Discover the streamlined power of AutomatIQ® Borrower Income Analysis through our comprehensive Loan Officer Experience. This video guide showcases how you can efficiently analyze and verify borrower income, ensuring accuracy and compliance with ease. Enhance your loan processing with expert insights and practical tools designed to elevate your service and decision-making skills in the competitive lending landscape.

Loan Officer Experience via the Encompass Desktop Application

AutomatIQ® Borrower Income Analysis

Loan Officer Walkthrough via the Encompass® Web Application

LO View Tab helps to quickly analyze the borrower’s income and allows them to focus on specific tasks in order to complete their portion of the income review. 

Loan Officer (LO) View Tab

Baseline:
$27,928
B1:  $22,844
B2:  $5,083

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Potential:
$32,801
B1:  $24,776
B2:  $8,025

LO Adjusted:
$29,857
Joint amount:  $0
B1:  $21,832
B2:  $8,025

UW Adjusted:
$29,857
Joint amount:  $0
B1:  $21,832
B2:  $8,025

From the Income Calculation tab, Loan Officers can access their own view to perform basic income calculations

LO View

Understand how the document are stored with the solution and how can identify the missing documents.

Document Storage

Understand how effectively you can use the task list to expedite your work.

Task List

Where to find the user guide or detailed walkthrough video for Income Analysis

User Guide 

SUMMARY
User Guide 
Getting Started
6:37AM Jan 20, 2025
5 Available Opportunities
5 Missing Documents
0 Data Capture Comments
IRS Total Reported Income
B1 / B2: 2022:  $375,900 2021:  $316,000
Tax Return Notes
Baseline:
$27,928
B1: $22,844
B2: $5,083
Potential:
$32,801
B1: $24,776
B2: $8,025
Adjusted:
$29,857
Joint amount: $0
B1: $21,832
B2: $8,025