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Quick start guides

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Ocrolus API

Introduction
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Monitor Books
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Overview
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Product guide

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Encore
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Encompass integration

Encompass

Plaid integration

Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Post-funding analytics
Docs-to-Digital matching
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Account aggregators

Finicity

Supported documents

Getting started with supported documents
All supported documents
Assets
Closing
- HUD-1 Settlement Statement
Disclosure
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Data types

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Resources

Mortgage how-to videos
SMB how-to videos
Frequently asked questions (FAQs)

Closing

HUD-1 Settlement Statement

View detail

Updated 28 days ago

Brokerage Statement - Asset Allocation Summary

HUD-1 Settlement Statement

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