Ocrolus API

Ocrolus API Documentation

Welcome to Ocrolus' API Documentation. You'll find comprehensive guides and documentation here to help you get started with the Ocrolus API. Let's jump right in!

Getting Started in Mortgage

We offer 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 3 channels:

  1. Ellie Mae Encompass Integration
  2. Ocrolus Web App
  3. Direct API Integration

One example use case is that of a loan processor receiving a correspondent loan package:

With our suite of products, this entire process can be automated. 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.

Below are a list of common mortgage origination form types that we support out-of-the-box. We works with mortgage originators to expand form type support through its 3 phase Encompass integration process, whereby:

  • We connect into the Lender's Encompass instance to learn document taxonomy
  • Lender's document taxonomy is mapped into standard Ocrolus form types
  • Ocrolus data capture elements are mapped into customer or standard Encompass data fields.

Ocrolus Form Type

Document Classification

Capture Support

1003

Y

Y

1008 - Transmittal Summary

Y

Y

4506-T

Y

Y

1040

Y

Y

1040 - Schedule 1

Y

Y

1040 - Schedule C

Y

Y

1040 - Schedule E

Y

Y

1040 - Schedule SE

Y

Y

1040 - X

Y

Y

1065

Y

Y

1065 - Schedule K-1

Y

Y

1065 - Schedule L & M-1

Y

Y

1096

Y

Y

1120

Y

Y

1120 Schedule K-1

Y

Y

1120 Schedule L & M-1

Y

Y

1120S

Y

Y

1120S Schedule K-2

Y

Y

1120S Schedule L

Y

Y

1099-INT

Y

Y

1099-K

Y

Y

1099-MISC

Y

Y

1099-R

Y

Y

Appraisal

Y

Y

Appraisal Notice

Y

Appraisal Review

Y

Bank Statement

Y

Y

Change of Circumstance

Y

Closing Loan Document Request

Y

Conditional Approval

Y

Credit Report

Y

Y

Deed of Trust

Y

Disclosure

Y

Driver's License

Y

Y

Earnest Money Deposit (EMD)

Y

Fraud

Y

H1B

Y

Homeowner's Insurance Policy

Y

I-797

Y

Income Calculator

Y

Invoice

Y

Y

Large Deposit Explanation

Y

Letter of Explanation

Y

LLC Corporation Documents

Y

Loan Asset Summary

Y

Loan Submission

Y

Lock Confirmation

Y

Mortgage Note

Y

Y

Passport

Y

Y

Payoff Statements

Y

Paystub

Y

Y

Permanent Resident Card

Y

Purchase Contract

Y

Y

Social Security Card

Y

Y

Verbal Verification of Employment

Y

W2

Y

Y

W3

Y

Y

Wiring Instructions

Y

Updated 6 days ago

Getting Started in Mortgage


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