Blend vs. BlueSnap

I have not experienced any other system that can do what Blend does as easily as Blend. It's very well suited for the mortgage industry and its ability to communicate with Encompass. I don't think it would be a great CRM tool for a company that doesn't need multiple touch points to a client, for instance, if you simply need a name, phone number, and email address Blend would be overkill. Blend is designed specifically to capture a lot of specific details about a client's financial position.

Incentivized

Bluesnap admin usability is much higher than other processing gateways on the market. The integration and reporting is above average

Incentivized

• Easy to use
• Transfers between Blend to Encompass easily
• Runs employment verification

Incentivized

• Sufficiently good technical documentation.
• Good sandbox (though missing some features).
• Stable, works quite well.
• Continuously improving.
• Great webinars, information sharing.
• Economic.
• A company of people.

Incentivized

• Adding non occupant co-borrowers can be challenging
• I wish we could mirror the client's screen in real-time so we can see where they are in the application
• The user side can be a little challenging, some fields are required to be filled out even though they are not important to the application

Incentivized

• Launch support was lacking. They did help with initial setup but after that, it was tough to get questions addressed.
• Reporting is robust but complicated.
• Having support staff on both coasts.

Incentivized

Merchant e solutions has a truly awful admin website and is clunky to use. There are almost no options for customization. Bluesnap allows configuration to fit our needs and a much better customer service experience.

Incentivized

• Blend allows me to manage my pipeline easily without having to resort to Excel
• Captures things like birthdays allowing me to have a reason to call clients
• Clients love that it's a secure portal, no more replying to emails with sensitive documents

Incentivized

• Pro-Active Support Response.
• Seamless Integration with our CRM and other tools.
• Offering Multiple Payment Options to Customer leading to more conversions.

Incentivized