Blend vs. Velmie

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

We began using Velmie in 2016, and have had a good experience with them. They are technically competent, and have done consistent work. As mentioned earlier, communication has become more difficult as of late. That said, our relationship continues, and as the review reflects, we are generally satisfied

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

Incentivized

• They have experience with social media APIs
• Initially, they were responsive
• The system did function, reasonably well for the initial few years.

• 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

• As they've grown, a little more complicated to communicate.

At the time we selected them as a vendor, we believed they were our best solution. They continue to support and maintain the system

• 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

• Initially they helped us support our users.
• When we have hit bumps, we have been able to work through them, an important quality.