Managing and maintaining an accurate pipeline is an integral part of mortgage origination. This solution template will automate the archiving of loans in Blend and can be configured to use a variety of factors to determine when loans should be archived, such as after a certain number of days or when a loan is closed in the LOS. This process eliminates the need for users to log into Blend and manually archive loans in their pipeline, removing one more manual task from the mortgage origination process.

You can use this solution template to: 

• Connect to Blend via API and update the status of loans to archived based on user-set criteria

Ready to start using this solution template?

A member of our team will follow-up to discuss your unique needs and requirements to help build and implement this solution template. 

This task is compatible with: 

• Automate Ultimate 11.2 and higher 
• Automate Plus 11.2 and higher 
• Automate Desktop 11.2 and higher