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Guide

Quick start guides

How Ocrolus works
Getting started with bank statements
Getting started in mortgage
Getting started with SMB funding
Getting started with consumer funding
Activity log

Ocrolus API

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

Webhooks

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

Product guide

Classify
Capture
Detect
Analyze
Encore
- Sender's guide
- Receiver's guide
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

Account aggregators

Finicity

Supported documents

Getting started with supported documents
All supported documents
Assets
Closing
- HUD-1 Settlement Statement
Credit
- Letter of Explanation
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

Disclosure

Automated Payments Customer Authorization

Exclusive Buyer-Broker Representation Agreement

Updated 13 days ago

Letter of Explanation

Automated Payments Customer Authorization

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