Solution Bot - Application Archival in Blend

Managing and maintaining an accurate pipeline is an integral part of mortgage origination. This Solution Bot 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 bot to: 

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


Ready to start using this bot?

Request Solution Bot

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

This task is compatible with: 

  • Automate Ultimate 11.2 and higher 
  • Automate Plus 11.2 and higher 
  • Automate Desktop 11.2 and higher 
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by Fortra Professional Services. If you need our help to configure a bot, please complete the form here.