Blend Loan Team - Processor Assignment

Early Access, subject to change

How it works

Every time the integration detects a loan was modified it performs the following on the loan

  • If Encompass has no processor
    • nothing is done
  • Queries Blend for the current assignees
  • If the processor is already assigned to the loan in Blend
    • nothing is done
  • If the processor is not already assigned to the loan in Blend
    • attempts to assign the processor to the loan in Blend
    • updates the Encompass log with the result of the attempt
    • if the processor does not exist in Blend
      • updates the Encompass log with the result of the attempt

Updating the processor directly in Blend is not supported by this process.

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