Overview
Step-by-step guide for uploading documents from MeridianLink Mortgage and reviewing Ocrolus-powered income, insights, and data import.
The MeridianLink and Ocrolus integration allows loan officers to upload borrower documents directly from MeridianLink Mortgage, have them automatically processed and classified by Ocrolus, and import verified income calculations and insights back into MeridianLink. This eliminates manual data entry and reduces processing time.
This feature is in beta!This page discusses functionality that is in beta. You may occasionally experience unannounced changes or bugs. We'd greatly appreciate your feedback on this feature and its accompanying documentation.
To get started, select the guide that matches where you are in the process.
Complete the four prerequisite steps to configure the integration, enable API access, map users, and set up document folder routing.
Step-by-step guide for uploading documents from MeridianLink Mortgage and reviewing Ocrolus-powered income, insights, and data import.
Integration workflow
The integration follows the below six stages:
| Stage | Description |
|---|---|
| 1. Access pipeline | Create or open a loan in MeridianLink Mortgage |
| 2. Upload documents | Use eDocs > Upload Documents to send files to Ocrolus |
| 3. Processing | Ocrolus automatically classifies, extracts, and verifies all documents |
| 4. Review | Review income calculations and Inspect insights in Ocrolus |
| 5. Import | Use Import to MeridianLink to push verified income and data back to the loan file |
| 6. Confirm | Validate updated fields directly within MeridianLink to complete the workflow |
Updated about 1 hour ago