Live Product Training: Income Analysis

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Upcoming Sessions - Register Now!

Getting Started with Income Analysis for Loan Officers
Tuesday, October 6, 2026 |  1 p.m. - 2 p.m. CST
Tuesday, November 10, 2026 |  1 p.m. - 2 p.m. CST
Tuesday, December 8, 2026 |  1 p.m. - 2 p.m. CST

Getting Started with Income Analysis for Underwriters
Thursday, October 8, 2026 |  1 p.m. - 2 p.m. CST
Thursday, November 12, 2026 |  1 p.m. - 2 p.m. CST
Thursday, December 10, 2026 |  1 p.m. - 2 p.m. CST


The Live Product Training will cover basic system navigation and the key functionality of our product. Access via specific loan origination systems will not be covered. These webinars are open enrollment. Participants will be anonymized and muted during the session. Interaction with the Cotality instructor will be conduced electronically via Q&A and polls.


To prepare for your session, complete the following:

Review these resources ahead of time to get the most value from your session.

  1. Complete the applicable self‑paced digital course ahead of time to get the most value from your session.

  2. Review the list of recommended how‑to articles and supporting resources.

    Tip: To access Help Center articles, make sure you’re registered. Click How to Access the Help Center for step-by-step instruction.

  3. Ensure you have the correct access to the Income Analysis application.

Getting Started with Income Analysis for Loan Officers

Getting Started with Income Analysis for Underwriters

Self-Paced Digital Course
Discover the core capabilities of Income Analysis within the AutomatIQ® Borrower or Encompass platform, for Loan Officers with interactive content including bite-sized lessons, hands-on practice, and real-world scenarios.

Click on a course below to get started.

Self-Paced Digital Course
Discover the core capabilities of Income Analysis within the AutomatIQ® Borrower or Encompass platform, for Underwriters with interactive content including bite-sized lessons, hands-on practice, and real-world scenarios.

Click on a course below to get started.

Recommended how-to guides and resources

Recommended how-to guides and resources