IncomeXpert PLUS Workflow
IncomeXpert PLUS allows users to upload income and tax documents to have them scanned. IncomeXpert PLUS eliminates most human data entry and automates the income analysis process. This article gives an overview of the workflow from start to finish so you can know what to expect. Prepare Clients must create a blank file in […]
IncomeXpert PLUS Supported Documents
IncomeXpert PLUS allows users to upload tax returns and other income documents and have the income automatically analyzed. IncomeXpert PLUS supports the following income types. Supported File Types When uploading documents to IncomeXpert PLUS users need to take care that the files being uploaded meet the following requirements. Failing to follow these requirements may result […]
IncomeXpert Overview Video
Do you want a full overview of IncomeXpert? This is a 10 minute demonstration of IncomeXpert. In this video we will provide a general overview of how to create a loan in IncomeXpert and analyze a borrower’s income. Topics in this video Creating a loan in IncomeXpert Adding borrowers to the loan file Picking agency guidelines […]
I’m locked out of my IncomeXpert account
We take the security of your data seriously. If someone attempts to log in incorrectly too many times we will lock them out for a period of time. This keeps hackers from constantly trying password combinations to gain access to your account. If you accidentally get locked out, just wait more than 5 minutes and […]
How do I add users to my IncomeXpert account?
If you have a PREMIUM, TEAMS, or ENTERPRISE account you will have the option to add additional users to your account. To begin go to the ACCOUNT page from the main navigation menu. If you don’t have the ACCOUNT option on your menu, this means your admin has not given you permissions to make changes […]
Creating your first loan file
Logging into IncomeXpert From your browser go to https://income.getblueprint.io/Account/Login.aspx Enter your user name and password. After a successful login you will be routed to the Loans page. Creating the Loan File From the Loan menu, click the Create Loan button. A new loan will be created and the screen will progress to the Borrower page. […]
How do I reset my password?
I know my password, but want to change it. To change your password to a new one. Login to IncomeXpert and click on your user name in the upper right hand corner. You will be taken to a screen where you can update your password or update your email. I don’t know my password and […]