Encompass Integration - Capture

Once integrated for Classify a client will be able to work with Ocrolus to capture data off all classified forms.

Connect and Classify as a prerequisite

The Ocrolus Encompass integration requires that Connect and Classify integrations exist in order to successfully push Capture data into an Ocrolus 1003 Custom Form.

Capture Integration Options

Ocrolus offers two distinct Capture integration options for Encompass integration with a future use case to be delivered soon.

Use Case

Description

Origination - Write to Custom Form

Ocrolus Capture data is written directly to a custom form in Encompass upon completion. A "Write to 1003" button will allow data to be transposed to the standard 1003 URLA upon review

Custom Form Integrations

Ocrolus provides three custom forms to clients who decide to integrate with custom forms. These custom forms allow Encompass users to view data prior to it being sent to the URLA 1003

Form Name

Description

Converage

Ocrolus URLA 1003 Part 1

Review capture data that maps to the first page of the 1003 including Verification of residences

6 Unique entries in VOR for the borrower or co-borrower

Ocrolus URLA 1003 Part 2

Review capture data that maps to the second page of the 1003 including Verification of Employment

6 Unique entries in VOE for the borrower or co-borrower

Ocrolus URLA 1003 Part 3

Review capture data that maps to the third page of the 1003 including Verification of Deposits

12 Unique bank statement accounts for borrower, co-borrower or shared

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

Custom Form Installation

In order to Install Ocrolus custom forms into your Encompass instance, Ocrolus will provide an export of these forms as .empkg files. Once received the client must do the following in order to install to their Encompass instance

  1. Access Ellie Mae Input Form Builder with relevant instance credentials
  2. Select Tools → Package Import Wizard
  3. Select Browse and select the .empkg file provided by Ocrolus
  4. Select Next → Import

These new forms will be accessible in your instance's Forms pane in the Loan view.

Supported Form Types

Ocrolus supports the extraction and validation of data for the purpose of 1003 URLA completion for the following form types.

Form Type

Used For

Identification Documents

Verification of Residence

W2

Verification of Employment
Income Calculation

Paystub

Verification of Employment
Income Calculation

Bank Statement

Verification of Residence
Verification of Deposits

Brokerage Statements

Verification of Deposits

Verification of Residence Data

Ocrolus is able to capture and verify data from Identification documents and Bank statements to determine the residences on record for the borrower and coborrower on the application. The addresses from all eligible form types are ordered from most recent to least recent. The most recent are labeled as "current" for the borrower or co-borrower and others are listed as "prior."

Field Capture

URLA Encompass Field Code

Borrower/Co-Borrower First Name

4000 - for Borrower
4004 - for Co-Borrower

Borrower/Co-Borrower Last Name

4002 - for Borrower
4006 - for Co-Borrower

Borrower/Co-Borrower DOB

1402 - for Borrower
1403 - for Co-Borrower

Borrower/Co-Borrower VOR - Current Address. Address

BR0126 - for Borrower
CR0126- for Co-Borrower

Borrower/Co-Borrower VOR - Current Address, City

BR0106 - for Borrower
CR0106- for Co-Borrower

Borrower/Co-Borrower VOR - Current Address, State

BR0107 - for Borrower
CR0107- for Co-Borrower

Borrower/Co-Borrower VOR - Current Address, Zip

BR0108 - for Borrower
CR0108- for Co-Borrower

Borrower/Co-Borrower SSN

65 - for Borrower
97 - for Co-Borrower

Current address and most recent previous address are accessible through the Ocrolus 1003 URLA 1 form. These VOR entries, along with all others, are accessible through the nested VOR form.

Verification of Employment

Ocrolus is able to capture and verify employment data from W2s and paystubs. The verified data maps maps to the following 1003 URLA field codes. Gross Monthly Income data can be accessed and reviewed through the Ocrolus Income calculator form.

Borrower/Co-Borrower Employer

BE0102- for Borrower
CE0102 - for Co-Borrower

Borrower/Co-Borrower Employer, Address

BE0160- for Borrower
CE0160 - for Co-Borrower

Borrower/Co-Borrower Employer, City

BE0105- for Borrower
CE0105 - for Co-Borrower

Borrower/Co-Borrower Employer, State

BE0106- for Borrower
CE0106 - for Co-Borrower

Borrower/Co-Borrower Employer, Zip

BE0107- for Borrower
CE0107 - for Co-Borrower

Current and most recent previous employment information is accessible through the Ocrolus 1003 URLA 2 form. These VOE entries, along with all others, are accessible through the nested VOE form.

Verification of Deposits

Ocrolus is able to capture and verify data from Bank Statements. Ocrolus currently supports 12 unique accounts between both the borrower and co-borrower. The verified data maps maps to the following 1003 URLA field codes.

Name - Institution where account is held

DD0X02 - for Borrower and Co-Borrower

Borrower VOD - Account 1 Account Type

DD0X08 - for Borrower and Co-Borrower

Borrower VOD - Account 1 Account in Name of

DD0X09 - for Borrower and Co-Borrower

Borrower VOD - Account 1 Account Number

DD0X10 - for Borrower and Co-Borrower

Borrower VOD - Account 1 Balance

DD0X48 - for Borrower and Co-Borrower

  • Since field keys for VOD are dynamic "X" is a placeholder for 1, 2, 3, 4...

Formatting of Capture Data

All Ocrolus data is capitalized when viewed in a custom form. When Ocrolus Capture data is copied from a custom form to the 1003 URLA or, if your integration directly injects Ocrolus Capture data into your 1003 URLA then your business rules for data formatting will automatically apply.

Getting a sample .empkg file

Please contact your implementation associate for the relevant .empkg file.


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