About Blend

Blend is a cloud-based digital lending platform that allows banks, credit unions, and mortgage companies manage leads and streamline lending services. Professionals can utilize the artificial intelligence (AI) technology to automate application processes, provide answers to customer queries, and request mandatory documentation after the submission of applications.

Blend enables enterprises to monitor the status of loans, outstanding requests, and borrower activities on a centralized platform. Customers can upload documents to the system and managers can access submitted applications from the built-in storage portal. Blend also offers mobile applications for iOS and Android devices, which allow loan officers to create new leads, sign digital documents, and receive automated notifications about loan status updates.

Blend facilitates integration with Encompass, allowing businesses to manage disclosures, import files, and review asset statements. Administrators can upload user details in bulk with information such as branch, employee ID, NMLS number, loan type, role, and more. It also helps professionals assign submitted applications to loan officers and generate pipeline reports.


Business size



United States

Supported Languages



Blend create new leads
Blend loan progress tracking
Blend notifications
Blend pipeline management
View 5 more
Blend screenshot: Blend create new leads Blend screenshot: Blend loan progress tracking Blend screenshot: Blend notifications Blend screenshot: Blend pipeline management


Total features of Blend: 30

  • API
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Applications Management
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Automatic Notifications
  • Built-In Database
  • Client Portal
  • Contact Management
  • Content Filter
  • Data Import
  • Digital Signature
  • Document Management
  • Document Storage
  • Filtered Views
  • Follow-up Scheduling
  • Lead Assignment
  • Lead Management
  • Mobile Alerts
  • Multiple User Accounts
  • Pipeline Management
  • Pipeline Reports
  • Reporting & Statistics
  • Self Service Portal
  • Status Tracking
  • Third Party Integration
  • Workflow Management



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Overall rating

3,5 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 2
Michael M.
Overall rating
  • Industry: Financial Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

feature rich

Reviewed on 2020/05/09

speed to market with market-leading POS software... exactly what we needed

speed to market with market-leading POS software... exactly what we needed


product is feature rich and borrowers and banker both find it easy to use; we get lots of positive feedback


integrations need to improve--this is happening now, so that is good.

Bette D.
Overall rating
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

New Idea

Reviewed on 2019/09/14

Concept seems good but there would need to be more features to continue use.

Concept seems good but there would need to be more features to continue use.


The app was easy to download and provided by a lender with the goal to connect the realtor and realtor's buyer lead to the lender.


It did not work out like intended. Buyer did not follow through with the app to fill out a mortgage application at least via the app. It could get cumbersome for a Realtor to keep up with an app for each different lender.

Blend FAQs

Below are some frequently asked questions for Blend.

Blend offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Blend for pricing details.

Blend offers the following features:

  • Audit Trail
  • Contact Management
  • Document Management
  • Lead Management
  • Pipeline Management

Blend has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Blend supports the following languages:


Blend supports the following devices:

Android, iPhone

Blend integrates with the following applications:

DocuSign, Google Maps, Plaid, Surefire CRM, User.com

Blend offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base

Related categories

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