API Income Type Mapping
IncomeXpert supports over 30 forms of income as defined by agency guidelines. When using the API it is important you properly map your borrower income type to the API call appropriate for this income. Income Type Database Type Hourly, Salary, Commission Employed 1065 1065 1120 1120 1120S 1120S Sch C Sch C Sch F Sch […]
API Calculation Type Selection
In the API you can select from a number of different calculation types. The following list outlines the enumeration values versus the calculation type. For the website users, these enum values map back to the radio buttons in the Income Analysis section of the INCOME page. Example Income Analysis table for Employed borrower with VOE. […]
API Mapping for Employed Income
Self-employed income has an inherent mapping built into the naming of the API signals by virtue of the tax return line numbers. Employed borrowers (salary and hourly) require a bit more explanation to properly map the income fields in Blueprint to the API variables. Non-VOE The example below has three years of income shown. The […]
API Mapping for REO Income
The REO (real estate owned) income type is used for rental properties, second homes, and land. The Blueprint API can be used with two main forms, a Lease agreement or a Schedule E. The API contains additional parameters which are not used in the Lease Agreement or SchE and are not described here. These parameters […]
How do I get an API key for Encompass?
Encompass provide lenders the ability to grant providers such as Blueprint, controlled access to their Encompass instance and the data within it. The steps to link the client’s Encompass instance to Blueprint are outlined below. Blueprint uses the Encompass Partner Connect (EPC) interface for setting up the integration of IncomeXpert to Encompass. The integration can […]
How do I integrate Encompass to IncomeXpert?
Blueprint now offers an integration with Encompass to allow users to reduce manual data entry, duplication of information, and opportunities for human error. This integration saves time lost in manual human data entry of repetitive information in two systems, Blueprint and Encompass. This integration leverages a single source of truth for both systems to ensure […]
How to get a usage report
If you are curious about your IncomeXpert and IncomeXpert PLUS usage history, a report outlining all of the files creates can be pulled from the ACCOUNT page in Blueprint. Click the Usage Report button. NOTE: In order to see the ACCOUNT option in the menu, the user must have one of the following permissions assigned to […]
How do I copy a file?
At times you may want to create a copy of an existing file in IncomeXpert. In order to make a copy of a file, first open the file you want to create a copy from. On the BORROWER page you will see icons in the center of the page under the agency radio buttons. Hovering […]
Role Manager
Roles management allows administrators to precisely adjust the permissions that each user on the account has. The roles manager is very flexible, but it can be hard to understand at first. Let’s break it down. For more detail on specific permissions, see our Permissions Overview article. A role is a collection of permissions. It is […]
Role Manager Permissions
Role management is the system by which a generic role can be given a set of permissions to manage access and capabilities to specific users. Central to this are the specific permissions that are enabled or disabled for a given role. Some permissions are repeated if multiple file types are created. All accounts have at […]