ISO Application
An ISO application provides key information about a business applying for funding. Applicants may complete this form themselves, or their broker may complete it on their behalf.
To use the Upload PDF endpoint for this document, you must use ISO_APP in the form_type parameter. To learn more about how we process ISO applications, click here.
Field descriptions
The following fields are available on this form type:
| JSON attribute | Data type | Description |
|---|---|---|
iso_app-Part1-General:brokerName | Text | Broker Name |
iso_app-Part1-General:applicationHandwrittenOrTyped | HANDWRITTENTYPED | Application Handwritten Or Typed |
iso_app-Part1-General:applicationSignedByOwner1? | SIGNEDNOT SIGNED | Application Signed by Owner 1? |
iso_app-Part1-General:dateOfSignatureByOwner1 | Date | Date of Signature by Owner 1 |
iso_app-Part1-General:applicationSignedByOwner2? | SIGNEDNOT SIGNED | Application Signed by Owner 2? |
iso_app-Part1-General:dateOfSignatureByOwner2 | Date | Date of Signature by Owner 2 |
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine1 | Text | Mailing Address Line 1 |
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine2 | Text | Mailing Address Line 2 |
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:city | Text | City |
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:state | Text | State |
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:zip | Text | Zip |
iso_app-Part2-BusinessInfo:companyLegalBusinessName | Text | Company Legal Business Name |
iso_app-Part2-BusinessInfo:dba | Text | DBA |
iso_app-Part2-BusinessInfo:businessStartDate | Date | Business Start Date |
iso_app-Part2-BusinessInfo:companyFederalTaxId | Text | Company Federal Tax ID |
iso_app-Part2-BusinessInfo:typeOfBusinessEntity | SOLE PROPRIETORSHIPGENERAL PARTNERSHIPLIMITED PARTNERSHIPLIMITED LIABILITY PARTNERSHIP (LLP)LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP)CORPORATION (CORP)S-CORPC-CORPINCORPORATED (INC)NONPROFIT CORPORATIONLIMITED LIABILITY COMPANY (LLC)TRUSTASSOCIATIONJOINT VENTUREMUNICIPALITY | Type Of Business Entity |
iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1 | Text | Company Physical Address |
iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2 | Text | Company Physical Address |
iso_app-Part2-BusinessInfo:companyPhysicalAddress:city | Text | Company Physical Address |
iso_app-Part2-BusinessInfo:companyPhysicalAddress:state | Text | Company Physical Address |
iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip | Text | Company Physical Address |
iso_app-Part2-BusinessInfo:companyPhoneNumber | Text | Company Phone Number |
iso_app-Part2-BusinessInfo:companyWebsite | Text | Company Website |
iso_app-Part2-BusinessInfo:companyEmail | Text | Company Email |
iso_app-Part2-BusinessInfo:industryType | Text | Industry Type |
iso_app-Part2-BusinessInfo:naics | Text | NAICS |
iso_app-Part3-FundingInfo:annualRevenue(GrossSales) | Money | Annual Revenue (Gross Sales) |
iso_app-Part3-FundingInfo:monthlyRevenue(Average) | Money | Monthly Revenue (Average) |
iso_app-Part3-FundingInfo:amountRequested | Money | Amount Requested |
iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds | Text | Loan Purpose / Use Of Proceeds |
iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanInfoProvided? | YES NO | Is Loan Information Provided? |
iso_app-Part3-FundingInfo:current/Remaining/OutstandingBalance | Money | Outstanding Balance |
iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanLenderName | Text | Lender Name |
iso_app-Part4-Owner1Info:firstName | Text | First Name |
iso_app-Part4-Owner1Info:lastName | Text | Last Name |
iso_app-Part4-Owner1Info:ownershipPercentage | percentage | Ownership Percentage |
iso_app-Part4-Owner1Info:homeAddress:addressLine1 | Text | Home Address |
iso_app-Part4-Owner1Info:homeAddress:addressLine2 | Text | Home Address |
iso_app-Part4-Owner1Info:homeAddress:city | Text | Home Address |
iso_app-Part4-Owner1Info:homeAddress:state | Text | Home Address |
iso_app-Part4-Owner1Info:homeAddress:zip | Text | Home Address |
iso_app-Part4-Owner1Info:mobilePhone | Text | Mobile Phone |
iso_app-Part4-Owner1Info:homePhone | Text | Home Phone |
iso_app-Part4-Owner1Info:emailAddress | Text | Email Address |
iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn) | Text | Social Security Number (SSN) |
iso_app-Part4-Owner1Info:dateOfBirth(Dob) | Date | Date of Birth (DOB) |
iso_app-Part5-Owner2Info:firstName | Text | First Name |
iso_app-Part5-Owner2Info:lastName | Text | Last Name |
iso_app-Part5-Owner2Info:ownershipPercentage | Percentage | Ownership Percentage |
iso_app-Part5-Owner2Info:homeAddress:addressLine1 | Text | Home Address |
iso_app-Part5-Owner2Info:homeAddress:addressLine2 | Text | Home Address |
iso_app-Part5-Owner2Info:homeAddress:city | Text | Home Address |
iso_app-Part5-Owner2Info:homeAddress:state | Text | Home Address |
iso_app-Part5-Owner2Info:homeAddress:zip | Text | Home Address |
iso_app-Part5-Owner2Info:mobilePhone | Text | Mobile Phone |
iso_app-Part5-Owner2Info:homePhone | Text | Home Phone |
iso_app-Part5-Owner2Info:emailAddress | Text | Email Address |
iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn) | Text | Social Security Number (SSN) |
iso_app-Part5-Owner2Info:dateOfBirth(Dob) | Date | Date of Birth (DOB) |
Sample form
The below Ocrolus sample PDF (input) matches the below sample JSON result (output).
