Release Notes

In this release, we introduced Ollie, Ocrolus’ AI-powered assistant that provides instant, in-dashboard support with contextual guidance and self-service capabilities; 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.

What's new?

Introducing Ollie

We’re excited to introduce Ollie, Ocrolus’ AI-powered assistant designed to deliver faster answers, greater transparency, and more efficient self-service across the platform. Ollie reduces reliance on support tickets, shortens resolution times, and gives customers more confidence and control when navigating Ocrolus.

How Ollie helps?

• Instant, 24/7 support for onboarding, troubleshooting, and common platform questions.
• Contextual guidance with direct links to relevant documentation and next steps.
• Ollie is available directly within the Ocrolus dashboard and will continue to expand in capability over time.

Classify and Capture

New Classify and Capture supported documents

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

Tax forms

• 4506-C - IVES Request for Transcript of Tax Return (Rev. 10-2022)

To learn more, see the All Supported Documents page.

Enhancements

Analyze

Bank Statement Income Calculator (BSIC)

We’ve released a major enhancement to the Bank Statement Income Calculator (BSIC) in the Ocrolus Dashboard, delivering a more intuitive, configurable, and analytics-powered income review workflow. The updated experience includes:

• Configurable income inputs with real-time recalculation and org-level defaults
• Enhanced income visualizations, including monthly, quarterly, and 6-month trends with growth indicators
• Expanded cash-flow risk detection, including NSF/overdraft events and missing-statement identification
• Transaction insights and quick filtering for NSF events, overdraft fees, large deposits, and recurring payments
• Account merging for consolidated income analysis across related accounts
• Loan-type switching to support Non-QM BSI, GSE, FHA, VA, and USDA workflows
• Investor-ready PDF reports with detailed income factors, trends, deposit summaries, and account-level metrics
• Organization-level configuration for underwriting defaults and income drivers
• User-level customization of the transaction table layout, saved across all Books

These enhancements deliver an end-to-end workflow for analyzing borrower income directly in the Dashboard, reducing manual work and Excel dependency while accelerating underwriting decisions.

To learn more, see the Bank statement income calculator page.

Classify and Capture

Additional attribute support

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

Mortgage Note

• mortgage_note-Part1-General:dateOfMortgageNote
• mortgage_note-Part1-General:loanNumber
• mortgage_note-Part1-General:mortgagor2Name
• mortgage_note-Part1-General:mortgagor3Name
• mortgage_note-Part1-General:mortgagor4Name
• mortgage_note-Part4-Signature:mortgagor1Signed
• mortgage_note-Part4-Signature:mortgagor2Signed
• mortgage_note-Part4-Signature:mortgagor3Signed
• mortgage_note-Part4-Signature:mortgagor4Signed

To learn more, see the Mortgage Note page.

Webhook

Update to mixed_document.rejected webhook event

We have added a new field, rejected_pages, to the mixed_document.rejected webhook event. This field returns either null or a comma-separated list of the specific page indexes that caused the mixed document to fail Instant Classification. This enhancement provides clearer insight into the pages that triggered the rejection and allows for faster troubleshooting and more targeted corrections. To learn more, see the Org-level webhook and Account-level webhook pages.

{
  "severity": "HIGH",
  "book_uuid": "b0de6d79-7787-4c41-ba38-1faf57a69fa5",
  "event_name": "mixed_document.rejected",
  "rejected_pages": null,
  "rejection_reason": "Instant Classification Failure",
  "notification_type": "STATUS",
  "notification_reason": "A mixed document uploaded has been rejected",
  "mixed_uploaded_doc_uuid": "46fc3650-a18c-4d76-83d9-0c563addd64d"
}