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 attributeData typeDescription
iso_app-Part1-General:brokerNameTextBroker Name
iso_app-Part1-General:applicationHandwrittenOrTypedHANDWRITTENTYPEDApplication Handwritten Or Typed
iso_app-Part1-General:applicationSignedByOwner1?SIGNEDNOT SIGNEDApplication Signed by Owner 1?
iso_app-Part1-General:dateOfSignatureByOwner1DateDate of Signature by Owner 1
iso_app-Part1-General:applicationSignedByOwner2?SIGNED NOT SIGNEDApplication Signed by Owner 2?
iso_app-Part1-General:dateOfSignatureByOwner2DateDate of Signature by Owner 2
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 PROPRIETORSHIPGENERAL PARTNERSHIPLIMITED PARTNERSHIPLIMITED LIABILITY PARTNERSHIP (LLP)LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP)CORPORATION (CORP)S-CORPC-CORPINCORPORATED (INC)NONPROFIT CORPORATIONLIMITED LIABILITY COMPANY (LLC)TRUSTASSOCIATIONJOINT VENTUREMUNICIPALITYType 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-Part4-Owner1Info:firstNameTextFirst Name
iso_app-Part4-Owner1Info:lastNameTextLast Name
iso_app-Part4-Owner1Info:ownershipPercentageercentageOwnership 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-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"
}