Encompass Integration - Capture (Sunset 7.1.2021)

After integrating for Classify, a client can work with Ocrolus to capture data from all classified forms.

Classification as a Prerequisite

Ocrolus Encompass integration requires a Classify workflow to exist before a Capture integration. For more information, please contact Ocrolus customer support.

Support for Capture Form Types

Ocrolus can capture data from the following form types:

Form Type	2020 URLA Section Covered
Drivers License	Borrower/Co-borrower First Name, Borrower/Co-borrower Last Name, Borrower/Co-borrower Date of Birth, Verification of Residence Fields
W-2	* Borrower/Co-borrower SSN
Paystub	Borrower/Co-borrower Current Address, Borrower/Co-borrower Employment Information
Bank Statement	Borrower/Co-borrower Previous Address, Borrower/Co-borrower Mailing Address, * Verification of Deposits Fields

Working with the Custom Data Object

Ocrolus is capable of detecting many of the fields and pre-populating the 1003.

Alternatively, Ocrolus can populate a Custom Data Object (CDO) and make the fields visible on a provided custom form, the Ocrolus1003. Once the loan officer reviews the values, you can copy the values from the Ocrolus1003 form directly into the 1003.

To use one of these options, contact Ocrolus customer support. They will set the appropriate configuration.

For a list of forms that Ocrolus can capture data from, see here

Custom Forms

Ocrolus provides custom forms for Encompass. A client can access and review the data that Ocrolus captures.

While Ocrolus can write data directly into the 1003, initial integrations should leverage the standard Ocrolus Custom Forms.

Once the custom forms upload to a client's Encompass instance, loan processionals can review and interact with the Ocrolus Capture data.

Custom forms for Encompass

Form Name	Description	Maximum Converage
Ocrolus 1003 Page 1	Review capture data that maps to the first page of the 1003.	Ocrolus supports Section 1 of the 1003 for borrower and co-borrower.
Verification of Deposits	Review bank account data that maps to the Verification of Deposit Form.	4 unique accounts for the borrower, co-borrower, and joint accounts (12 unique total).
Verification of Residence	Review residence data that maps to the Verification of Residence Form.	Ocrolus supports the current residence for the borrower and co-borrower.

Ocrolus 1003 Page 1

560 — The above image shows the Ocrolus 1003 Page 1 form that is available for Capture data review.

Verification of Deposits

580 — The above image shows the Ocrolus 1003 VOD form available for Capture data review.

Verification of Residence

499 — The above image shows the Ocrolus 1003 VOR form available for Capture data review.

Copy Functionality

Each custom form supports the ability to transpose Capture data from an Ocrolus custom form to the standard 1003. The upper right button allows you to write all captured data points to the 1003 where specified.

For more information about Standard Ocrolus mapping, see here

For more information about how to customize your mapping, please contact Ocrolus customer support.

URLA 2020 Support

Ocrolus supports Capture integration for both the URLA 2009 and the URLA 2020. Ocrolus is upgrading to support the 2020 URLA exclusively starting on March 15, 2021.