Misc...

Question 1

How to auto login to Blend environments?

Answer 1

https://blend-borrower-kensiemae.beta.blendlabs.com/#/pipeline/

To log in, replace the < # > in the URL with < auth/saml/blend >

Question 2

When does compliance report generate?

Answer 2

• Submit
• Download application package
• TRID triggers?

Question 3

What is Whitelist for in Admin -> Configuration -> Security?

Answer 3

When creating a new user (like for an LO, LOA, etc…), the user’s email address (domain) used on the new user setup form must appear in the whitelist.

Question 4

Is the NMLS# required when adding new user?

Answer 4

If the user is an LO, Blend won’t add the account unless the NMLS# is included.

Question 5

What is important about matching the username in Blend (New User) with the username in Encompass (or other LOS)?

Answer 5

If usernames (email) don’t match, LO may not be assigned to the loan in Encompass or may not be able to export (post-sub) loan from Encompass to Blend.

Question 6

What is the purpose of the banners in Admin -> Configuration -> Support?

Answer 6

We (or the lender) can create warning banners that display on the screen (for example “Applications are not properly exporting to Encompass”) or can also display banners in borrower portal.

Question 7

If somebody can’t export a loan, what is the proper way to solve?

Answer 7

Don’t just tell them to press the “Export” button. There are things to check behind the scenes. For example:
There is a role permission required to export loans -> VIEW -> “Export loans” do they have this permission? If not, are they supposed to have it for their role (probably best for them to check with their admin on that.)
TRID may be suppressed so loan isn’t auto-triggering. (“Your settings” -> Admin -> Configuration -> Compliance)
What LOS are they using? (“Your settings” -> Admin -> Configuration -> Integrations)

Question 8

Steps to manually export loan into Encompass?

Answer 8

“Download application package”
Grab the MISMO file out of the zip file
Send the MISMO file over to the Windows jump box via send.blend.com
Retrieve the file from the Win box (use Chrome to go to retrieval URL from send.blend.com and then enter passphrase). Save file (it will store it in downloads under user).
Then from within Encompass, click on “Pipeline” drop-down, then “Import”
Select type of Import file (MISMO or FNMA)
Choose the radio button to ‘Not assign Loan Officer’ or can choose to ‘Assign to LO’ and then choose officer
Then navigate to downloaded folder ( C:\Users\lance-julander\Downloads\MISMO_last_name)
Select the template type (like “Conventional” template)
“[Import]” loan

Question 9

How start loan in Encompass and push over to Blend?

Answer 9

In Encompass, start new loan, fill in fields and then do “Services” -> “Additional Services” -> “Blend”, but choose the radio button “Start a post-submission loan in Blend” *Note: When you click “Invite borrower” in Blend, it will only invite borrower to submit follow-up info since Encompass is “Source of truth” and borrower info is already in Encompass.

Question 10

The only guaranteed way to know a loan exported?

Answer 10

Look for LOS Primary Key in ACTIVITY log.

Question 11

What are the items of a loan that change on the Blend side when a loan is exported?

Answer 11

• Reference ID number
• Exportable Status (set to ‘yes’ so that Encompass can - - look for loans waiting to be imported
• LOS Primary Key is set

Question 12

How send sensitive data/files to someone?

Answer 12

https://send.blend.com/ - site to send encrypted files/text to another person/server

Question 13

When LO does a loan ‘take over’. What does the borrower see when they login?

Answer 13

Their loan has been pushed to the follow-up stage.

Question 14

How troubleshoot lender MFA issues?

Answer 14

MFA setting is found in Admin -> Configuration - > Security (Lender 2-Factor Auth Mode)

1) Reset their MFA (Admin -> Users -> (select user) -> Click “Reset MFA” button at top.

When user logs in, they will be prompted to re-enter their phone number (can select to be contacted by SMS or voice to cell or voice by landline)

Should try all 3 above before proceeding below.

2) Check to see if it’s a reception issue. (can they get calls/txts from other numbers?)
3) Are they using Authy or 3rd party authentication acct?
4) Check for Twilio outage.
5) Check with their phone provider to see if messages are blocked
6) If all else fails, ask them to use a friend or family’s phone number

https://blendlabs.atlassian.net/wiki/spaces/CS/pages/1471185001/
Troubleshooting+MFA+issues