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Guide

Quick start guides

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Getting started with bank statements
Getting started in mortgage
Getting started with SMB funding
Getting started with consumer funding
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Ocrolus API

Introduction
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Breaking change policy
Monitor Books
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Webhooks

Overview
Organization-level webhooks
- Configure and manage
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Product guide

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Encore
- Sender's guide
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Processing Flows
Widget
Email connector
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- Assign system roles

Encompass integration

Encompass

Plaid integration

Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Post-funding analytics
Docs-to-Digital matching
- Ocrolus Dashboard flow
- Ocrolus API flow

MeridianLink integration - BETA

Overview
Setup
Integration

Account aggregators

Finicity

Supported documents

Getting started with supported documents
All supported documents
Assets
Closing
- HUD-1 Settlement Statement
Credit
- Letter of Explanation
Disclosure
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- Exclusive Buyer-Broker Representation Agreement
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Legal
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Data types

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Resources

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

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Overview
Core
SMB
Mortgage
Consumer

Credit

Letter of Explanation

View detail

Updated about 2 months ago

HUD-1 Settlement Statement

Letter of Explanation

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