Attending deBanked Broker Fair 2025? Secure your meeting slot now to meet with Ocrolus and explore the future of document AI!
LIVE SESSION - Overcoming the data gap to lend confidently during economic volatility
Heading to Annual Non-QM Forum 2025? Book your meeting with Ocrolus today!
Attending The Gathering by HousingWire? Secure your meeting slot now to meet with Ocrolus and explore the future of document AI!
Request demo Free trial

Explore helpful tools, guides, and checklists from the Ocrolus team.

Fintech step1
Filter by content type
LI article featured how ai is helping credit unions better serve members with faster more accurate underwriting
post
15 May 2025

How AI is helping credit unions…

Read more
altbanq logo1@3x 1
customer story
9 May 2025

altbanq leverages Ocrolus’ AI-powered analytics to…

Read more
featured how mortgage lenders can implement ai powered decisioning into their workflows
post
8 May 2025

How mortgage lenders can implement AI-powered…

Read more
featured proactively manage loan risk with post funding cash flow analytics
post
1 May 2025

Proactively manage loan risk with post-funding…

Read more
featured navigating uncertainty with confidence how ai enables scalable lending operations
post
24 Apr 2025

Navigating uncertainty with confidence: How AI…

Read more
featured n loans income calculations (1)
video
21 Apr 2025

Interview: Neighborhood Loans and Ocrolus on…

Read more
compeer logo
customer story
21 Apr 2025

Compeer Financial boosts processing capacity by…

Read more
featured pp april 25 simplify financial data collection with widget
video
17 Apr 2025

Ocrolus Widget demo: Seamless document collection…

Read more
featured transform mortgage workflows with AI
post
17 Apr 2025

Transform mortgage workflows with AI: Eliminate…

Read more
featured amfed inspect
video
17 Apr 2025

How American Federal eliminates document discrepancies…

Read more
American Federal Mortgage Corporation
customer story
17 Apr 2025

How Ocrolus helped American Federal cut…

Read more
featured lendr video thumbnail
video
16 Apr 2025

How Lendr speeds up lending using…

Read more
argyle logo
customer story
14 Apr 2025

How Argyle and Ocrolus are boosting…

Read more
lendio logo
customer story
14 Apr 2025

Lendio and 75+ lender partners streamline…

Read more
featured expand your smb borrower pool with cash flow first underwriting
post
10 Apr 2025

Expand your SMB borrower pool with…

Read more
eagle cu
customer story
8 Apr 2025

Eagle Community Credit Union cuts underwriting…

Read more
featured n loans income calculations
video
4 Apr 2025

How Neighborhood Loans simplifies income analysis…

Read more
Neighborhood logo
customer story
4 Apr 2025

Neighborhood Loans reduces processing time by…

Read more
LI article featured how ai is helping credit unions better serve members with faster more accurate underwriting
post
15 May 2025

How AI is helping credit unions…

Read more
featured how mortgage lenders can implement ai powered decisioning into their workflows
post
8 May 2025

How mortgage lenders can implement AI-powered…

Read more
featured proactively manage loan risk with post funding cash flow analytics
post
1 May 2025

Proactively manage loan risk with post-funding…

Read more
featured navigating uncertainty with confidence how ai enables scalable lending operations
post
24 Apr 2025

Navigating uncertainty with confidence: How AI…

Read more
featured transform mortgage workflows with AI
post
17 Apr 2025

Transform mortgage workflows with AI: Eliminate…

Read more
featured expand your smb borrower pool with cash flow first underwriting
post
10 Apr 2025

Expand your SMB borrower pool with…

Read more
featured modernizing non qm underwriting with our enhanced bank statement income calculator
post
3 Apr 2025

Modernizing non-QM underwriting with our enhanced…

Read more
featured march event recap
post
27 Mar 2025

Forging connections and lending innovations: Ocrolus…

Read more
website featured executive insights how decision ready data is helping lenders improve efficiency and manage risk
post
20 Mar 2025

Executive insights: How decision-ready data is…

Read more
featured how lenders can keep up with rapid advances in financial ai
post
13 Mar 2025

How lenders can keep up with…

Read more
featured simplifying underwriting with a “docs+digital” approach
post
6 Mar 2025

Live session recap: Simplifying underwriting with…

Read more
featured small business Q4 cash flow reports
post
27 Feb 2025

Small Business Cash Flow Report: Key…

Read more
feature blog how advanced ai is fueling lending transformation
post
20 Feb 2025

Executive insights: How advanced AI is…

Read more
feature blog meeting demand for a digital homebuying experience
post
13 Feb 2025

