Turn connections
into rewards.

At Ocrolus, we believe great technology is even better when shared. Do you know a lender who could benefit from our AI-powered workflow and analytics platform? Refer them and earn rewards.

Submit a referral

How it works

It's simple to start earning:

1

Submit your referral

Provide your contact details and your referral's information in the form below.

2

Weโ€™ll connect with them

The Ocrolus team will reach out and introduce what we do.

3

You get rewarded

Once your referral completes a demo, youโ€™ll earn a $100 gift card. If they become a customer, youโ€™ll receive an additional reward based on the outcome.

Who can participate

This referral program is exclusively available to current Ocrolus customers in good standing. Referrals submitted by non-customers will not be eligible for rewards.

Rewards

What you'll earn

We offer rewards just for taking a demo, then based on your referral's level of commitment:

$100
Gift card

Demo completion with a qualified opportunity

Receive a $100 gift card when your qualified referral completes a demo with our team.

$1,000
free processing

$20K+ client agreement

Earn $1,000 in free processing when your referral signs on for at least $20,000.

$5,000
free processing

$100K+ client agreement

Get $5,000 in free processing for agreements over $100,000.

$12,500
free processing

$250K+ client agreement

Unlock $12,500 in free processing when your referral commits over $250,000.

Reward terms: All rewards are subject to Ocrolusโ€™ Referral Program Terms and Conditions*

Submit your referral

1

Your Information

2

Referral Information

Privacy Notice: By submitting this form, you confirm you have the prospectโ€™s permission to share their contact information. Ocrolus will use this information solely to contact the prospect about our services and will process all data in accordance with our privacy policy.

Why refer Ocrolus?

When you refer a lender to Ocrolus, you're connecting them with a trusted platform that delivers real value.

AI-powered workflow and analytics platform that eliminates manual work

Clean, structured data ready for quick decision-making

Fast, accurate cash flow insights and income analysis that improve lending outcomes

If you know a lender who values speed and precision, weโ€™d love to meet them!

Thanks for your referral!

We received your submission. Your referral is in good hands.

Our team will reach out to your referral shortly to introduce Ocrolus and explore how we can support their lending operations. Weโ€™ll keep you in the loop and let you know once they complete a demo.

Reminder:

Youโ€™ll earn a $100 gift card once your referral completes a demo. If they become a customer, youโ€™ll unlock even more rewards based on the size of their agreement.

Want to refer someone else?
Submit a referral
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