How it works

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

Configuration

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