Release Notes

In this release, we added support for Finicity JSON ingestion and enhanced Encore automated cash flow kick-outs for incoming Books. We introduced improvements to Analyze income calculations, including Schedule C business mileage fallback (Form 4562), Form 8825 depreciation automation, Form 1125-E support, and OPM Annuity Statement inclusion for Other Income, and extended the Fannie Mae income calculator integration to support rental income. We also enhanced transaction capture by adding a new account_source field to the bank_accounts object in the Transactions API and expanded Classify and Classify + Capture document support.

Release Notes

In this release, we introduced new Encore APIs to accept and reject incoming Book copy requests with enhanced webhook notifications, launched Benchmarking for peer-based underwriting insights, released the Save Income Guideline API for mortgage workflows, added Email connector for email-based document submission, onboarded support for 2025-year tax forms, published new SMB and Mortgage how-to video hubs, introduced a new FAQ page to support faster self-service, expanded webhook security with secret rotation support, enhanced the book_summary endpoint with richer industry classification fields, released Analytics 1.0.10 with updated tag constants to improve data consistency and standardization, and updated the Create Book Copy Jobs API to support selective document sharing via the optional doc_uuids parameter.

Release Notes

In this release, we added support for new attributes within existing document types; onboarded a new Classify and Capture document (4506-C); delivered major enhancements to the Bank Statement Income Calculator (BSIC) for a more configurable and analytics-driven income review workflow; and enhanced the mixed_document.rejected webhook event with the new rejected_pages field to improve troubleshooting and visibility into classification failures.

Release Notes

In this release, we’ve added the new API to retrieve loan details using the Book UUID for LOS synchronization, introduced the XID attribute in entity config and income APIs for improved data traceability, added Ocrolus Intelligence – loan inquiries, and announced general availability (GA) of Docs-to-Digital.

Release Notes

In this release, we’ve launched Encore by Ocrolus, a double opt-in borrower intelligence sharing platform for small business funding, introduced the Employment Start Date Configuration API, added the ability to delete bank statements from the Ocrolus Dashboard, and added a new Classify-only supported document.

Release Notes

In this release, we’ve introduced new Encompass and Mixed Doc APIs, expanded support for additional IP addresses, enabled direct import of Analyze PDFs to the Encompass eFolder, launched Docs-to-Digital in Dashboard, added asset review capabilities in Inspect, moved the Income APIs to GA, refined document authenticity checks, and added support for new attributes in existing document types.

Release Notes

In this release, we expand pagination support to the Enriched Transactions API and additional Classify and Capture document types.

Release Notes

In this release, we’ve expanded support for additional Classify and Capture documents, introduced enhancements to the Docs-to-Digital feature (including severity scoring for mismatches, reason codes, related transaction linking, and a new Docs-to-Digital Excel sheet), added the new book.income.updated webhook event, announced the deprecation of the Middesk integration, and introduced further enhancements to the SMB Dashboard Analytics.

Release Notes

In this release, support has been added for additional attributes within supported form types. The update also includes optimized military income handling, improved discrepancy detection, and enhanced data matching logic.

Release Notes

This release introduces new Tag Management and Income APIs, selective filters for Book Summary, a unified Income Inclusion toggle, and support for both classify-only and classify-and-capture documents.