Overview
Income Analysis transforms borrower income documents into a dynamic Task List, highlighting items that may require your review. One such task is Match Orphan W2s, Paystubs and VOEs, which appears when a W‑2 and paystub are not automatically matched to the same employer—often due to differences in how the employer name is listed (for example, a legal name versus a DBA).
In just a few clicks, you can confirm the correct employer match and complete the task using one of two available options.
Match Orphan W2, Paystubs and VOEs
Option 1: Match using the Task List
This workflow option is universal and can be used by any role - Loan Officers and Underwriters.
From you Income Analysis order, open the Task List.
Locate the Match Orphan W2s, Paystubs and VOEs task.
Click the caret icon to expand the task.
From the dropdown, select the match.
Click Update.
Option 2: Match from the Income Calculation tab
This workflow option is available only to users with Underwriter access.
From your Income Analysis order, select to the Income Calculation tab.
Navigate to the Wage income section.
Locate and click the Match button.
From the Match Parent Company popup, open the Select a Company to Match dropdown menu and select the correct company.
Enter your comment(s) in the required Comment field.
Click Save Changes.
Outcome
You can confirm the correct employer and resolve the Match Orphan W2s, Paystubs and VOEs task from either the Task List or Income Calculation tab within Income Analysis.