How it fits your workflow.
Blend supports digital applications and account opening for banks, credit unions, and mortgage providers. A connected workflow should preserve what the applicant submitted and where the application stands. That context can support a handoff without treating an unfinished application as an established financial account.
WORKFLOW FOCUS
Digital application progress and customer onboarding handoffs.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why distinguish an incomplete application from an active account?
They represent different customer stages. Follow-up should reflect whether information is still being collected or a financial relationship has actually been established.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.