Getting started in mortgage

Onboard mortgage documents directly into your loan origination system (LOS) for faster decisions and process transparency. Ocrolus offers a variety of solutions for mortgage providers that revolve around document classification, data extraction, and data analysis. We classify, collate, and capture data fields from qualified and non-qualified mortgage applications.
These capabilities are offered through three channels:

  1. Ocrolus web app
  2. Direct Ocrolus API integration
  3. ICE Encompass Integration

Example mortgage use case: A loan processor receiving a correspondent loan package

The Ocrolus suite of products automates this entire process. We can classify mortgage documents, produce an application completeness report, extract all necessary data from the provided documents, and run a variety of calculations and analytics on the extracted data.

We work with mortgage originators to expand mortgage form type support through its three-phase Encompass integration process, whereby:

  • We connect into the lender's Encompass instance to learn document taxonomy.
  • We map the lender's document taxonomy into standard Ocrolus form types.
  • We map Ocrolus captured Ocrolus data into custom or standard Encompass data fields.

Support for common mortgage form types

The following is a list of common mortgage form types that we support out-of-the-box.

Income Forms

Employment Documents

Identity & Address Documents



Property Documents