How to Retrieve an Income Analysis Order

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Overview

Once you receive the email notification that your Income Analysis order is complete, you can easily retrieve it directly from your application.


Retrieve the order

Follow these steps to retrieve an Income Analysis order on the AutomatIQ® Borrower Portal.

   

  1. Sign in to AutomatIQ® Borrower Portal. The My Loans page displays.  

  2. From the My Loans page, locate your Income Analysis order by using the Filter or the Search bar.

  3. Once you’ve located your order, click the Loan Number link or View Analysis.

    Note: If you click the loan number, select the Income Analysis tab once your are in the loan record.

  4. Income Analysis displays your order.

Follow these steps to retrieve an Income Analysis order on the Encompass® Desktop.

   

  1. Select the loan from your Pipeline.

  2. Select the Services tab from the menu located in the lower left-hand corner.

  3. Locate the Order Additional Services menu and click the Document icon.

  4. When the Services dialog opens, select CoreLogic Income Analysis.

  5. Click Retrieve.

Follow these steps to retrieve an Income Analysis order on the Encompass® Web.

  1. From your Pipeline, select the relevant loan from the list of records.

  2. Select Services from the left-hand navigation bar.

  3. Click All Services from the dropdown menu.

  4. Locate the Income Analysis order, then click the Open Document icon to the far right of the entry.

  5. The Income Analysis window will display.


Outcome

You can retrieve your Income Analysis order once you receive your email notification that the order is complete.