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Getting Started

Creating your first loan file

Logging into IncomeXpert From your browser go to  Enter your user name and password.  After a successful login you...

IncomeXpert Overview Video

Do you want a full overview of IncomeXpert?  This is a 10 minute demonstration of IncomeXpert. In this video we will...

How do I copy a file?

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

Why is my borrower income zero?

Underwriters analyze borrower income to determine how much qualifying income can be used. Qualifying income must be stable and be...

Why are IncomeXpert cells greyed out?

When you select different lending agencies IncomeXpert will review the guidelines and adjust what fields are allowed.  Sometimes an agency...

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