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Derik Anderson

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Recent activity by Derik Anderson
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  • Blend Loan Data Update

    1. Blend Integration
    2. Usage Guides

    How it works Every time the integration detects a loan was modified it updates the following data points on the loan in Blend Property Address The subject property address (Blend's API requires, a...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Secure Form Transfer

    1. Blend Integration
    2. Usage Guides

    Sending documents via Encompass Secure Form Transfer functionality is supported and sent to Blend as a View Only Disclosure Blend Borrowers Only borrowers and co-borrowers are supported at this t...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • View Only Disclosures

    1. Blend Integration
    2. Usage Guides

    When sending disclosures with no eSign documents, we have an added an additional Borrower Signing Option that doesn't ask the borrower in Blend to sign and return the document. After clicking the ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Blend Loan Follow-ups eFolder Button

    1. Blend Integration
    2. Admin / Technical Guides

    How it works Click the eFolder button shown below to open the follow-ups tab in the Blend loan. Configuration Add CX.MI.BLEND.INST.URL custom field to Encompass CX.MI.BLEND.INST.URL Documentatio...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • Blend Milestone Update

    1. Blend Integration
    2. Admin / Technical Guides

    How it works Every time the integration detects a loan was modified it performs the following on the loan Queries Blend for the loan milestone If CX.MI.BLEND.MILESTONE and Blend milestone are the ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Blend Loan Team - Loan Officer Assignment

    1. Blend Integration
    2. Admin / Technical Guides

    How it works Every time the integration detects a loan was modified it performs the following on the loan If Encompass has no loan officer nothing is done Queries Blend for the current loan off...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes

  • Auto-Push - New Docs

    1. Blend Integration
    2. Admin / Technical Guides

    How it works When a document is added to a loan* in Blend, it is pushed to the "Unassigned" folder in Encompass. *Only loans that have been processed by the Mace Innovations Blend Integration with...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Blend Loan Team - Additional Assignments

    1. Blend Integration
    2. Admin / Technical Guides

    How it works Every time the integration detects a loan was modified it performs the following on the loan If Encompass has nothing in CX.MI.BLEND.LOAN.ASSIGNEES nothing is done Queries Blend fo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Auto-Invite Borrowers

    1. Blend Integration
    2. Admin / Technical Guides

    How it works Auto-invite occurs if all criterion are met... Loan Criteria CX.MI.BLEND.BORR.AUTO.INVITE = Y CX.MI.BLEND.SEND.TO.BLEND = Y Borrower Criteria Has not already been invited to Blend...

    • Edited
    • 1 follower
    • 0 comments
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