UPLOAD TAX RETURNS

Free your team from wasted time on manual data entry and the risk of human errors and typos

FULL QUALITY CONTROL REVIEW

All automation files have a full domestic Quality Control review before being released to the client

HYBRID AUTOMATION

Use Blueprint manually or add automation where you need a boost.  No rigid all-or-nothing plans here.

All EMPLOYED AND SELF-EMPLOYED INCOME

Single source of truth for all income analysis.  Tax forms, W2, Paystubs, VOE, VOI, Profit and Loss

Cost Effective Automation

Blueprint has a low base file charge and a per-page surcharge.  This allows you to control your costs very precisely by only uploading what you want to automate.

Mix manually entered income with automation entered income on the same file.  Not sure how to handle an 1120?  Upload it and let us do it for you.  Are you rock solid on calculating a SchC?  No problem, don’t upload those and control the cost by doing that manually.

Our software scans income documents and automatically creates an income report for you.

Income Types Supported by IncomeXpert PLUS

Employed (W2)

Employed (Paystub)

Employed (VOE / VOI)

Rental Income

Schedule 1

Schedule C

Schedule E

Schedule F

1065 & K1

1120

1120S & K1

How does it work

1. CREATE

Create a loan and add borrowers in IncomeXpert, this tells IncomeXpert  which borrowers to target during the scan

2. UPLOAD / SCAN

Upload tax returns, W2, VOE, or VOI

3. QUALITY CONTROL

IncomeXpert notifies you that the scan and QC are finished and points out any issues

4. REPORT

IncomeXpert notifies you QC is complete and you can review your full income report