2022 HW Insider: Roby Robertson

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As one of the industry’s preeminent experts on borrower income calculations and automated origination technologies, the contributions of Roby Robertson, head product owner of automation origination at  LoanLogics, are outstanding. Robertson was a founding employee of LoanLogics’ recently acquired company, LoanBeam. He played a vital role in the creation of LoanBeam Tax, a groundbreaking income calculation and verification technology for self-employed borrowers endorsed by GSEs. This automated income calculation tool has helped lenders reduce their risk review processes by several days or more. LoanBeam’s tax transcript service has been endorsed by Freddie Mac for use with its Loan Product Advisor Asset and Income Modeler, expanding the existing rep and warranty relief eligibility provided by LoanBeam Tax to include IRS-certified data validation.

Robertson has continued to develop new borrower qualification technologies, including LoanBeam Wage, a tool that enables lenders to calculate a borrower’s wage income quickly and accurately.


Roby Robertson


Head Product Owner, Automation Origination

Company Name:


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