Attending Funders Forum + Brokers Expo 2026? Secure your meeting with Ocrolus and explore the future of SMB underwriting with AI-powered analytics.!
FREE GUIDE

AI starter kit: A practical guide for lenders

Unlock your roadmap to AI adoption. This lender-focused guide walks through practical steps to pilot and scale AI across your existing lending workflows.

Download guide
AI starter kit ebook2

Why lenders can’t ignore AI

Manual loan reviews waste time and money. In mortgage and small business lending, bloated files and compliance risk increase with every manual touch. All the while, borrowers expect fast, digital experiences.

AI flips the script. It reads documents in seconds, flags fraud and feeds clean data into your existing workflows. The result? Minutes instead of days. Underwriters focus on judgment, not data entry.

This playbook shows you how to start simple, measure ROI and scale what works. No buzzwords. Just real-world steps you can take now.

What’s inside the playbook

Actionable steps to get started

Actionable steps to get started

Identify one high-friction workflow, set one KPI and run a 30-day pilot.

AI explained in lender terms

AI explained in lender terms

Understand how AI, ML and GenAI show up in workflows like document classification, income verification and fraud detection.

The business case for AI

The business case for AI

See how real lenders cut review time by up to 60% and operating costs by 30%.

AI benefits by role

AI benefits by role

Learn how operations, compliance, tech and analytics teams each play a role in adoption.

A six-step pilot checklist

A six-step pilot checklist

Follow a structured process to test and scale AI with measurable impact.

Who should read this

This starter kit is made for:

  • Mortgage and SMB lenders looking to streamline operations
  • Underwriting teams stuck in manual reviews
  • Tech and ops leaders evaluating automation tools
  • Executives seeking fast, measurable ROI from innovation

Get the AI starter kit

Download the guide to learn how leading lenders are implementing AI, starting with just one workflow. Take the first step toward faster approvals, fewer errors and scalable growth.

Download guide

*No commitment. Instant access.

Ocrolus RGB logo
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.