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 attributeData typeDescription
iso_app-Part1-General:brokerNameTextBroker Name
iso_app-Part1-General:applicationHandwrittenOrTypedHANDWRITTEN
TYPED
Application Handwritten Or Typed
iso_app-Part1-General:applicationSignedByOwner1?SIGNED
NOT SIGNED
Application Signed by Owner 1?
iso_app-Part1-General:dateOfSignatureByOwner1DateDate of Signature by Owner 1
iso_app-Part1-General:applicationSignedByOwner2?SIGNED
NOT SIGNED
Application Signed by Owner 2?
iso_app-Part1-General:dateOfSignatureByOwner2DateDate of Signature by Owner 2
iso_app-Part1-General:currentDate(IfDateOfSignatureIsNotAvailable)DateCurrent Date
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine1TextMailing Address Line 1
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine2TextMailing Address Line 2
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:cityTextCity
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:stateTextState
iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:zipTextZip
iso_app-Part2-BusinessInfo:companyLegalBusinessNameTextCompany Legal Business Name
iso_app-Part2-BusinessInfo:dbaTextDBA
iso_app-Part2-BusinessInfo:businessStartDateDateBusiness Start Date
iso_app-Part2-BusinessInfo:companyFederalTaxIdTextCompany Federal Tax ID
iso_app-Part2-BusinessInfo:typeOfBusinessEntitySOLE PROPRIETORSHIP
GENERAL PARTNERSHIP
LIMITED PARTNERSHIP
LIMITED LIABILITY PARTNERSHIP (LLP)
LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP)
CORPORATION (CORP)
S-CORP
C-CORP
INCORPORATED (INC)
NONPROFIT CORPORATION
LIMITED LIABILITY COMPANY (LLC)
TRUST
ASSOCIATION
JOINT VENTURE
MUNICIPALITY
Type Of Business Entity
iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1TextCompany Physical Address
iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2TextCompany Physical Address
iso_app-Part2-BusinessInfo:companyPhysicalAddress:cityTextCompany Physical Address
iso_app-Part2-BusinessInfo:companyPhysicalAddress:stateTextCompany Physical Address
iso_app-Part2-BusinessInfo:companyPhysicalAddress:zipTextCompany Physical Address
iso_app-Part2-BusinessInfo:companyPhoneNumberTextCompany Phone Number
iso_app-Part2-BusinessInfo:companyWebsiteTextCompany Website
iso_app-Part2-BusinessInfo:companyEmailTextCompany Email
iso_app-Part2-BusinessInfo:industryTypeTextIndustry Type
iso_app-Part2-BusinessInfo:naicsTextNAICS
iso_app-Part3-FundingInfo:annualRevenue(GrossSales)MoneyAnnual Revenue (Gross Sales)
iso_app-Part3-FundingInfo:monthlyRevenue(Average)MoneyMonthly Revenue (Average)
iso_app-Part3-FundingInfo:amountRequestedMoneyAmount Requested
iso_app-Part3-FundingInfo:loanPurpose/UseOfProceedsTextLoan Purpose / Use Of Proceeds
iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanInfoProvided?YES NOIs Loan Information Provided?
iso_app-Part3-FundingInfo:current/Remaining/OutstandingBalanceMoneyOutstanding Balance
iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanLenderNameTextLender Name
iso_app-Part4-Owner1Info:firstNameTextFirst Name
iso_app-Part4-Owner1Info:lastNameTextLast Name
iso_app-Part4-Owner1Info:ownershipPercentagepercentageOwnership Percentage
iso_app-Part4-Owner1Info:homeAddress:addressLine1TextHome Address
iso_app-Part4-Owner1Info:homeAddress:addressLine2TextHome Address
iso_app-Part4-Owner1Info:homeAddress:cityTextHome Address
iso_app-Part4-Owner1Info:homeAddress:stateTextHome Address
iso_app-Part4-Owner1Info:homeAddress:zipTextHome Address
iso_app-Part4-Owner1Info:mobilePhoneTextMobile Phone
iso_app-Part4-Owner1Info:homePhoneTextHome Phone
iso_app-Part4-Owner1Info:emailAddressTextEmail Address
iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)TextSocial Security Number (SSN)
iso_app-Part4-Owner1Info:dateOfBirth(Dob)DateDate of Birth (DOB)
iso_app-Part5-Owner2Info:firstNameTextFirst Name
iso_app-Part5-Owner2Info:lastNameTextLast Name
iso_app-Part5-Owner2Info:ownershipPercentagePercentageOwnership Percentage
iso_app-Part5-Owner2Info:homeAddress:addressLine1TextHome Address
iso_app-Part5-Owner2Info:homeAddress:addressLine2TextHome Address
iso_app-Part5-Owner2Info:homeAddress:cityTextHome Address
iso_app-Part5-Owner2Info:homeAddress:stateTextHome Address
iso_app-Part5-Owner2Info:homeAddress:zipTextHome Address
iso_app-Part5-Owner2Info:mobilePhoneTextMobile Phone
iso_app-Part5-Owner2Info:homePhoneTextHome Phone
iso_app-Part5-Owner2Info:emailAddressTextEmail Address
iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn)TextSocial Security Number (SSN)
iso_app-Part5-Owner2Info:dateOfBirth(Dob)DateDate of Birth (DOB)

Sample form

The below Ocrolus sample PDF (input) matches the below sample JSON result (output).

Sample 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-Part1-General:currentDate(IfDateOfSignatureIsNotAvailable)": {
                        "value":"",
                        "is_empty":true,
                        "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"
}