The IncomeXpert and Encompass Partner Connect integration simplifies your underwriting and processing workflow by allowing you to upload, review, and analyze borrower income—all within Encompass. Please refer to the accompanying video tutorial for detailed, step-by-step instructions.
Key Benefits
Seamless Workflow:
Upload income docs directly from Encompass via Blueprint IncomeXpert in the Services tab.
Smart Automation:
Documents are automatically classified and key data is extracted using AI-driven systems.
Human-in-the-Loop to ensure quality:
If automated results aren’t aligned, our team steps in to ensure accuracy—typically within 60 minutes (guaranteed within 4 hours).
Workflow Highlights
Document Upload:
Upload tax returns, VOEs, paystubs, and award letters via Encompass eFolder.
Agency Selection:
Choose applicable agency rules (e.g., Fannie, FHA, VA).
Tax Year Confirmation
Indicate the most recent tax year being submitted.
Classifier & Extractors:
Documents are processed by our classifier and verified through three independent extractors for accuracy.
Status Notifications:
You’ll receive email updates when processing begins and when results are complete, including any QC notes if additional documentation is needed.
Accuracy & Turnaround
Blueprint stands behind its income calculations and underwriting rule evaluations. Most results are returned within an hour, with a guaranteed turn time of four hours—even during peak times. Support hours are Monday–Friday 8AM–6PM ET and Saturday 9AM–2PM ET.
Next Steps
For a full walkthrough of the process—including navigation, file upload, and result review—please watch the training video linked with this article.