Mortgage 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

Learn how to access Ocrolus Dashboard from Encompass.

Process documents with Ocrolus

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

Learn how to navigate to the 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:

Navigate to Accounts tab

Learn how to navigate to the Accounts tab in the Ocrolus Dashboard.

View documents while in Income tab

Learn how to view source documents while reviewing income calculations.

Navigate between borrowers and employers

Learn how to switch between borrowers and employers in the Income tab.

Navigate to Transaction tab

Learn how to navigate to the Transaction tab in the Ocrolus Dashboard.

Edit fields under the Income tab

Learn how to edit income field values directly within the income worksheet.

Edit the employment period

Learn how to update the employment period for a borrower or employer.

Change documents used in income calculations

Learn how to include or exclude source documents from income calculations.

Merge employers, borrowers, and rental properties

Learn how to merge duplicate employers, borrowers, and rental properties. The same process applies to all three entity types.

Mark an employer as active or inactive

Learn how to mark an employer as active or inactive to control their inclusion in income calculations.

Use Fannie Mae integration for income assessments

Learn how to use the Fannie Mae integration to run income assessments directly from the Ocrolus Dashboard.

Income toggle

Learn how to use the income toggle to include or exclude income sources from the total calculation.

View alerts and understand their importance

Learn how to view and interpret Ocrolus alerts to ensure accurate income calculations.

Download the income worksheet

Learn how to download the income worksheet to your computer or directly into the Encompass eFolder.

Import income into Encompass

Learn how to import Ocrolus-calculated income values directly into Encompass VOE fields.

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.

How-to videos

Explore the short walkthrough videos below to learn how to navigate and use Inspect effectively in the Ocrolus platform:

Access Inspect in the platform

Learn how to access the Inspect feature in the Ocrolus Dashboard.

Edit borrower mapping to get started

Learn how to edit borrower mapping before running Inspect.

Review insights in Inspect

Learn how to review and interpret insights generated by Inspect.

Conditions in Inspect

Learn how to view and manage automatically generated underwriting conditions in Inspect.