Release notes

What's new?

Processing flows

ISO flow

Presenting our new ISO flow, a more flexible way of making decisions when working with ISO applications. It allows you to upload all documents to a Book and have them all classified automatically with any ISO applications being automatically captured. By automatic instant capture of the ISO application, you can promptly assess whether to proceed and upgrade the remaining documents in the Book, considering their automated classification. This approach allows you to upgrade individual documents to Instant or Complete, or the entire Book to either an Instant or Complete status.

To learn more about ISO flow, see the ISO flow section on our doc site.

Classify and Capture

New Classify and Capture supported Documents

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

• Annuity Award Letter
• Change In Benefits Notice

The Field Description, Sample PDF, and JSON code sample have also been updated for the following forms to address the use cases of Other Income Calculations:

• Disability Award Letter
• Divorce Decree
• Pension Award Letter
• VA Award Letter

To learn more about this feature, see the All Supported Documents page.

Enhancements

Ocrolus for Mortgage Lenders

Calculations for Other Income Types

Now, Analyze extends its support beyond wage earners, self-employed borrowers, and rental income properties. With this release, you can effortlessly handle a broader spectrum of other income sources, including:

• Social Security
• Retirement, Pension, or Annuity
• Alimony
• Child Support
• Disability
• Interest and Ordinary Dividends
• Capital Gains and Losses
• Royalty Income

To learn more about this feature, see the Analyze section of the doc site.