
Chris Mace
Articles
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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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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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Sending Disclosures
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...
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Requesting eConsent
Please be aware of all limitations and 'Things to Know' prior to using the Blend Integration, info found here Click the icon for each borrower you want to request eConsent from Verify your Borrow...
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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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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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Encompass Settings
Encompass Settings Managing access to the integration screen This is done in Encompass Persona settings Help with Personas can be found here Managing access to buttons on the integration screen T...
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Send to Blend
What is it? The Send to Blend field ([CX.MI.BLEND.SEND.TO.BLEND]) is a calculation field that determines whether or not to send a loan to Blend. When this field is set to "Y" it will try to send th...
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Preliminary Requirements
Before the integration can work, the following must be complete after install/setup Add required fields to reporting database Add the following fields to the reporting database CX.MI.BLEND.ID.B...
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Getting Started
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...