May 2024

Release notes

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:

Mortgage-specific forms

To learn more, see the All Supported Documents page.

Enhancements

Ocrolus for Mortgage Lenders

Current Liquidity Ratio

For mortgage lenders, clients using the Analyze solution will now see the Current Ratio calculation available within the Liquidity Ratio pop-up screen. Previously, Ocrolus was only calculating the Quick Ratio.

Ocrolus will default to using the Quick Ratio to determine the business’ overall Liquidity Ratio. The Current Ratio will be available to review through the Analyze self-employed income screen pop-up.

To learn more about the Liquidity Ratio, see the Liquidity Ratio section of the guide.