Blend Loan Follow-ups eFolder Button

How it works

Click the eFolder button shown below to open the follow-ups tab in the Blend loan.

BlendAddConditions-eFolderButton.PNG

Configuration

  1. Add CX.MI.BLEND.INST.URL custom field to Encompass

    CX.MI.BLEND.INST.URLmceclip0.png
    Documentation on custom fields can be found from Ellie Mae here
  2. Populate the field with the subdomain & domain only used to login to Blend.

    If you have one instance ID, populate the field with a static URL as shown above. If you have multiple instance IDs, configure the calculation accordingly or write a business rule that populates the Blend instance URL value

    This logic should mirror the logic used for CX.MI.BLEND.INST.ID if applicable with a subdomain & domain for each instance.
    Documentation on business rules can be found from Ellie Mae here
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