AI in mortgage lending: meeting demand…

Read more
featured new income calculations for government backed mortgages now available in analyze
post
6 Feb 2025

New income calculations for government-backed mortgages…

Read more
featured executive insights financial ai is no longer just an option
post
30 Jan 2025

Executive insights: Financial AI is no…

Read more
featured examining trends in smal business cash flow
post
23 Jan 2025

Lender analytics: Examining trends in small…

Read more
featured uncovering smb funding insights in bank statement data
post
16 Jan 2025

Uncovering SMB funding insights in bank…

Read more
altbanq logo1@3x 1
customer story
9 May 2025

altbanq leverages Ocrolus’ AI-powered analytics to…

Read more
compeer logo
customer story
21 Apr 2025

Compeer Financial boosts processing capacity by…

Read more
American Federal Mortgage Corporation
customer story
17 Apr 2025

How Ocrolus helped American Federal cut…

Read more
argyle logo
customer story
14 Apr 2025

How Argyle and Ocrolus are boosting…

Read more
lendio logo
customer story
14 Apr 2025

Lendio and 75+ lender partners streamline…

Read more
eagle cu
customer story
8 Apr 2025

Eagle Community Credit Union cuts underwriting…

Read more
Neighborhood logo
customer story
4 Apr 2025

Neighborhood Loans reduces processing time by…

Read more
Can Capital logo
customer story
4 Apr 2025

CAN Capital cuts funding time by…

Read more
kapitus logo
customer story
20 Mar 2025

How Kapitus streamlines lending with Ocrolus’…

Read more
home trust logo
customer story
3 Jul 2024

HomeTrust Bank transforms mortgage loan processing…

Read more
fora logo hero section
customer story
10 May 2024

Fora Financial introduces AI-driven document automation…

Read more
Lendr logo
customer story
26 Apr 2024

Lendr provides faster access to capital…

Read more
beacon logo
customer story
10 Apr 2024

Beacon Funding Corporation enhances decision-making and…

Read more
ziprent logo
customer story
19 Dec 2023

Ziprent achieves an automated tenant placement…

Read more
rma logo
customer story
7 Jul 2023

Rocky Mountain Advisory saves time and…

Read more
Frame 151
customer story
7 Jun 2023

STYL Residential enhances fraud detection while…

Read more
compeer css
customer story
13 Dec 2022

Compeer Financial is Using Technology to…

Read more
LendFlow Case Study
customer story
8 Dec 2022

Lendflow: Embedding technology for efficient and…

Read more
stories graphic1
customer story
6 Dec 2022

Lendsmart leans on Ocrolus to accelerate…

Read more
Fresh Funding
customer story
30 May 2022

Fresh Funding is utilizing a tech-forward…

Read more
SREE Team Image
customer story
24 Aug 2021

ForwardLine Financial is on a mission…

Read more
yardline cs
customer story
9 Sep 2021

Fintech Innovator Yardline Provides Business Capital…

Read more
customer stories innovative financial platform scaled
customer story
9 Sep 2021

Innovative financial platform is key to…

Read more
deephaven hero logo
customer story
13 Sep 2021

Deephaven Mortgage brings Day 1 Certainty…

Read more
industry insights the magic of automation
customer story
13 Sep 2021

Nigel Morris Believes in the “Magic”…

Read more
customer stories streamlining operations
customer story
13 Sep 2021

Brex streamlines operations and empowers its…

Read more
Female Small Business Owner on Phone
customer story
13 Sep 2021

Reliant Funding offers exceptional, personalized service…

Read more
customer stories how kapitus accelerates
customer story
14 Sep 2021

How Kapitus accelerates loan decisioning

Read more
Female Business Owner in Kiva Program
customer story
14 Sep 2021

Ocrolus Kiva Lending Program

Read more
ebook featured image lenders guide how to become the best small business lender ever
ebook
1 Dec 2023

How to become the best small…

Read more
ebook featured Image benefits of intelligent document automation for the entire mortgage lending team
ebook
27 Sep 2023

Benefits of intelligent document automation for…

Read more
ebook featured Image how to harness your technology to maximize efficiency & mitigate risk copy
ebook
28 Jun 2023

How to harness your technology to…

Read more
Spot Fraud on W2s
ebook
18 May 2023

How to Spot Fraud on Bank…

Read more
ebook featured building a trusted and efficient automated mortgage workflow
ebook
14 Jun 2022

Building a Trusted and Efficient Automated…

Read more
featured 5 steps to becoming the ultimate mortgage lender
whitepaper
28 Aug 2024

