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Quick start guides

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Ocrolus API

Introduction
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Endpoint types
Breaking change policy
Monitor Books
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Overview
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Product guide

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Encore
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Processing Flows
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Encompass integration

Encompass

Plaid integration

Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Post-funding analytics
Docs-to-Digital matching
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Account aggregators

Finicity

Supported documents

Getting started with supported documents
All supported documents
Assets
Closing
- HUD-1 Settlement Statement
Disclosure
- Automated Payments Customer Authorization
- Exclusive Buyer-Broker Representation Agreement
Identification
Income/Employment
Legal
Mortgage specific forms
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Property
Tax forms

Data types

Composite types
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Resources

Mortgage how-to videos
SMB how-to videos
Frequently asked questions (FAQs)

Product SKUs

Overview
Core
SMB
Mortgage
Consumer

Month ref

"03/2018"

Month ref holds a calendar month in the MM/YYYY format.

Updated 2 months ago

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