Learn how one tool can benefit both Operations teams and Sales teams.  We designed Blueprint to be fast and easy for Sales teams to use, but precise and comprehensive for Operations teams to rely upon.

Operations Team Solutions

Collaboration

Share income calculations real-time

See everyone’s work in real-time.  Clearly track changes and updates.  No more lost work over questioning the latest version.

Standardization

All files are processed using the same rules

No human variation in how income is determined.  Standardized income calculations ensure consistency across all files.  No more surprises in QA.

Guideline Compliant

Every income guideline; Every agency

No more relying on human memorization of income guidelines.  Guidelines are automatically applied every time for each agency.

Automated Data Entry

Upload tax returns directly into file

Avoid human data entry errors and upload your tax returns directly to the file.  Save labor costs and automate manual error-prone data entry tasks.

Control Access

Determine who can read or edit your files

Custom role management.  Define roles for all of your team and customize who can see and edit.  Add custom file types such as employee loans for additional control.  No more separate systems or custom solutions for employee, celebrity, or high net-worth clients.

Warnings & Advisories

200+ income cross checks

Underwrite with confidence.  Variable income, missing documentation, agency guidelines, and more.  Over 200 warnings and advisories checked on every file and clearly communicated in the income report.

Want to learn more about how our solutions can help optimize your teams?

Sales Team Solutions

Automatic Doc Check

Know what docs are needed before the underwriter asks

Upload the borrower’s tax returns and get back a full list of required and missing documents.  Faster closings for your borrower by avoiding document delays.

Self-Employed Income

Get accurate and compliant income in minutes

Upload borrower tax returns and get accurate and compliant income in minutes.  Know the answer before the underwriter does.

Pre-Qualification

Give accurate pre-qualifications without fear of underwriting changing the income

Use the same tool the underwriter is using to get guideline compliant income determination.  Never backtrack a pre-qualification again.

Automated Data Entry

Upload tax returns directly into file

Avoid human data entry errors and upload your tax returns directly to the file.  Save labor costs and automate manual error-prone data entry tasks.

Control Access

Determine who can read or edit your files

Custom role management.  Define roles for all of your team and customize who can see and edit.  Add custom file types such as employee loans for additional control.  No more separate systems or custom solutions for employee, celebrity, or high net-worth clients.

Common Tools

Use the same tools as underwriting

Having sales and underwriting in the same income tool?  YES!  Sales uploads tax returns and gets consistent and compliant pre-qualification income.  Underwriting verifies the calculations without having to re-enter the data.  Win-win.