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 rulesNo 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 agencyNo 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 fileAvoid 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 filesCustom 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 checksUnderwrite 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.
Sales Team Solutions
Automatic Doc Check
Know what docs are needed before the underwriter asksUpload 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 minutesUpload 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 incomeUse 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 fileAvoid 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 filesCustom 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 underwritingHaving 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.