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Quick Start Guides

  • How Ocrolus works
  • Getting started with Bank statements
  • Getting started in mortgage
  • Getting started with SMB lending
  • Getting started with Consumer lending

Ocrolus API

  • Introduction
    • HTTP status codes
    • Ocrolus status codes
  • Authentication
    • Creating and managing credentials
    • Using API credentials
    • Exploring Ocrolus with postman
    • Migrating from basic authentication to OAuth 2.0 credentials
  • Endpoint types
    • Command
    • Upload
    • Query
    • Download
  • Breaking change policy
  • Webhooks
    • Secure webhook URLs
  • Monitor books
    • Retry strategies
  • IP Address allowlist
  • API status
  • 🚧 Ocrolus labs

Product Guides

  • Classify
  • Capture
  • Detect
    • Understanding signals
    • Suspicious activity flags (Legacy)
  • Analyze
    • Bank statement analytics
    • Income analytics
    • Bank statement Income calculator

Third-Party Integrations

  • Encompass
    • Setting up Encompass support
    • DocIndex
    • Installing the Ocrolus forms
    • Standard DocIndex mappings
    • DocSnapshot
    • DocIncome
    • Offboarding

Process Documents

  • Document classification
    • PDF mixed documents
    • Image groups
  • PDF forms

Forms Directory

  • Getting started with forms
  • Assets
    • Bank statements
    • Brokerage statement*
  • Identification
    • H-1B
    • Passport
    • Passport card
    • Permanent resident card
    • Social security card
    • State ID
    • US driver's license
    • Birth certificate
  • Income/Employment
    • Disability reward letter
    • Income verification with pay stub capture
    • IRS Form SSA-1099
    • Payroll report
    • Pay stub
    • Pension award letter
    • Profit and Loss statement
    • Social security award letter
    • State quarterly payroll report
    • VOE (1005)
    • VOE (Generic)
    • VOE (Work Number)
    • Balance sheet
    • VA award letter
  • Mortgage specific forms
    • 1003 (2009)
    • 1003 (2020)
    • 1008 (2009)
    • 1008 (2018)
    • Closing disclosure
    • Flood elevation certificate
    • Gift letter
    • IRS Form 4506-C
    • IRS Form 4506-T
    • Loan estimate
    • Mortgage note
    • Title insurance policy
    • VA certificate of eligibility
    • Wiring instructions
    • Borrower certification and authorization
    • CAIVRS authorization
    • Closing protection letter
    • Divorce decree
    • FHA case number assignment
    • Mortgage insurance certificate
    • Pre approval letter
  • Other
    • Credit report
    • Deposited checks
    • ISO application
    • Voided check
  • Property
    • Purchase contract
    • Homeowner insurance policy
    • Lease agreement
    • Mortgage statement
    • Payoff statement
    • Preliminary title report
    • Tax bill
    • 1004
    • 1032
    • Appraisal notice
    • Final inspection
  • Plaid
    • Ingesting Plaid JSON reports
    • Importing Plaid audit copy token
  • Tax forms
    • IRS Form 1040 (2018)
    • IRS Form 1040 (2019)
    • IRS Form 1040 (2020)
    • IRS Form 1040 (2021)
    • IRS Form 1040 (2022)
    • IRS Form 1040 Schedule 1 (2018)
    • IRS Form 1040 Schedule 1 (2019)
    • IRS Form 1040 Schedule 1 (2020)
    • IRS Form 1040 Schedule 1 (2021)
    • IRS Form 1040 Schedule 1 (2022)
    • IRS Form 1040 Schedule 2 (2018)
    • IRS Form 1040 Schedule 2 (2019)
    • IRS Form 1040 Schedule 2 (2020)
    • IRS Form 1040 Schedule 2 (2021)
    • IRS Form 1040 Schedule 2 (2022)
    • IRS Form 1040 Schedule 3 (2018)
    • IRS Form 1040 Schedule 3 (2019)
    • IRS Form 1040 Schedule 3 (2020)
    • IRS Form 1040 Schedule 3 (2021)
    • IRS Form 1040 Schedule 3 (2022)
    • IRS Form 1040 Schedule 4 (2018)
    • IRS Form 1040 Schedule 5 (2018)
    • IRS Form 1040 Schedule 6 (2018)
    • IRS Form 1040 Schedule 8812 (2018)
    • IRS Form 1040 Schedule 8812 (2019)
    • IRS Form 1040 Schedule 8812 (2020)
    • IRS Form 1040 Schedule 8812 (2021)
    • IRS Form 1040 Schedule 8812 (2022)
    • IRS Form 1040 Schedule A (2018)
    • IRS Form 1040 Schedule A (2019)
    • IRS Form 1040 Schedule A (2020)
    • IRS Form 1040 Schedule A (2021)
    • IRS Form 1040 Schedule A (2022)
    • IRS Form 1040 Schedule B (2018)
    • IRS Form 1040 Schedule B (2019)
    • IRS Form 1040 Schedule B (2020)
    • IRS Form 1040 Schedule B (2021)
    • IRS Form 1040 Schedule B (2022)
    • IRS Form 1040 Schedule C (2018)
    • IRS Form 1040 Schedule C (2019)
    • IRS Form 1040 Schedule C (2020)
    • IRS Form 1040 Schedule C (2021)
    • IRS Form 1040 Schedule C (2022)
