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 […]
Lock for Underwriting
Overview The Lock for Underwriting feature will restrict users who do not have this permission from editing the loan file. The purpose of this feature is to allow companies to control editing of the IncomeXpert file as it moves through a workflow. Most clients use this feature as a transition from sales to operations. Detailed […]
Adjusting Recommended Income
IncomeXpert provides clients with several controls to grant the right permissions to their team based on job position, for example loan officer / processor / underwriter. By default IncomeXpert allows all users to change the recommend income (highlighted in blue) and deviate to other income values. This works well for small teams and no further […]
Document Manifest
Blueprint provides a document manifest to show what documents have been uploaded to the file, and what income types were found within those documents. When you upload a document to Blueprint your document is processed in the order it was received. Thus during peak times the processing time of your file may increase due to […]
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 to the following terms and conditions. Orders Users of the Service will place orders exclusively through the Blueprint order portal. Orders or amendments to existing orders can not be made through email or phone. Once […]