Release Notes

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

What's new?

Classify and Capture

New Classify and Capture supported documents

The Classify and Capture supports are enabled for the following newly onboarded documents:

Income/Employment

• Coast Guard Retiree Annuitant Statement

Other

• Certificate of Credit Counseling

Property

• Form 465 or 1073 - Individual Condominium Unit Appraisal Report
• Form 72 or 1025 - Small Residential Income Property Appraisal Report

To learn more, see the All Supported Documents page.

Mortgage

Fannie Mae income calculator integration

We’ve added a new integration that enables rep-and-warranty-backed income calculation for self-employed borrowers directly from Ocrolus to Fannie Mae. This integration automates the end-to-end flow from document ingestion to Encompass export, reducing manual work and repurchase risk for lenders. It enhances trust in income results with GSE-backed accuracy, streamlines workflows by minimizing manual entry and rework, and positions Ocrolus as a critical partner in compliant, scalable underwriting for enterprise lenders.

Key components

• Submit data to Fannie Mae calculator: This feature automatically submits the required data for self-employed borrowers immediately after field extraction. Before the data is sent, the system validates the completeness of all required fields to ensure accurate and compliant submission.
• Display “Recommended by Fannie Mae” income in Analyze: Calculated income now appears as a dedicated section within Analyze, clearly labeled as Fannie Mae Recommended. Inline Fannie Mae alerts are displayed alongside the calculated values, providing transparency and helping lenders review results efficiently.
• Intelligent input collection: The system flags missing, non-documented fields and guides you through completing them using the Ocrolus dashboard or Encompass prefill. Submissions are blocked until all required fields are present, ensuring accuracy before data is sent to Fannie Mae.
• Income override warning: When you manually override the Fannie Mae–calculated income, a warning modal is triggered. The modal informs you that rep-and-warranty coverage may be forfeited, providing clear guidance before any changes are confirmed.
• Rerun income calculations: You can easily resubmit data to Fannie Mae when supporting documents are updated. The integration maintains the same Case File ID for continuity and tracks submission history and versioning to support audit and compliance requirements.
• Export to Encompass: The integration enables exporting Fannie Mae–calculated income directly to borrower income fields in Encompass. It also pushes the Case File ID to the Fannie Mae screen within Encompass, ensuring seamless downstream auditability.

To learn more, see the Fannie Mae income calculator integration guide.

Enhancements

Analyze

Pagination support for Enriched Transactions API

We’ve introduced pagination functionality to the Enriched Transactions API. This enhancement enables you to retrieve large volumes of enriched transaction data in smaller, more manageable chunks. It will help you improve performance and reduce load times for high-volume queries.

This update addresses scenarios where you need to process large datasets efficiently without overwhelming systems or encountering timeouts. It offers a more scalable and flexible way to consume enriched transaction data.

Key features

• Optional pagination parameters: The API now accepts the following two new query parameters:

  • offset: The starting position of the results.
  • limit: The maximum number of transactions to return

  For example, the /enriched_txns?offset=50&limit=25 query returns 25 transactions starting from the 51st transaction onwards.

• Backward compatibility: Existing integrations remain fully functional. If no pagination parameters are specified, the API behaves as before, ensuring no breaking changes.

• Enhanced response metadata: If the pagination parameters are specified, the API responses now include the following additional pagination-related fields:

  • filtered_total: Number of transactions returned in the current response
  • offset: The starting transaction index
  • limit: The maximum number of results requested

To learn more, see the Enriched transactionsAPI.

Classify and Capture

Additional attribute support

Ocrolus now offers support for the following attribute within the existing document type configuration:

Mortgage Note

• mortgage_note-Part2-AmountsAndDate:dateOfMortgageSecurityInstrument

Balance Sheet

• balance_sheet-PartI-General:currencyMeasurement

To learn more, see the Mortgage Note and Balance Sheet pages.