PRODUCT PULSE

Streamline SMB underwriting with Ocrolus’ book overview & industry classification

Learn about the all new book overview page in dashboard and industry classification for API and dashboard

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One page. Insights at a glance.

Ocrolus has launched powerful dashboard upgrades for SMB underwriters. Join this quick-hit Product Pulse to see how:

  • The new Book Overview Page gives you a top-down borrower snapshot in seconds
  • Embedded Industry Classification helps assess risk with confidence
  • Teams are saving time by skipping data exports and endless tab-switching

What you’ll learn

How the book overview page simplifies underwriting decisions

Where key borrower metrics like average balance, loan payments, and debt coverage now live

How automated industry classification works and when to override it

What to do if no industry can be confidently assigned

Where to find these tools in your SMB dashboard workflow

The Product Pulse includes 20 minutes of a product deep dive and live audience Q&A—don’t miss your chance to learn more about Ocrolus and engage with our product team.

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