Blend vs. OnRamp

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

Requesting and collating customer data and submissions is awesome - they see exactly what we need and can work through in their own time. This has been a game changer for us. the timeline is awesome too. it is less appropriate for managing ad hoc tasks internally

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

Incentivized

• Accountability of certain tasks
• breaking down what is needed for each task
• Being able to submit forms or ask for certain information

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

• Full management overview of all active projects in a Kansan style board would be good
• Tracking internal ad hoc tasks for projects like customer reported bugs or features, would be great to have follow up targets and better ways to track allocations for these
• Better way to return to a task overview after editing sub-task builders (at the moment it returns to the list and not the specific task or module)

It is very easy and great to use. I love how customizable it is and I can structure it for specific clients while also keeping a specifc theme

Incentivized

All of the others are internal only (or at least the features I have tried), and the key value for us with OnRamp is the customer facing portal. the internal project management and task tracking could be better when compared to other platforms - I probably still have a preference for Wrike or Asana personally for internal items

• 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

• A great way to keep track of all onboarded clients

Incentivized