Blend is a great tool for mortgage originators!
August 29, 2022

Blend is a great tool for mortgage originators!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Blend

My team utilizes Blend to capture new mortgage business. It serves primarily as an online loan application tool where both the borrower, or myself the loan originator, can input information that generates a formal loan application within our system. Blend is highly customizable, can run credit, verify employment and collect documents securely. It's highly useful and very user-friendly.

Pros

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

Cons

  • 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
  • Transfer to Encompass
  • Securely upload documents, pull credit and verify employment
  • Ease of use to both Loan officer and consumer
  • 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

Do you think Blend delivers good value for the price?

Yes

Are you happy with Blend's feature set?

Yes

Did Blend live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Blend go as expected?

I wasn't involved with the implementation phase

Would you buy Blend again?

Yes

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.

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