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 AutomatIQ Portal

AutomatIQ® Borrower Income Analysis

Loan Officer Walkthrough via AutomatIQ Portal

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

From the Income Calculation page, a Loan Officer 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 

How to download a copy or send to the Encompass® efolder 

Output Options

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Client Enablement