Effective May 15, 2026: IncomeXpert now runs through a new workflow inside your Encompass Desktop Client (Smart Client). Both IncomeXpert Guided and IncomeXpert PLUS income analysis launch from the same place — the Services tab — and complete inside the Blueprint web UI.
NOTE if your team uses the WEB VERSION of Encompass this does not apply, see separate Knowledge Base Article on WEB ENCOMPASS work flow
This replaces the previous Encompass Partner Connect workflow where the full IncomeXpert application was accessed via the Services tab window. The new workflow supports a dual-screen workflow where the user can fully utilize Encompass while editing IncomeXpert via the web. If you’ve used IncomeXpert with Encompass before, the work you do is the same — the path to get there is now consistent for every loan file and every reviewer on your team.
Quick start Videos
Short walkthroughs of each review type are below. We recommend every team member watch the one that matches the review they run most often.
IncomeXpert Guided Review (no document upload)
Use this when your underwriter or processor is keying income directly from documents that live elsewhere — paystubs, W-2s, tax transcripts, etc.
Watch the Guided Review walkthrough
IncomeXpert PLUS Review (with document upload)
Use this when you want Blueprint to digitize and extract data from uploaded income documents.
Watch the PLUS Review walkthrough
Workflow Slides for References
(PDF Slides) NEW ENCOMPASS WORKFLOW MAY 15 2026