Instant
Cash Flow Analytics
- Customized transaction tagging
- Accessing Cash Flow Analytics in the Dashboard
- Navigating the Accounts page
- Navigating the Transactions page
- How to View transaction Details?
- How to update transaction details?
Ocrolus Weekly Product Webinars
API
- How to Access API Documentation
- What documents do we process via API?
- What is the difference between Dashboard (manual) and API (automated) analytics?
- How to Create Your API Key and Secret
- What is the difference between Sandbox and Production Organization?
- How to switch from Sandbox Organization to Production Organization process
Bank Statement Income Calculator
- How to Navigate the Ocrolus Bank Statement Income Calculator
- What is the Bank Statement Income Calculator?
- Transactions Page
- Borrower/Loan Information
- Statement Overview
- NSF Transactions
Detect
- What is an image-based PDF?
- Ocrolus Dashboard - Detect
- False Positives
- Misaligned Text
- What is Detect?
- Detect API Documentation
Document Management
Encompass Integration
- How does Ocrolus pick up loans from Encompass?
- What types of documents can Ocrolus process through Encompass?
- What if an attachment we would like to be processed is not getting picked up by Ocrolus?
- Can I move documents manually after Ocrolus has processed them?
- How can we improve the efficiency of our Ocrolus Encompass integration?
- How do I know if a loan is being processed by Ocrolus?
FAQ
- How to Disable Browser Extensions
- Email Notifications for Suspicious Activity Alerts
- What is Mortgage Automation?
- How to Clear Cache/Cookies in a Browser
- What if your Password is too weak?
- Password Reset Recommendations
Financial Analysis
- Reviewing Summary & Lender Analytics
- Exporting and Printing Transaction Data
- Identifying and Linking Recurring Transactions
- Finding "Probable" Transfer Matches
- Identifying and Linking Transfer Matches
- Transaction Tags: Transfer, Match, Transfer & Match, Recurring Transactions
Guides
- A Guide on Detect
- A Guide to Our Small Business Analytics
- A Guide to Our Consumer Analytics
- Accelerate Income and Employment Verifications with Ocrolus
- Income Verification with Paystub Capture
- Process W2s with Ocrolus
Lender Analytics
- How to manually Include or Exclude from Revenue for a book
- NSF Calculation
- Ocrolus Estimated Revenue Calculations
- How to Distinguish Object Levels of Lender Analytics: Book, Bank Account, and Period
- How to See Weekday and Weekend Analytics
- How to Make Custom Updates to Lender Analytics
My Organization Settings
Ocrolus Training Webinars
- Ocrolus Webinar: Benefits of Integrating to Ocrolus APIs (12/14)
- How to view Detect Signals on the Ocrolus Dashboard (12/15)
- Ocrolus Webinar: Introduction to the Ocrolus Dashboard Enhancements (10/21)
- Ocrolus Insights: Analytics to Drive Better Lending Decisions 5/19
- The Ocrolus + Plaid Advantage 4/28!
- “Get to know Mortgage Analytics" Webinar Recording
Plaid Integration
Video Library
- Cash Flow Analytics - Dashboard walkthrough
- How to navigate Detect
- Ocrolus Insights: Analytics To Drive Better Lending Decisions
- Your Intro to the Ocrolus Free Trial
- Intro to Ocrolus Analytics: Tutorial Video
- Spot the Fraud: Ocrolus File Tampering Detection in Action