5 steps to becoming the ultimate…

Read more
featured 5 signs of file tampering that will affect your bottom line
whitepaper
29 Jul 2024

5 signs of file tampering that…

Read more
featured 5 ways to ensure accuracy in mortgage loan processing
whitepaper
26 Jun 2024

5 ways to ensure accuracy in…

Read more
featured 5 ways ai is changing financial services
whitepaper
29 May 2024

5 ways AI is changing financial…

Read more
featured small business lending 5 step guide for simplifying ISO application intake
whitepaper
24 Apr 2024

Simplifying ISO application intake in small…

Read more
featured 6 steps to streamline mortgage underwriting with document automation
whitepaper
11 Mar 2024

6 steps to streamline mortgage underwriting…

Read more
featured 5 ways cash flow data helps SMB lenders make better financial decisions
whitepaper
29 Feb 2024

5 ways cash flow data helps…

Read more
featured 5 tips to get the most out of your mortgage technology stack copy
whitepaper
24 Jan 2024

5 tips to get the most…

Read more
Featured Image Adopting AI in lending 6 questions to maximize ROI with document automation
whitepaper
21 Dec 2023

Adopting AI in lending: 6 questions…

Read more
Featured Image How to become an AI empowered underwriter
whitepaper
29 Nov 2023

How to become an AI-empowered underwriter

Read more
Calculating non traditional income 4 considerations for lenders featured image
whitepaper
31 Oct 2023

8 benefits of a strong fintech…

Read more
Calculating non traditional income 4 considerations for lenders 1
whitepaper
28 Sep 2023

4 considerations for calculating non-traditional income

Read more
Featured Image 5 tips for leveraging mortgage lending technology and preparing to scale with the market
whitepaper
28 Aug 2023

5 tips for leveraging mortgage lending…

Read more
Featured Image Bridging the digital gap in the banking industry copy
whitepaper
31 Jul 2023

Bridging the digital gap in the…

Read more
Featured How to address the 6 most common types of fraud in loan applications
whitepaper
7 Jul 2023

How to address the 6 most…

Read more
BlogPost for White paper
whitepaper
24 May 2023

5 steps to bring your lending…

Read more
Bridging the gap Post
whitepaper
25 Apr 2023

Bridging the AI gap in lending

Read more
featured n loans income calculations (1)
video
21 Apr 2025

Interview: Neighborhood Loans and Ocrolus on…

Read more
featured pp april 25 simplify financial data collection with widget
video
17 Apr 2025

Ocrolus Widget demo: Seamless document collection…

Read more
featured amfed inspect
video
17 Apr 2025

How American Federal eliminates document discrepancies…

Read more
featured lendr video thumbnail
video
16 Apr 2025

How Lendr speeds up lending using…

Read more
featured n loans income calculations
video
4 Apr 2025

How Neighborhood Loans simplifies income analysis…

Read more
featured pp march 25 bank statement income calculator
video
27 Mar 2025

Inside the new Ocrolus bank statement…

Read more
featured pp feb 25 what to expect with inspect
video
3 Mar 2025

Inspect demo: Automating loan processing &…

Read more
featured ls simplifying underwriting with a docs digital approach
video
27 Feb 2025

Simplifying loan underwriting: The power of…

Read more
featured pp jan 25 docs to digital matching and post funding analytics
video
3 Feb 2025

Automated transaction matching with digital and…

Read more
featured pp borrower income summary and analysis
video
18 Dec 2024

Streamline mortgage income calculations with Ocrolus

Read more
featured ls flipping the funnel
video
12 Dec 2024

Flipping the funnel: Cash flow-first SMB…

Read more
featured pp uncover signals for forensic analysis
video
21 Nov 2024

Watch: Simplify the lending process with…

Read more
featured ls preparing for the rebound (1)
video
25 Oct 2024

The future of mortgage underwriting: How…

Read more
featured pp detect deep dive
video
18 Oct 2024

Fraud detection in lending: Learn how…

Read more
featured pp cash flow analytics deep dive
video
19 Sep 2024

Cash Flow Analytics deep-dive: 3 features…

Read more
featured driving change in financial services with aI
video
27 Aug 2024

Driving change in financial services with…

Read more
featured ocrolus iso application workflow for small business lenders
video
24 Jul 2024

Ocrolus ISO application workflow for small…

Read more
featured efficiently scale your mortgage lending business with ocrolus
video
26 Jun 2024

Efficiently scale your mortgage lending business…

Read more
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.