You can now conveniently access and use IncomeXpert directly within your Encompass system via Encompass Partner Connect. This seamless integration allows you to complete income evaluations without ever leaving the Encompass environment.
To help you get started, we’ve attached a video tutorial and presentation that provide a step-by-step walkthrough of the entire process—from launching IncomeXpert within Encompass to completing a full income evaluation.
When working in the web view of Encompass, you can use the E Folder to view borrower income documents side by side with IncomeXpert. This side-by-side setup streamlines data entry, reduces the chance of errors, and makes it easier to generate accurate income evaluation reports efficiently—all from one centralized location.
A video tutorial and Quick Reference Guide are included below to walk you through the process visually or give you a quick cheat sheet for daily use.
Take a moment to review them — whether you’re a first-time user or just need a refresher, they’re here to help.