drive.google.comSample JSON result
{
"status": 200,
"response": {
"pk": 30723504,
"uuid": "4bbc3d5e-0020-4dd3-a4fb-4a32d71344a1",
"name": "ISO app",
"created": "2023-03-15T14:11:09Z",
"created_ts": "2023-03-15T14:11:09Z",
"verified_pages_count": 1,
"book_status": "ACTIVE",
"id": 30723504,
"forms": [
{
"pk": 45010181,
"uuid": "08df74cf-cf88-45a1-a7a1-9d090973933f",
"uploaded_doc_pk": 52915466,
"form_type": "ISO_APP",
"raw_fields": {
"iso_app-Part2-BusinessInfo:dba": {
"value": "ABC SAMPLE CORPORATION",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part1-General:brokerName": {
"value": "SBG FUNDING",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:naics": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:lastName": {
"value": "SAMPLE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"validation_error": "Owner 1 Last Name should not be equal to Owner 2 Last Name. User should review."
},
"iso_app-Part5-Owner2Info:lastName": {
"value": "SAMPLE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanLenderName": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:firstName": {
"value": "JOHN",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homePhone": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:firstName": {
"value": "DAVID",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:homePhone": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:mobilePhone": {
"value": "411-444-4444",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"irregular_datatype": true,
"type_validation_error": "Invalid phone number.",
"validation_error": "Owner 1 Mobile Phone should not be equal to Owner 2 Mobile Phone. User should review."
},
"iso_app-Part5-Owner2Info:mobilePhone": {
"value": "411-555-5555",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"irregular_datatype": true,
"type_validation_error": "Invalid phone number.",
"validation_error": "Owner 2 Mobile Phone should not be equal to Company Phone Number. User should review."
},
"iso_app-Part4-Owner1Info:emailAddress": {
"value": "[email protected]",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:emailAddress": {
"value": "[email protected]",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyEmail": {
"value": "[email protected]",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:industryType": {
"value": "MANUFACTURING",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homeAddress:zip": {
"value": "12345",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:homeAddress:zip": {
"value": "12345",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyWebsite": {
"value": "WWW.ABCSAMPLE.COM",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:amountRequested": {
"value": "70000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:dateOfBirth(Dob)": {
"value": "04/01/1991",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homeAddress:city": {
"value": "ANYCITY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:dateOfBirth(Dob)": {
"value": "04/02/1991",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:homeAddress:city": {
"value": "ANYCITY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homeAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:homeAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:businessStartDate": {
"value": "01/01/2019",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:ownershipPercentage": {
"value": "75%",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:ownershipPercentage": {
"value": "25%",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part1-General:dateOfSignatureByOwner1": {
"value": "07/07/2022",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part1-General:dateOfSignatureByOwner2": {
"value": "07/07/2022",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhoneNumber": {
"value": "222-444-4444",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"irregular_datatype": true,
"type_validation_error": "Invalid phone number."
},
"iso_app-Part2-BusinessInfo:companyFederalTaxId": {
"value": "12-3456789",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:typeOfBusinessEntity": {
"value": "CORPORATION (CORP)",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part1-General:applicationSignedByOwner1?": {
"value": "SIGNED",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part1-General:applicationSignedByOwner2?": {
"value": "SIGNED",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:monthlyRevenue(Average)": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homeAddress:addressLine1": {
"value": "123 SAMPLE AVENUE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:homeAddress:addressLine2": {
"value": "FL 1",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"validation_error": "Owner 1 Address Line 2 should not be equal to Owner 2 Address Line 2. User should review."
},
"iso_app-Part5-Owner2Info:homeAddress:addressLine1": {
"value": "111 SAMPLE AVENUE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part5-Owner2Info:homeAddress:addressLine2": {
"value": "FL 1",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)": {
"value": "222-111-4444",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"irregular_datatype": true,
"type_validation_error": "Invalid social security.",
"validation_error": "Owner 1 SSN should not be equal to Owner 2 SSN. User should review."
},
"iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn)": {
"value": "222-122-1111",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf",
"irregular_datatype": true,
"type_validation_error": "Invalid social security.",
"validation_error": "Owner 2 SSN should not be equal to Company Federal Tax ID. User should review."
},
"iso_app-Part1-General:applicationHandwrittenOrTyped": {
"value": "TYPED",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyLegalBusinessName": {
"value": "ABC SAMPLE CORPORATION",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:annualRevenue(GrossSales)": {
"value": "100000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds": {
"value": "INCREASE THE WORK FORCE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip": {
"value": "12345",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhysicalAddress:city": {
"value": "ANYCITY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhysicalAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1": {
"value": "123 FAKE AVENUE",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2": {
"value": "APT. 1",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine1": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:city": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:state": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:zip": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanInfoProvided?": {
"value": "NO",
"is_empty": false,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
},
"iso_app-Part3-FundingInfo:current/Remaining/OutstandingBalance": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "ISO APP (1) (2).pdf"
}
},
"form_config_pk": 209632,
"tables": []
}
],
"book_is_complete": true
},
"message": "OK"
}
Updated about 1 month ago