Chris Mace

Things to Know

1. Blend Integration
2. Admin / Technical Guides

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...

• Edited March 11, 2020 19:35
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Release Files

1. Blend Integration
2. Release Notes

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...

• Edited December 05, 2019 17:51
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Changing Borrower SSN #

1. Blend Integration
2. Usage Guides

SSN edit support for all Encompass forms SSN edit support via integration screen SSN's can be changed on any Encompass form and the plugin will update in Blend accordingly. For the most part, the...

• Edited November 07, 2019 22:49
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Auto-Push - New Loans

1. Blend Integration
2. Admin / Technical Guides

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...

• Edited September 17, 2019 18:45
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Getting Started

1. Blend Integration
2. Admin / Technical Guides

Configure Blend Environment Copy and paste the following in an email to support@blend.com and support@maceinnovations.com We are activating the Blend Integration with Mace Innovations, please prov...

• Edited September 12, 2019 21:32
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Support Requests

1. Blend Integration
2. Admin / Technical Guides

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...

• Edited August 30, 2019 20:39
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Sending Disclosures

1. Blend Integration
2. Usage Guides

To send disclosures through Blend you will send them as you normally do except for the last screen. Do not do anything on this screen other than indicating a Borrower Signing Option. The rest of th...

• Edited August 29, 2019 23:13
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Create API User Account

1. General
2. Mace Innovations

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...

• Edited August 13, 2019 19:17
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Retrieve Disclosures

1. Blend Integration
2. Usage Guides

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...

• Edited August 08, 2019 16:13
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Go-Live Checklist

1. Blend Integration
2. Admin / Technical Guides

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...

• Edited July 27, 2019 17:38
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