Blend vs. Finicity Connect

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

It's a very comprehensive and plenty of features as compared to its competitors. I like how it shorten the time it takes to verify account details, monitor balances or create verification reports easily. I like how it makes the consumer permission process super simple and intuitive and makes them fast to data needed to provide service instantly.

Incentivized

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

Incentivized

• Free access to our API endpoints.
• Helps to connect supports the TSP protocol to secure our user credentials when accessing information from our financial institutions.
• Integrate and connect anywhere within our web or mobile app using iFrame.
• Connect SDK resources for both web and mobile apps.

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

• Some features are complicated. Needs more training.
• The Finicity Connect API documentation is not available in all areas.

Incentivized

It allows our customers to grant Finicity authorisation and use of their account credentials to access their financial data. I like how it integrate Connect anywhere within our web or mobile apps using iFrame. Connect SDK resources for both web and mobile apps. Add more Security features to our clients data. The support is great for all our needs.

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

• Insights into customer-focused fintech innovation.
• Phenomenal end-users experience.
• Highest level security for our clients data.

Incentivized