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

HANDWRITTEN
TYPED

Application Handwritten Or Typed

iso_app-Part1-General:applicationSignedByOwner1?

SIGNED
NOT 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 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: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).

Sample JSON result

{
    "status": 200,
    "response": {
        "pk": 26070379,
        "uuid": "f9138d4b-e48f-435a-9e30-a2a5d7545ebf",
        "forms": [
            {
                "pk": 27868624,
                "uuid": "7f19da8f-1363-43d5-ba0c-32ee92270a95",
                "form_type": "ISO_APP",
                "form_config_pk": 11701,
                "tables": [],
                "raw_fields": {
                    "iso_app-Part2-BusinessInfo:dba": {
                        "value": "TOTAL BUSINESS COMMUNITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:brokerName": {
                        "value": "OCROLUS",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:naics": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:lastName": {
                        "value": "LEWIS",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:lastName": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:firstName": {
                        "value": "JONATHAN",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homePhone": {
                        "value": "8529631245",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:firstName": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homePhone": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:mobilePhone": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:mobilePhone": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:emailAddress": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:emailAddress": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyEmail": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:industryType": {
                        "value": "CONSULTING",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:zip": {
                        "value": "11953",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:zip": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyWebsite": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part3-FundingInfo:amountRequested": {
                        "value": "45500.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:dateOfBirth(Dob)": {
                        "value": "01/29/1989",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:city": {
                        "value": "MIDDLE ISLAND",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:dateOfBirth(Dob)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:city": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:state": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:businessStartDate": {
                        "value": "05/01/2011",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:ownershipPercentage": {
                        "value": "100%",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:ownershipPercentage": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:dateOfSignatureByOwner1": {
                        "value": "07/08/2020",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:dateOfSignatureByOwner2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhoneNumber": {
                        "value": "546-127-4152",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyFederalTaxId": {
                        "value": "852963741",
                        "is_empty": false,
                        "subfields": [
                            {
                                "value": "852963741",
                                "is_empty": false,
                                "alias_used": "Company Federal Tax ID",
                                "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                            }
                        ]
                    },
                    "iso_app-Part2-BusinessInfo:typeOfBusinessEntity": {
                        "value": "LIMITED LIABILITY COMPANY (LLC)",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:applicationSignedByOwner1?": {
                        "value": "SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:applicationSignedByOwner2?": {
                        "value": "NOT SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part3-FundingInfo:monthlyRevenue(Average)": {
                        "value": "42525.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine1": {
                        "value": "750 MIDDLE COUNTRY ROAD",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:addressLine1": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)": {
                        "value": "852-96-3789",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part1-General:applicationHandwrittenOrTyped": {
                        "value": "TYPED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyLegalBusinessName": {
                        "value": "TOTAL INTELLIGENCE SOLUTIONS, LLC",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part3-FundingInfo:annualRevenue(GrossSales)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds": {
                        "value": "EXPANSION, WORKING CAPITAL, AND OTHER",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip": {
                        "value": "13662",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:city": {
                        "value": "MASSENA",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1": {
                        "value": "43 STEPHENVILLE ST",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 01 - ISO_APP (Ocrolus).pdf"
                    }
                }
            }
        ]
    },
    "message": "OK"
}

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