Account Management

I know my password, but want to change it. To change your password to a new one. Login to IncomeXpert...

If you have a PREMIUM, TEAMS, or ENTERPRISE account you will have the option to add additional users to your...

We take the security of your data seriously.  If someone attempts to log in incorrectly too many times we will...

Role management is the system by which a generic role can be given a set of permissions to manage access...

Roles management allows administrators to precisely adjust the permissions that each user on the account has.  The roles manager is...

At times you may want to create a copy of an existing file in IncomeXpert.   In order to make a...

If you are curious about your IncomeXpert and IncomeXpert PLUS usage history, a report outlining all of the files creates...

Encompass and Encompass Developer Connect provide lenders the ability to grant ISVs such as Blueprint, controlled access to their Encompass...

In short, you can’t. IncomeXpert does not allow deletion of a file for tracking purposes, compliance, and billing reasons.   If...

File locking is a feature to curb the practice of file reuse which is prohibited in our Terms of Service....

IncomeXpert has the concept of roles and enforces these via a Role Manager feature.  These roles control what permissions users...

IncomeXpert and IncomeXpert PLUS provide detailed trending analysis of income to help users see the bigger picture of a borrower...

In order to delete a user from your IncomeXpert account, you must have the correct role and permissions. Users must...

User groups (aka cost center) can be set up by account administrators to facilitate more granular detail when downloading usage...

What is SSO? SSO is an acronym that stands for single sign-on.  Single sign-on allows user to one set of...

Overview We have strict standards of security to safeguard your data and that of your borrowers.  We have physical, electronic,...

Effective July 1, 2023 IncomeXpert implemented controls to eliminate concurrent or simultaneous access of a loan by multiple users. When...