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 action or steps are needed, and these controls will NOT be displayed. With larger teams where several differing roles are
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 demand. To keep you informed of the progress we provide a number of icons to give you detailed status of
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 an order is placed it can not be modified. The user is responsible for ensuring the scope of the order
IncomeXpert PLUS allows users to upload borrower income and tax documentation and have the information scanned to automatically create an income analysis report. IncomeXpert PLUS eliminates most human data entry from the income analysis and automates the process to provide more efficiency and savings for clients. Clients can upload tax returns for processing be assured their information is being handled quickly and correctly. This article gives an overview of the workflow from start to finish
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 in delays in processing your loan file, additional quality control charges due to manual processing, or incorrect income analysis. These
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 to apply Adding income sources to borrowers Entering income information Reviewing income analysis report
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 try again. Be sure to wait the full 5 minutes, or further failed login attempts will reset the 5-minute timer. After
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 to the account. Contact your admin for your Blueprint account. On the ACCOUNT page you will see a button called
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. Upon creating a loan your account is debited for the cost of one loan. Next you will need to add
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 need to reset it. To start a password reset, go to the login page for IncomeXpert. https://income.getblueprint.io/Account/Login.aspx On the right
