IncomeXpert supports over 30 forms of income as defined by agency guidelines. When using the API it is important you properly map your borrower income type to the API call appropriate for this income. Income Type Database Type Hourly, Salary, Commission Employed 1065 1065 1120 1120 1120S 1120S Sch C Sch C Sch F Sch F Military Military Interest / Dividend / Capital Gains & Loss Investment Unemployment Unemployment Asset As Income Asset As Income
In the API you can select from a number of different calculation types. The following list outlines the enumeration values versus the calculation type. For the website users, these enum values map back to the radio buttons in the Income Analysis section of the INCOME page. Example Income Analysis table for Employed borrower with VOE. Other income types have different Income Analysis tables and will differ. Employed Borrower Hourly / Salary / Commission / Bonus
Self-employed income has an inherent mapping built into the naming of the API signals by virtue of the tax return line numbers. Employed borrowers (salary and hourly) require a bit more explanation to properly map the income fields in Blueprint to the API variables. Non-VOE The example below has three years of income shown. The left column is the year to date (YTD), the center column is the One Year Ago, and the right column
The REO (real estate owned) income type is used for rental properties, second homes, and land. The Blueprint API can be used with two main forms, a Lease agreement or a Schedule E. The API contains additional parameters which are not used in the Lease Agreement or SchE and are not described here. These parameters are marked as Not Applicable and should not be used. Lease Agreement Schedule E
Encompass and Encompass Developer Connect provide lenders the ability to grant ISVs 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. Step One Blueprint must request the API key credentials from Ellie Mae. This typically takes 4-5 days to get the credentials back. Please provide the following information in RED to our support inbox and we will
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 commonality and reduce human error. The integration allows users to automatically Sync the borrowers in Encompass directly with Blueprint Create
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 their role. Add users Adjust roles for other users Delete users Reset passwords Next, select the month and year you
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 over the icon will display a tool tip as shown above. Use the two-page icon to start the file copy
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 a handy way to quickly assign a group of permissions to a user. So rather than assigning dozens of 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 least one file type. Additional file types for Employee Loans, or other special file types can be created. The role
