Settlement Agent Workspace - Uploading Closing Documents

Learn how to upload documents in Blend's Settlement Agent Workspace. This applies to all closing types: RON, Hybrid and Traditional paper-based closings.

• TABLE OF CONTENTS
  • Document Upload
  • Click Upload on the Overview screen.
  • Upload Button Greyed Out?

Document Upload

1. Click Upload on the Overview screen.
   

2. Click Add another document.
   
   
3. Select the desired document to be uploaded.
   
   
   
   
4. Click Upload.
   
   

   
   

   
    Note: The Settlement Agent can upload multiple documents at once or upload each document individually. If they are navigating back to the modal after each document upload, they should select “+Add Another Document” to keep adding documents to the upload.

If the Settlement Agent uploads completed ink sign documents and the electronic tasks are not yet completed, they will be promoted to indicate if the eSign documents are included in the ink sign package or if they will be reaching out to the borrowers to remind them to complete the electronic signing task.

The Settlement Agent can view documents they uploaded on the loan at any time under the Uploaded Document’ section by clicking the Download arrow button.

Upload Button Greyed Out?

If the upload button appears greyed out and is un-clickable, or if there has already been a closing package uploaded previously, there is still a method available to upload additional closing documents. On the Loan Overview page, you will find a link that can be clicked, labeled +Upload additional documents. Once this link is clicked, you should select the option for “Additional Borrower-Signed Closing Documents”. Choose the specific file from your file manager by clicking the +Add another document button and then Upload. The documents you upload will automatically be routed to the lender for their review in a seamless manner.

When it comes to uploading Title Documents, make sure to select the option for “Title Documents”. It is important to note that selecting any other options will prevent those documents from being properly uploaded into the Blend Signing Room for RON appointments. This ensures that all your documents are correctly categorized and processed.

Questions about Blend Settlement Agent Workspace? Reach out to support@blendclose.com and we'll be happy to assist.