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 |
|---|---|---|
| Text | Broker Name |
|
| Application Handwritten Or Typed |
|
| Application Signed by Owner 1? |
| Date of Signature by Owner 1 | |
|
| Application Signed by Owner 2? |
| Date of Signature by Owner 2 | |
| Text | Company Legal Business Name |
| Text | DBA |
| Business Start Date | |
| Text | Company Federal Tax ID |
|
| Type Of Business Entity |
| Text | Company Physical Address |
| Text | Company Physical Address |
| Text | Company Physical Address |
| Text | Company Physical Address |
| Text | Company Physical Address |
| Text | Company Phone Number |
| Text | Company Website |
| Text | Company Email |
| Text | Industry Type |
| Text | NAICS |
| Annual Revenue (Gross Sales) | |
| Monthly Revenue (Average) | |
| Amount Requested | |
| Text | Loan Purpose / Use Of Proceeds |
| Text | First Name |
| Text | Last Name |
| ercentage | Ownership Percentage |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Mobile Phone |
| Text | Home Phone |
| Text | Email Address |
| Text | Social Security Number (SSN) |
| Date of Birth (DOB) | |
| Text | First Name |
| Text | Last Name |
| Percentage | Ownership Percentage |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Home Address |
| Text | Mobile Phone |
| Text | Home Phone |
| Text | Email Address |
| Text | Social Security Number (SSN) |
| 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": 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"
}
Updated 4 months ago