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Account Management

How do I reset my password?

How do I add users to my IncomeXpert account?

I’m locked out of my IncomeXpert account

Role Manager Permissions

Role Manager

How do I copy a file?

How to get a usage report

How do I get an API key for Encompass?

How do I delete a file in IncomeXpert?

File Locking & Reuse

Why can’t I see the same loan as my co-worker?

What is income trending analysis?

How do I delete a user?

Setting up user groups (aka cost center)

How to set up single sign on for IncomeXpert

Privacy Policy

Multiple users in a loan

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