Product Education Center

  • Updated on Jun 18, 2025
  • Published on Jun 17, 2025
  • 1 minute(s) read
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Product Education Center

Looking for a structured onboarding experience? Log into our Product Education Center and complete the digital courses to learn more about Income Analysis and take full advantage of the product features and functionality.

  • To enroll in a course, click the image or link below.

  • First time users will be required to register a username and password to access the courses.

Income Analysis Quick Start Training (LO) - Encompass®

Course Description

This course provides a streamlined introduction to the Income Analysis tool within the Encompass platform and is tailored for Loan Officers (LO) and Loan Processors (LP). After completing this course, you will be able to understand the purpose and core functionality of the tool, efficiently submit an Income Analysis order, retrieve and manage the results, and access ongoing support and available resources.

Click to Access Course

Income Analysis Quick Start Training (UW) - Encompass®

Course Description

This course provides a streamlined introduction to the Income Analysis tool within the Encompass platform and is tailored specifically for Underwriters (UW). After completing this course, you will be able to understand the purpose and core functionality of the tool, efficiently submit an Income Analysis order, retrieve and manage the results, and access ongoing support and available resources.

Click to Access Course

Income Analysis Quick Start Training (LO) - AutomatIQ® Borrower Web Platform

Course Description

This course provides a streamlined introduction to the Income Analysis Tool within the AutomatIQ® Borrower web portal and is tailored for Loan Officers (LO) and Loan Processors (LP). After completing this course, you will be able to understand the purpose and core functionality of the tool, efficiently submit an Income Analysis order, retrieve and manage the results, and access ongoing support and available resources.

Click to Access Course

Income Analysis Quick Start Training (UW) - AutomatIQ® Borrower® Web

Course Description

This course provides a streamlined introduction to the Income Analysis tool within the AutomatIQ® Borrower web portal and is tailored specifically for Underwriters (UW). After completing this course, you will be able to understand the purpose and core functionality of the tool, efficiently submit an Income Analysis order, retrieve and manage the results, and access ongoing support and available resources.

Click to Access Course

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