Agenda 2020

9:00 AM
Blend Developer Landscape
Developer

Get a walkthrough of Blend’s developer ecosystem and general overview of our products.

What’s possible in Blend
Support

See a live walkthrough of the current Blend experience for consumers and loan teams.

Blend Basics
Training

Learn how to train mortgage loan teams on core Blend capabilities and processes.

9:30 AM
Using Blend’s event system
Developer

Learn how to use Blend’s eventing system (similar to webhooks) to develop advanced integrations and trigger actions in your own systems.

9:45 AM
Supporting the consumer experience
Support

Develop your toolkit for providing consumers with an exceptional experience throughout their homebuying journey.

10:30 AM
Break
Developer
10:45 AM
Integration design patterns
Developer

Discover best practices for integrating Blend’s APIs with your microservices.

Break
Support
Break
Training
11:00 AM
Supporting loan teams
Support

Master the skills you need to maximize loan team efficiency through Blend’s platform.

Change management
Training

Explore best practices for rolling out new features, restructuring processes, retraining teams, and helping users retain key information.

12:00 PM
Lunch
1:00 PM
Data reporting and analytics
Developer

Learn how to tap Blend’s API for insights to help you understand loan team behavior, increase adoption, and improve performance.

Blend’s release process
Support

Learn best practices for implementing Blend’s frequent updates and communicating information on new features.

Beyond the Blend basics
Training

Learn how to train loan teams on the Loan Officer Mobile App, Disclosures, Insurance, Realty, and more.

1:30 PM
CRM integration
Support

Explore how Blend’s CRM integrations keep lead information in sync, using Salesforce, Velocify, or Total Expert as examples.

2:00 PM
LOS integration
Developer

Gain insight into how LOS integrations work for data, docs, and disclosures, using Encompass as a key example.

Break
Support
2:15 PM
Option #1: Encompass integration
Support

Discover tips for exporting loans to Encompass and managing disclosures.

Option #2 - Resolving issues through Blend’s API
Support

Learn how to address top issues that can be resolved by using Blend’s API.

Break
Training
2:30 PM
Support training
Training

Discover how to avoid the top 10 support issues.

3:00 PM
Break
Developer
3:15 PM
CRM integration
Developer

Explore best practices for common integration use cases including sending invites, pre-filling fields, and following up on abandoned applications.

3:30 PM
Get ready for certification
Training

Get ready for certification with an interactive review session.

 
4:00 PM
Certification exam
5:00 PM
Welcome Reception
9:00 AM
Welcome to Beyond
9:30 AM
Becoming a leading lender

Blend CEO Nima Ghamsari on developing innovations that put you in the lead. Learn how to maximize solutions available today, and get a first look at what’s next.

10:00 AM
Enabling an omnichannel future

Tim Mayopoulos in conversation with customers about what it will take to create a seamless consumer experience across all touchpoints.

10:30 AM
Morning snack break | Expo hall
11:00 AM
Serving the customer across a lifetime of financial moments
Consumer Banking

Hear from leading analysts and consumer banking experts on how to leverage technology partners in order to stay competitive and differentiate on service.

Operating in today's mortgage climate
Mortgage

Experts on the mortgage landscape unpack the biggest challenges consumers and lenders face in today’s climate.

11:30 AM
Consumer banking, reimagined
Consumer Banking

Charting a new industry standard for consumer banking. A conversation about the intersection of technology and organizational change with lenders who are leading the transformation.

Customer spotlight — meeting modern-day demands
Mortgage

Blend Head of Customer Success Barry May in conversation with customers about evolving consumer expectations and how lenders can rise to meet them by delivering an elevated omnichannel experience.

12:00 PM
Lunch break | Expo hall
1:00 PM
Customer case study — strategies for seamless implementation
Consumer Banking

Learn how lenders approached their consumer banking rollout and priorities.

Customer case study — delivering the digital mortgage
Mortgage

Hear how Blend’s customers are moving toward a fully end-to-end digital mortgage, including expanding disclosures capabilities.

1:30 PM
Customer case study — omnichannel in action
Consumer Banking

Delighting customers at every touchpoint. Best practices for an omnichannel experience including expanding your digital footprint and enabling branch teams.

Customer case study — unlocking 100% adoption
Mortgage

Get the secret sauce to 100% adoption through change management best-practices. Learn how to get your team on board and excited about successful digital transformation.

2:00 PM
Coffee break | Expo hall
2:30 PM
Best practices — core system integrations
Consumer Banking

Learn how Blend’s consumer banking platform integrates with core systems to unlock previously unimagined solutions. Our partnerships enable a simpler, more efficient technology stack.

Best practices — the modern day homebuying journey
Mortgage

Learn how lenders are evolving to delight the consumer at every stage of the homebuying journey. Leading lenders are embracing technology that enables them to spend more time in the position of trusted advisor.

3:00 PM
Consumer Banking product roadmap
Consumer Banking

The era of the consumer banking platform is here. Learn how to apply Blend’s solution to your business today, and hear the vision for omnichannel, omni-product experiences. Leave with a list of Product Showcase demos relevant to your business.

Mortgage product roadmap
Mortgage

We’re closer than ever to an end-to-end digital mortgage. Learn how to take full advantage of solutions that will take your business to the next level. Leave ready to navigate Product Showcase.

3:30 PM
Expo hall: Blend Product Showcase and partner demos
4:00 PM
The opportunity landscape

A look at the untapped potential within financial services.

4:30 PM
Customer awards

Join us as we recognize a few of the customer partners who championed industry transformation.

5:00 PM
Blend Bash
9:00 AM
Expanding accessibility

A conversation about how the industry must evolve to serve unbanked and underbanked populations. Hear about how we can work together to improve access.

9:30 AM
Learnings from day one of Beyond

Blend CEO Nima Ghamsari on key learnings from day one of Beyond, and what to expect from the roundtable discussions ahead.

10:00 AM
Morning coffee break
10:15 AM
Roundtable session A

Details to follow. 

11:10 AM
Roundtable session B

Details to follow. 

12:00 PM
Lunch | Expo hall