Income Analysis

Choose from the library below to learn more about a task

• How to Navigate Income Analysis

• How to Submit an Income Analysis Order

• How to Retrieve an Income Analysis Order

• How to Add Documents to an Existing Order

• How to Use the Task List

• How to Manage Opportunities

• How to Work with Income Analysis for Loan Officers

• How to Correct Unmatched Orphan W2s, Paystubs and VOEs

• How to Recategorize Paystub Earnings

• How to Manage Fannie Mae® Rep & Warrant for Wage Income

• How to Manage Fannie Mae® Rep & Warrant for Schedule E Rental Income

• How to Manage Fannie Mae® Rep & Warrant for Self Employed Income

• How to Manage Freddie Mac® Rep & Warrant for Wage Income

• How to Manage Freddie Mac® Rep & Warrant for Self Employed Income

• How to Work with Wage Income for Underwriters

• How to Work with Self Employed Income for Underwriters

• How to Work with Rental Income for Underwriters

• How to Work with Other Income for Underwriters

• Acceptable Documentation Types for Income Analysis

• Income Analysis Calculations & Configurations

• GSE Rep & Warrant Programs

Live Product Training

Explore the core capabilities of Income Analysis in a live, guided walkthrough with real-time chat, polls, and Q&A.

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• How to Add Cotality™ as a Freddie Mac® AIM Check Service Provider for Digitized Paystubs & W-2s

• How to Access AutomatIQ® Borrower Release Notes

• How to Add Income Analysis as a Service Provider in Encompass®

• How to Set Up Income Analysis User Credentials in Encompass®

• Encompass® Partner Connect (EPC) Provider Field Names & Extensions

• Workflow Automation for Automated Income Analysis Ordering in Encompass®

• How to Update the Income Analysis Document Mapping Folder in Encompass® Partner Connect (EPC)

Visit the FAQ page for answers to common questions about the product.

To contact Income Analysis Support:

Phone: (855) 466-2456 (Press 1, then 3; then 1 for access or upload questions, and 2 for report questions)
Email: automatiq-customerservice.crd@cotality.com
Hours: Monday - Friday 5 AM to 6 PM PST

Tip: To expedite your request make sure have your borrower’s name and loan number or submission number readily available.