Lead Generation Guide: How to Integrate with Blend
This guide will cover the common patterns that Lead Generation partners use to integrate with Blend, and point you to
all the resources you need to enact those patterns for your Lead Generation channel.
Lead Generation Patterns
Lead Generation is a one-way integration pattern with Blend that sends the consumer's integration into Blend to begin
the transaction process. If you are using a combination tool for Lead Generation and CRM, you will want to look at the
CRM Integration Guide
One-way integrations send consumer data to Blend in order to start a loan or other transaction. They do not receive
updates as the consumer moves through stages of the transaction or if the consumer's data is updated in Blend.
One-way Lead Generation integrations are usually initiated from the LeadGen tool's side. Most often this is manually
triggered by a button clicked by the consumer or sometimes automatically triggered based on logic in the LeadGen tool.
A consumer must be tied to at least 1 loan or banking transaction in Blend, which means this process must also create
the Loan the consumer will be attached to.
Follow the steps on the Create a New Home Loan page to create a loan and add consumers and their
information to the loan.
Updated over 3 years ago