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 Report

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 Statement

Y

Paystub

Y

Y

Permanent Resident Card

Y

Purchase Contract

Y

Y

Social Security Card

Y

Y

Verification of Employment

Y

W2

Y

Y

W3

Y

Y

Wiring Instructions

Y

Affidavit of Occupancy

Y

Amortization Schedule

Y

Anti-Steering Safe Harbor Disclosure

Y

Applicant Certification Regarding Forbearance of Obligations

Y

ARM Disclosure

Y

Borrower Affirmation of Information Provided to Establish ATR

Y

Borrower Certification of Business Purpose

Y

Borrower Consent to the Use of Tax Return Information

Y

Borrower's Certification and Authorization

Y

Closing Disclosure

Y

Compliance Agreement

Y

Credit Score Disclosure

Y

Credit Score Information Disclosure

Y

Equal Credit Opportunity Act Notice

Y

Fair Credit Reporting Act

Y

First Payment Letter

Y

Flood Hazard Determination

Y

Hazard Insurance Authorization Requirements and Disclosure

Y

Initial Escrow Account Disclosure Statement

Y

Notice of Furnishing Negative Information

Y

Notice of Right to Cancel

Y

Signature Name Affidavit

Y

USA Patriot Act Information Disclosure

Y

Certificate of Liability Insurance

Y

Closing Protection Letter

Y

Compliance Report

Y

Exception

Y

Fee Worksheet

Y

Flood Certificate

Y

Y

Gift Letter

Y

Mortgage Findings

Y

Mortgage Statement

Y

Y

Pension Award Letter

Y

Y

Portfolio Statement

Y

Y

Preliminary Title Report

Y

Y

Profit and Loss Statement

Y

Property Detail Report

Y

Purchase Advice

Y

Rental Agreement

Y

Service Provider List

Y

Social Security Administration Authorization

Y

SSA-1099

Y

Y

Tax Bill

Y

Tax Info Sheet

Y

Tax Transcript

Y

Title Insurance Policy

Y

Verification of Rent

Y

1125-E

Coming June 2021

1120 Schedule G

Coming June 2021

1040 Schedule A

Coming June 2021

1040 Schedule B

Coming June 2021

1040 Schedule C-EZ

Coming June 2021

1040 Schedule D

Coming June 2021

1040 Schedule EIC

Coming June 2021

1040 Schedule F

Coming June 2021

1040 Schedule H

Coming June 2021

1040 Schedule J

Coming June 2021

1040 Schedule R

Coming June 2021

1040 Schedule 8812

Coming June 2021

1040 Schedule 2

Coming June 2021

1040 Schedule 3

Coming June 2021

1040 Schedule 4

Coming June 2021

1040 Schedule 5

Coming June 2021

1040 Schedule 6

Coming June 2021

1040 Schedule LEP

Coming June 2021

SS Award Letter

Coming June 2021

Updated 3 days ago


Getting Started in Mortgage


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