The Blend integration allows Total Expert users to invite their contacts to apply for loans within the Blend product. Once contacts are pushed from Total Expert to Blend, the user lands on a form where they can update contact details and choose if an application invite should be emailed from Blend.
- Contact details are simultaneously updated within TE if any changes were made.
- Total Expert obtains and stores lead application data within TE once a lead creates an application within Blend.
- Total Expert creates a new contact if the contact does not already exist in the TE system.
- On the top navigation, click your account name > Integration Settings.
- Next to the Blend integrations, click Connect.
- Enter your email address that is specific to your Blend account.
- Note: The entered email is what is used to indicate who the owner of the lead is within Blend.
Click HERE for Blend FAQ.