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IncomeXpert
API FAQ
5 ArticlesSupplemental information to the API documentation.
Workflow Controls
3 ArticlesRole Management, workflow controls and other features for working in cross functional teams of sales and operations
Automation
5 ArticlesKnowledge base articles for document automation functionality
IncomeXpert Overview Video
Do you want a full overview of IncomeXpert? This is a 10 minute demonstration of IncomeXpert. In this video we will...
IncomeXpert PLUS Supported Documents
IncomeXpert PLUS allows users to upload tax returns and other income documents and have the income automatically analyzed. IncomeXpert PLUS...
IncomeXpert PLUS Workflow
IncomeXpert PLUS allows users to upload income and tax documents to have them scanned. IncomeXpert PLUS eliminates most human data...
IncomeXpert PLUS Terms and Conditions
IncomeXpert PLUS (the Service) is a income analysis service provided by Blueprint Solutions. Users of the service acknowledge and agree...
Document Manifest
Blueprint provides a document manifest to show what documents have been uploaded to the file, and what income types were...
Lock for Underwriting
Overview The Lock for Underwriting feature will restrict users who do not have this permission from editing the loan file. ...
How do I delete a file in IncomeXpert?
In short, you can’t. IncomeXpert does not allow deletion of a file for tracking purposes, compliance, and billing reasons. If...
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...
What are Income Advisories?
IncomeXpert reviews each loan for over 200 potential income advisories. These advisories will notify you of potential issues with the...
What is income trending analysis?
IncomeXpert and IncomeXpert PLUS provide detailed trending analysis of income to help users see the bigger picture of a borrower...
IncomeXpert PLUS Supported Income Types
IncomeXpert PLUS allows users to upload borrower tax returns and income documentation. IncomeXpert supports all agency income types, however IncomeXpert...
Overtime, Bonus, Commission, or Tips Not Determined?
The number one email we get from our clients working with employed borrowers on IncomeXpert PLUS is “My borrower has...
Multiple users in a loan
Effective July 1, 2023 IncomeXpert implemented controls to eliminate concurrent or simultaneous access of a loan by multiple users. When...
Adjust Selected Income
Overview The Adjust Selected Income feature will allow users with this permission to choose an income that was not recommended...
Missing income on IncomeXpert PLUS loan
If you notice some income sources are missing from your IncomeXpert PLUS loan that you expected to be there, it...
How to add PITI to IncomeXpert PLUS
On your email notification that your IncomeXpert PLUS loan is completed, you will see a notice that says: You must...
Reprocessing Documents in IncomeXpert PLUS
Documents uploaded for review and extraction with IncomeXpert PLUS are processed based on the tax years and agency selected....
IncomeXpert Encompass Workflow
Effective May 15, 2026: IncomeXpert now runs through a new workflow inside your Encompass Desktop Client (Smart Client). Both IncomeXpert...