Depending on borrower preference, you can take the initial application over the phone or have the borrower complete a Blend application online. Currently you can’t take a full application in LO One, but you can use it for initial basic info lead intake and then export to Encompass from there. If you take an application over the phone, you have the option to enter the application into Blend or into Encompass. This is a matter of preference. If you start in Blend, you’ll eventually need to “push” the app to Encompass. If you start in Encompass, you’ll need to link the app to Blend.
Click the links below for more information:
- Borrower starts an application in Blend
- LO Team enters an app in Blend
- If you start an app in Encompass you will need to link it to Blend.
- Working with a lead in LO One.