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Guide

Quick start guides

How Ocrolus works
Getting started with bank statements
Getting started in mortgage
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Getting started with consumer funding
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Ocrolus API

Introduction
- Definitions
Authentication
Endpoint types
Breaking change policy
Monitor Books
- Retry strategies
IP address allowlist
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Dashboard URLs and navigations

Webhooks

Overview
Organization-level webhooks
- Configure and manage
- Monitor and replay
Account-level webhooks
Secure webhook URLs

Product guide

Classify
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Encore
- Sender's guide
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Processing Flows
Widget
Email connector
Role-based access control (RBAC)
- 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

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
- Undisclosed Debt Notifications Report
Disclosure
- Automated Payments Customer Authorization
- Exclusive Buyer-Broker Representation Agreement
Identification
Income/Employment
Legal
Mortgage specific forms
Other
Property
Tax forms

Data types

Composite types
Code types

Resources

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

Product SKUs

Overview
Core
SMB
Mortgage
Consumer

Credit

Letter of Explanation

View detail

Undisclosed Debt Notifications Report

View detail

Updated 2 days ago

HUD-1 Settlement Statement

Letter of Explanation

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