuesday!These ‘Catch Up on Community’ posts will give you a quick overview of all things new from the past 2 weeks: News & Events We have some great webinars coming up. Make sure to register! Office Hours Webinar Tomorrow, November 9th Make sure to register for the next Office Hours call. This is a time for you to join the Blend lender community to share learnings from process and change management to user adoption and education. We are looking forward to speaking with you! You can find all upcoming events here. Register here. The Personalization Imperative in the Current Market and Beyond Join Alyson Clarke, Principal Analyst at Forrester Consulting, and Cassandra Stumer, Product Marketing Manager at Blend, for an in-depth discussion on current market trends and how banks can leverage personalization to achieve long-term gains even in a down market. Register here Blend Mortgage Power Up Webinar - November 17th On November 17, we’re
Recording now available on-demand:https://blend.com/mortgage-power-up/On November 17, we hosted the first of two new digital sessions designed to help you qualify more top-funnel leads, efficiently convert full applications, and compete in any market. Join us for the Blend Mortgage Power Up and see how Blend continues to innovate and help lenders. Deliver stickier customer experiences that drive pull-through Convert more leads to funded loans Reduce loan cycle times and reduce post-cycle in the same platform Mortgage Power Up by Blend withArcadio Lainez, Blend Product Marketing Manager See you at the Mortgage Power Up — register here.P.S. Keep an eye out for an invite to our second session in a few weeks.
With the Phase Two Rollout of Customer Self-Service Administration, Blend user admins have the ability to update a subset of global settings without the need to engage Blend Support or their account teams. One of these settings includes Organization updates. If you are updating the Email From Address or the Default Support Email Address to a different domain, your DNS CNAME entries will need to be updated. Failing to do so can result in email delivery issues. Reach out to Blend Support to get new SES records and update them before updating the email domain. FAQIf we change the email back to a domain we previously used, do we need new records from Blend?There is no need to generate new records, the records for the previously used domain will remain the same. If you need those records, Blend Support can provide them.ResourcesHelp Center article: Self-Serve User AdministrationRelease Notes: Phase Two Rollout of Customer Self-Service Administration (Requires Sign-in)Permissions Required: P
Trust is key to the loan officer and borrower relationship — establish it early on in the loan process with full transparency. Blend now integrates with all six of the nationally GSE-approved mortgage insurance providers so you can provide more complete estimated housing expenses and mortgage payments. Improve conversion by accurately advising borrowers on payments Manage and structure loan details within a single platform Reduce the time LOs spend in product pricing engines and LOS Take advantage of this new LO Toolkit feature. Read more on our blog and connect with your account partner to schedule an enablement session to configure this integration.
We seem to have this issue when we do a 2nd loan for a client that's already in Blend. He is trying to log into the new loan, but he doesn't remember his password. When he tried to reset it, the email just takes him back to the login page and doesn't give him to option of resetting his password. Do you know how I get around this?
This article covers some of the most frequently asked questions on Blend’s SMS feature. What phone number will borrowers be receiving SMS from?Messages will be sent from the 800 toll-free number assigned to the lender organization. Can each LO have a different number?The 800 toll-free number will be the same for all LOs. Can the borrower reply to an automated text message?The SMS feature is one-way only. Aside from the opt-in/out words below, any other replies to automated messages are not monitored. If the borrower replies to an automated SMS, nothing will happen.STOP, UNSUBSCRIBE, CANCEL, or QUIT, opts out the borrower from receiving SMS messages. YES or START to the initial text, subscribes the borrower to SMS text message updates. START or UNSTOP resumes SMS messages if the borrower has opted out. Is it possible to send mass invitations (in bulk) via SMS?No. Similarly to email invitations, they can only be sent on a per-loan basis. Can the primary borrower subscribe the co-borrower
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