Release notes
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September 2026

20 days ago by Akhilesh

Release Notes

In this release, we've added MeridianLink integration, webhook delivery monitoring and replay, an updated Book naming convention for Encompass-integrated orgs, and expanded Classify and Capture support for new document types and attributes.

What's new?

Mortgage

MeridianLink integration

Ocrolus now integrates with MeridianLink Mortgage. Loan officers can upload borrower documents directly from MeridianLink, have them automatically classified and processed by Ocrolus, and import verified income calculations and insights back into MeridianLink.

The integration supports the following:

  • Automatic document classification and extraction upon upload Wage earner, self-employed, rental, and other income calculations

  • Inspect insights grouped by address, asset, borrower, employment, loan details, and subject property

  • Direct data import back to MeridianLink loan files via IMPORT TO MERIDIAN LINK option.

    For more information, see the MeridianLink integration guide.

Webhooks
Monitor and replay webhook deliveries

You can now monitor webhook delivery health and replay failed deliveries directly from the Dashboard, without contacting Ocrolus support. From Dashboard > Account & Settings > Webhooks, click any configured webhook row to open the Deliveries panel. The panel shows delivery stats for a configurable time window, from 10 minutes to 48 hours across the following two tabs:

  • Overview- Five tiles summarizing total events, delivered, failed, success rate, and in-progress deliveries for the selected window.
  • Failed Logs- A list of every failed delivery in the selected window, with the event type, failure reason, and a Replay option to resend the original payload.

For more information, see the Monitor and replay guide.

Classify and Capture

New Classify and Capture supported document

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

CategoryDocument
OtherBusiness Loan and Security Agreement
Income/employmentVOE (Finicity) - Finicity Verification of Employment

Support for Verification of Income and Employment Finicity (VERIFICATION_OF_INCOME_AND_EMPLOYMENT_FINICITY) has been discontinued. Update any references to this value in the form_type parameter to VERIFICATION_OF_EMPLOYMENT_FINICITY. To learn more, see VOE (Finicity) - Finicity Verification of Employment. guide.

Classify-only

New Classify supported document

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

CategoryDocument
Closing
  • Mailing Address Statement (Mortgage Servicing)
Disclosure
  • Addendum to Final Itemized Disclosure
  • Borrower Affidavit Acknowledging Lender Compliance with Federal Requirement to Provide Credit Score Disclosures
  • Collateral Protection Insurance Notice
  • Flood Insurance Disclosure - Addendum to Notice of Special Flood Hazards and Availability of Federal Disaster Relief Assistance
  • Insurance Certification
  • Notice of Negative Information
  • Notice of Special Flood Hazards and Availability of Federal Disaster Relief Assistance
  • Payment Options and Contact Information
  • Survey Acceptance Letter
Property
  • Borrower Affidavit
  • Mineral Rights Acknowledgment And Agreement
  • Property Address Affidavit
Tax forms
  • 1065 Schedule K 1 2023 Supplemental Information
  • 1065 Schedule K 1 2024 Supplemental Information
  • 1065 Schedule K 1 2025 Supplemental Information
  • 1120S Schedule K 1 2023 Supplemental Information
  • 1120S Schedule K 1 2024 Supplemental Information
  • 1120S Schedule K 1 2025 Supplemental Information

To learn more, see the All Supported Documents page.

Enhancements

Encompass

Updated Book naming convention in the Dashboard

Dashboard Book names for Encompass-integrated orgs now use the primary borrower's last name and the Encompass loan number, replacing the previous Encompass loan GUID format. When a loan has multiple borrowers, the first borrower's last name is used.

For example, a book previously identified by a loan GUID now appears as Smith 1100103846.

📘

Note

If existing workflows reference the loan GUID to locate books in the Dashboard, update those workflows to use the new {Last Name} {Loan Number} format.

For more information, see Book naming convention.

Classify and Capture

Additional attribute support

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

FormNew fields
Credit Report
  • credit_report:part_1_general:borrower_name_alias_1
  • credit_report:part_1_general:borrower_name_alias_2
  • credit_report:part_1_general:borrower_name_alias_3