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Home Guides API Release notes Forms directory

Quick Start Guides

How Ocrolus works
Getting started with bank statements
Getting started in mortgage
Getting started with SMB lending
Getting started with consumer lending

Ocrolus API

Introduction
- HTTP status codes
- Ocrolus status codes
Authentication
Endpoint types
Breaking change policy
Monitor books
- Retry strategies
IP address allowlist
API status
🚧 OPTIMA

Webhooks

Overview
Account-level webhook
Organization-level webhook
- Configure and manage
Secure webhook URLs

Product Guides

Classify
Capture
Detect
- Understanding signals
- Suspicious activity flags (Legacy)
Analyze
Qualify (beta)
- Requirements and prerequisites
- Qualify workflow

Third-Party Integrations

Encompass

Forms Directory

Getting started with forms
Assets
- Bank statements
- Brokerage statement*
Identification
Income/Employment
Mortgage specific forms
Other
Property
Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Tax forms
Utility bill

Data Types

Composite types
Simple types
Code types

Assets

Bank statements

View detail

Brokerage statement*

View detail

Updated 7 months ago

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