    • IRS Form 1040 Schedule C-EZ (2018)
    • IRS Form 1040 Schedule D (2018)
    • IRS Form 1040 Schedule D (2019)
    • IRS Form 1040 Schedule D (2020)
    • IRS Form 1040 Schedule D (2021)
    • IRS Form 1040 Schedule D (2022)
    • IRS Form 1040 Schedule E (2018)
    • IRS Form 1040 Schedule E (2019)
    • IRS Form 1040 Schedule E (2020)
    • IRS Form 1040 Schedule E (2021)
    • IRS Form 1040 Schedule E (2022)
    • IRS Form 1040 Schedule EIC (2018)
    • IRS Form 1040 Schedule EIC (2019)
    • IRS Form 1040 Schedule EIC (2020)
    • IRS Form 1040 Schedule EIC (2021)
    • IRS Form 1040 Schedule EIC (2022)
    • IRS Form 1040 Schedule F (2018)
    • IRS Form 1040 Schedule F (2019)
    • IRS Form 1040 Schedule F (2020)
    • IRS Form 1040 Schedule F (2021)
    • IRS Form 1040 Schedule F (2022)
    • IRS Form 1040 Schedule H (2018)
    • IRS Form 1040 Schedule H (2019)
    • IRS Form 1040 Schedule H (2020)
    • IRS Form 1040 Schedule H (2021)
    • IRS Form 1040 Schedule H (2022)
    • IRS Form 1040 Schedule J (2018)
    • IRS Form 1040 Schedule J (2019)
    • IRS Form 1040 Schedule J (2020)
    • IRS Form 1040 Schedule J (2021)
    • IRS Form 1040 Schedule J (2022)
    • IRS Form 1040 Schedule LEP
    • IRS Form 1040 Schedule R (2018)
    • IRS Form 1040 Schedule R (2019)
    • IRS Form 1040 Schedule R (2020)
    • IRS Form 1040 Schedule R (2021)
    • IRS Form 1040 Schedule R (2022)
    • IRS Form 1040 (Schedule SE)
    • IRS Form 1040 Schedule SE (2018)
    • IRS Form 1040 Schedule SE (2019)
    • IRS Form 1040 Schedule SE (2020)
    • IRS Form 1040 Schedule SE (2021)
    • IRS Form 1040 Schedule SE (2022)
    • IRS Form 1040-X
    • IRS Form 1065 (2018)
    • IRS Form 1065 (2019)
    • IRS Form 1065 (2020)
    • IRS Form 1065 (2021)
    • IRS Form 1065 (2022)
    • IRS Form 1065 Schedule K-1 (2018)
    • IRS Form 1065 Schedule K-1 (2019)
    • IRS Form 1065 Schedule K-1 (2020)
    • IRS Form 1065 Schedule K-1 (2021)
    • IRS Form 1065 Schedule K-1 (2022)
    • IRS Form 1065 Schedules L and M-1 (2020)
    • IRS Form 1065 Schedules L, M-1, and M-2 (2018)
    • IRS Form 1065 Schedules L, M-1, and M-2 (2019)
    • IRS Form 1065 Schedules L, M-1, and M-2 (2020)
    • IRS Form 1065 Schedules L, M-1, and M-2 (2021)
    • IRS Form 1065 Schedules L, M-1, and M-2 (2022)
    • IRS Form 1096
    • IRS Form 1099-G (2021)
    • IRS Form 1099-INT
    • IRS Form 1099-K
    • IRS Form 1099-MISC
    • IRS Form 1099-R
    • IRS Form 1120 (2018)
    • IRS Form 1120 (2019)
    • IRS Form 1120 (2020)
    • IRS Form 1120 (2021)
    • IRS Form 1120 (2022)
    • IRS Form 1120 Schedule G
    • IRS Form 1120 Schedules L and M-1 (2020)
    • IRS Form 1120 Schedules L, M-1, and M-2 (2018)
    • IRS Form 1120 Schedules L, M-1, and M-2 (2019)
    • IRS Form 1120 Schedules L, M-1, and M-2 (2020)
    • IRS Form 1120 Schedules L, M-1, and M-2 (2021)
    • IRS Form 1120 Schedules L, M-1, and M-2 (2022)
    • IRS Form 1120S (2018)
    • IRS Form 1120S (2019)
    • IRS Form 1120S (2020)
    • IRS Form 1120S (2021)
    • IRS Form 1120S (2022)
    • IRS Form 1120S Schedule K-1 (2018)
    • IRS Form 1120S Schedule K-1 (2019)
    • IRS Form 1120S Schedule K-1 (2020)
    • IRS Form 1120S Schedule K-1 (2021)
    • IRS Form 1120S Schedule K-1 (2022)
    • IRS Form 1120S Schedules L and M-1 (2020)
    • IRS Form 1120S Schedules L, M-1, and M-2 (2018)
    • IRS Form 1120S Schedules L, M-1, and M-2 (2019)
    • IRS Form 1120S Schedules L, M-1, and M-2 (2020)
    • IRS Form 1120S Schedules L, M-1, and M-2 (2021)
    • IRS Form 1120S Schedules L, M-1, and M-2 (2022)
    • IRS Form 1125-E
    • IRS Form W-2
    • IRS 8825
    • IRS Form 941
    • W9
    • 1040-SR (2019)
    • 1040-SR (2020)
    • 1040-SR (2021)
    • 1040-SR (2022)
  • Utility bill

Data Types

  • Composite types
    • Transaction listing
    • Document
    • Bank account
    • Period
    • Form data
    • Table
    • Consumer analytics
  • Simple types
    • Bounding box
    • Money
    • Date
    • Month map
    • Month ref
    • Date map
  • Code types
    • Bank account category
    • Bank account type
    • Book status
    • Document status
    • Extra fields
    • Rejection reasons
    • Suspicious activity flags

Getting started with forms

Suggest Edits
assets
Assets
View forms
identity
Identification
View forms
income
Income/Employment
View forms
mortgage
Mortgage specific forms
View forms
other
Other
View forms
property
Property
View forms
form
Plaid
View forms
tax-forms
Tax forms
View forms

Updated 4 months ago


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