Log into the BLU Broker Portal: https://broker.newfiwholesale.com/#/home
On the portal dashboard, select IncomeIQ Bank Stmt Analysis to go to your Analysis Pipeline.
Once you’re in the Analysis Pipeline, locate the orange button in the top right corner that says Create Analysis and select it.
On the Create Analysis screen, you’ll be prompted to provide an optional additional contact for your analysis. Once you’ve completed this step, select Save and Continue.
This will successfully create a lead and generate a lead number for you.
After the Lead # is created, the screen will prompt you to the Bank Statement Analysis Intake Form. This is where you will enter in the borrower’s information and the loan requested. Please complete all the required fields.
Enter all information and click “Next Step”
Upload your bank statements by dragging & dropping or simply selecting them by clicking on the upload box. After uploading, press the complete button.
Your secure documents will begin uploading and will show a checkmark once it is ready to be processed.
Once the processing is complete, a checkmark will appear next to the document.
Any errors in the uploading process will be identified after processing.
Adding Additional Statements
Click “Upload Files”
Upload missing statements and click “Update”
Missing files shows as processed with a checkmark.
Register A Loan
Find detailed instructions for registering, pricing and disclosing using the links below:
