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": 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"
}