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.
The form_type parameter ISO_APP for the Upload PDF endpoint is required for this form type.
Learn more about how we process ISO applications here.
Optional fields captured
Configuration-driven output
All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.
| 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? | SIGNED
NOT SIGNED | Application Signed by Owner 2? |
iso_app-Part1-General:dateOfSignatureByOwner2 | Date | Date of Signature by Owner 2 |
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-Part4-Owner1Info:firstName | Text | First Name |
iso_app-Part4-Owner1Info:lastName | Text | Last Name |
iso_app-Part4-Owner1Info:ownershipPercentage | ercentage | 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-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"
}
},
"form_config_pk":209632,
"tables":[
]
}
],
"book_is_complete":true
},
"message":"OK"
}
Updated 3 months ago