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Home Guides Recipes API Release notes Supported documents

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Guide

Quick start guides

How Ocrolus works
Getting started with bank statements
Getting started in mortgage
Getting started with SMB lending
Getting started with consumer lending

Ocrolus API

Introduction
- Definitions
Authentication
Endpoint types
Breaking change policy
Monitor Books
- Retry strategies
IP address allowlist
API status

Webhooks

Overview
Organization-level webhooks
- Configure and manage
Account-level webhooks
Secure webhook URLs

Product guide

Classify
Capture
Detect
Analyze
Processing Flows
Widget

Encompass integration

Encompass

Plaid integration

Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Post-funding analytics (Beta)
Docs-to-Digital matching (Beta)
- Ocrolus Dashboard flow
- Ocrolus API flow

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
Other
Property
Tax forms

Data types

Composite types
Code types

Plaid

Ingesting Plaid JSON reports

View detail

Importing Plaid audit copy token

View detail

Updated about 1 year ago

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