Overview
Income Analysis makes it easy to upload documents to an existing order. the document upload and submission process for calculating eligible income sources. Users can select investor guidelines, match borrower pairs, and upload supporting documents from a folder or drive. This guide outlines each step, ensuring accuracy and compliance before final submission. The Income Analysis ordering process ensures quick and accurate income calculations and Rep and Warrant (R&W) results. The following article details how to create and submit an Income Analysis order via Encompass Web.
How to Upload Income Documents
Click Upload Supporting Documents to access the your Encompass documents folder
Click here to see the Acceptable OCR Documents
This view will display the entire contents of the eFolder.
Select the documents you want to upload, by checking the checkbox's. To facilitate locating specific files, you can sort, filter, and search for particular file names under the Document Groups. To preview any document from the eFolder click the links under Attached Files.
Upload files or additional files from your computer or another drive.
Click upload, once all needed documents have been selected, wait for each item to show as complete (in green) under Upload Status.
Click done. This will import a copy of the document and not move the files from your eFolder.
Supporting Document Types:
Format must be one of PDF, JPEG, TIFF or HTML
File cannot be more than 150MB
Document must be virus free
File must not be password protected, if there is a password you will be prompted to enter it
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Documents listed here will be submitted with the Income Analysis Order, you may remove any of them from this screen if needed.
IMPORTANT: You must click UPLOAD before you click DONE.
Review and Submit Your Order
Email notifications are sent to the user logged in when completing the order form. You may add up to 2 additional email recipients in this section.
Click Submit to complete your form submission. Immediately after submitting, you will receive an email notification confirming your submission. Additionally, you will receive another notification once the results are available.
When will the Income Analysis results be ready?
Results are typically available within 30 minutes for wage information and within 2 hours for tax returns, though they may take longer depending on complexity.