How-to videos

With the Ocrolus and Encompass integration, lenders can classify documents, analyze income across all borrower types, and identify discrepancies to surface key insights, seamlessly within their existing workflow. This streamlines manual reviews, enhances accuracy, and accelerates decisioning.

Watch the short videos below to get started and learn tips for using Ocrolus effectively.

Learn more about setup, features, and supported document types in the Ocrolus Encompass documentation.

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Classify

Ocrolus Classify lets you automatically index and extract data from borrower documents with confidence.

Eliminate manual data entry
Create structured data at the start of the borrower journey
Deliver data natively within Encompass

How-to videos

Access the Ocrolus Dashboard from Encompass

Process documents with Ocrolus

👍 Tip:
How you receive your finished docs may vary based on your organization’s setup.
For more information, please contact your admin or account manager.

Navigate to Index tab

Income analysis

Calculate income for wage earners, self-employed borrowers, rental properties, and bank statement loans.

Automate income analysis in accordance with Fannie Mae, Freddie Mac, and government loan guidelines.
Support income calculations for multiple borrower types, including non-traditional income sources.
Integrate directly with the Fannie Mae Income Calculator to streamline self-employed income workflows.
Seamlessly import results into Encompass by ICE Mortgage Technology, ensuring full transparency.

How-to videos

Watch the short videos below to learn how to navigate and manage income-related features in the Ocrolus platform:

View documents while in Income tab

Navigate between borrowers and employers

Navigate to Transaction tab

Edit fields under the Income tab

Edit the employment period

Change documents used in income calculations

Merge employers, borrowers, and rental properties

👍 Tip:
The same process can be used for merging borrowers, employers, and rental properties.

Mark an employer as active or inactive

Use Fannie Mae integration for income assessments

Income toggle

View alerts and understand their importance

Download the income worksheet

👍 Tip:
This walkthrough includes options to download to your computer or directly into the Encompass eFolder.

Import income into Encompass

Inspect

Inspect analyzes borrower document data alongside Encompass 1003 application data to uncover discrepancies and surface key insights that support loan file review.

Highlight mismatches in borrower information (e.g., names, addresses, loan details).
Surface undisclosed information or new records found in borrower documents (e.g., additional employers or accounts).
Detect missing documents required to support loan applications.
Compare asset and income data from bank statements and pay stubs against 1003 liabilities to surface red flags (e.g., large deposits, wage garnishments, undisclosed debts, or buy-now-pay-later services).
Create and manage conditions, then sync them to Encompass.