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Chris Mace

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Latest activity by Chris Mace
  • Chris Mace created an article,

    Support Requests

    To submit a support request, navigate to the mi.Blend Integration screen and click the mi Support button. If you do not see this button, contact your administrator to upgrade your environment to t...

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  • Chris Mace created an article,

    Release Files

    Release Files This area is for clients that already have the integration running. If you are installing for the first time, please see Getting Started. Before importing any file it must be unbloc...

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  • Chris Mace created an article,

    Unblocking Downloaded File

    To "unblock" a file, right-click it in Windows Explorer, choose Properties from the context menu, click the Unblock button/checkbox in the lower right-hand corner of the resulting dialog, and hit O...

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  • Chris Mace created an article,

    Non-Borrowing Owner

    Encompass documentation regarding non-borrowing owner Borrower Information - Vesting Borrower Vesting and Non-Borrowing Owners Video Tutorial Non-Borrowing Owners Quick Reference Guide When send...

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  • Chris Mace created an article,

    Auto-Push - New Loans

    How it works When an application is completed in Blend the loan will be pushed to Encompass and assigned to the LO chosen. This "mapping" is done by the email address input for the LO in their Blen...

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  • Chris Mace created an article,

    Retrieve Disclosures

    If Auto-Push Docs is enabled, the retrieve portion of this documentation is not required and you may skip to "Auto-Assign". Note: For convenience, retrieve can still be used to download previously...

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  • Chris Mace created an article,

    Support & Maintenance Terms

      Phone Support 8am to 6pm MST (Monday - Friday) (excluding company holidays) Support Phone (877) 693-8863 Support Email [email protected] Case Logging Telephone Suppo...

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  • Chris Mace created an article,

    Create API User Account

    Entering Encompass credentials Account credentials are located at the top of the screen. We recommend making a separate account that you create for this specifically. This account can then be look...

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  • Chris Mace created an article,

    Things to Know

    The following are not supported Borrowers with the same email address Borrowers with the same SSN Sending a loan to Blend that was started in WebCenter/Consumer Connect OR has eConsent from WebCe...

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  • Chris Mace created an article,

    Go-Live Checklist

    Following are items to complete or consider prior to going live. Review and accommodate for all of the limitations in Things to Know Configure Send to Blend so only the loans you want to go to Ble...

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