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Guides

Ocrolus.com Start free trial Raise a request

Home Guides 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
- Confidence score
Detect
Analyze
Processing Flows
- Instant
- Classify
Widget (beta)

Encompass integration

Encompass

Plaid integration

Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token

Supported documents

Getting started with supported documents
All supported documents
Assets
Closing
- HUD-1 Settlement Statement
Disclosure
- Automated Payments Customer Authorization
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 4 months ago

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