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

API 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 L & M-1

Y

Y

1120S

Y

Y

1120S Schedule K-1

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

Affidavit of Occupancy

Coming April 2021

Amortization Schedule

Coming April 2021

Anti-Steering Safe Harbor Disclosure

Coming April 2021

Applicant Certification Regarding Forbearance of Obligations

Coming April 2021

ARM Disclosure

Coming April 2021

Borrower Affirmation of Information Provided to Establish ATR

Coming April 2021

Borrower Certification of Business Purpose

Coming April 2021

Borrower Consent to the Use of Tax Return Information

Coming April 2021

Borrower's Certification and Authorization

Coming April 2021

Closing Disclosure

Coming April 2021

Compliance Agreement

Coming April 2021

Credit Score Disclosure

Coming April 2021

Credit Score Information Disclosure

Coming April 2021

Equal Credit Opportunity Act Notice

Coming April 2021

Fair Credit Reporting Act

Coming April 2021

First Payment Letter

Coming April 2021

Flood Hazard Determination

Coming April 2021

Hazard Insurance Authorization Requirements and Disclosure

Coming April 2021

Initial Escrow Account Disclosure Statement

Coming April 2021

Notice of Furnishing Negative Information

Coming April 2021

Notice of Right to Cancel

Coming April 2021

Signature Name Affidavit

Coming April 2021

USA Patriot Act Information Disclosure

Coming April 2021

Certificate of Liability Insurance

Coming April 2021

Closing Protection Letter

Coming April 2021

Compliance Report

Coming April 2021

Exception

Coming April 2021

Fee Worksheet

Coming April 2021

Flood Certificate

Coming April 2021

Gift Letter

Coming April 2021

Mortgage Findings

Coming April 2021

Mortgage Statement

Coming April 2021

Pension Award Letter

Coming April 2021

Portfolio Statements

Coming April 2021

Preliminary Title Report

Coming April 2021

Profit and Loss Statement

Coming April 2021

Property Detail Report

Coming April 2021

Purchase Advice

Coming April 2021

Rental Agreement

Coming April 2021

Service Provider List

Coming April 2021

Social Security Administration Authorization

Coming April 2021

SSA-1099

Coming April 2021

Tax Bill

Coming April 2021

Tax Info Sheet

Coming April 2021

Tax Transcript

Coming April 2021

Title Insurance Policy

Coming April 2021

Verification of Rent

Coming April 2021

Updated 7 days ago


Getting Started in Mortgage


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