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

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featured shifting from reactive to proactive in document fraud prevention
post
20 Jun 2024

Shifting from reactive to proactive in…

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featured taktile and ocrolus partner to unlock real time underwriting for small business lenders
post
11 Jun 2024

Taktile and Ocrolus partner to unlock…

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featured reducing fraud losses and unnecessary evictions with ai driven multifamily automation solutions
post
6 Jun 2024

Reducing fraud losses and unnecessary evictions…

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featured ocrolus webinar the future of ai in risk management
video
4 Jun 2024

What’s Next for AI in Risk…

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featured debunking common ai myths in financial services
post
30 May 2024

Debunking common AI myths in financial…

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featured make confident small business lending decisions with cash flow analysis
video
30 May 2024

Make confident small business lending decisions…

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

5 ways AI is changing financial…

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featured small business Q1 cash flow trends
post
23 May 2024

Small business resilience: Insights from our…

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featured how ai driven document automation stops fraud in its tracks
post
17 May 2024

How to stop fraud in its…

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fora logo hero section
customer story
10 May 2024

Fora Financial introduces AI-driven document automation…

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featured ocrolus vs manual human review
post
9 May 2024

Ocrolus vs human review: The benefits…

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featured Q1 cash flow trends expanding access to capital through ai
post
2 May 2024

Small Business Week: Expanding access to…

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featured shifting from reactive to proactive in document fraud prevention
post
20 Jun 2024

Shifting from reactive to proactive in…

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featured taktile and ocrolus partner to unlock real time underwriting for small business lenders
post
11 Jun 2024

Taktile and Ocrolus partner to unlock…

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featured reducing fraud losses and unnecessary evictions with ai driven multifamily automation solutions
post
6 Jun 2024

Reducing fraud losses and unnecessary evictions…

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featured debunking common ai myths in financial services
post
30 May 2024

Debunking common AI myths in financial…

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featured small business Q1 cash flow trends
post
23 May 2024

Small business resilience: Insights from our…

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featured how ai driven document automation stops fraud in its tracks
post
17 May 2024

How to stop fraud in its…

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featured ocrolus vs manual human review
post
9 May 2024

Ocrolus vs human review: The benefits…

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featured Q1 cash flow trends expanding access to capital through ai
post
2 May 2024

Small Business Week: Expanding access to…

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featured extending automated calculation and validation to new income profiles
post
25 Apr 2024

Extending automated calculation and validation to…

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featured ai empowered underwriter certification
post
18 Apr 2024

Introducing Ocrolus’ AI-Empowered Underwriter Certification: Embracing…

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featured how automated document capture and classification simplifies iso app processing
post
11 Apr 2024

How automated document capture and classification…

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featured small business cash flow solar eclipse edition
post
8 Apr 2024

Solar Eclipse 2024 – Shining a…

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fora logo hero section
customer story
10 May 2024

Fora Financial introduces AI-driven document automation…

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Lendr logo
customer story
26 Apr 2024

Lendr provides faster access to capital…

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beacon logo
customer story
10 Apr 2024

Beacon Funding Corporation enhances decision-making and…

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ziprent logo
customer story
19 Dec 2023

Ziprent achieves an automated tenant placement…

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rma logo
customer story
7 Jul 2023

Rocky Mountain Advisory saves time and…

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Frame 151
customer story
7 Jun 2023

STYL Residential enhances fraud detection while…

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customer story
13 Dec 2022

Compeer Financial is Using Technology to…

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LendFlow Case Study
customer story
8 Dec 2022

Lendflow: Embedding technology for efficient and…

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customer story
6 Dec 2022

Lendsmart leans on Ocrolus to accelerate…

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Fresh Funding
customer story
30 May 2022

Fresh Funding is utilizing a tech-forward…

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SREE Team Image
customer story
24 Aug 2021

ForwardLine Financial is on a mission…

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yardline cs
customer story
9 Sep 2021

Fintech Innovator Yardline Provides Business Capital…

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customer stories innovative financial platform scaled
customer story
9 Sep 2021

Innovative financial platform is key to…

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deephaven hero logo
customer story
13 Sep 2021

Deephaven Mortgage brings Day 1 Certainty…

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industry insights the magic of automation
customer story
13 Sep 2021

Nigel Morris Believes in the “Magic”…

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customer stories streamlining operations
customer story
13 Sep 2021

Brex streamlines operations and empowers its…

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Female Small Business Owner on Phone
customer story
13 Sep 2021

Reliant Funding offers exceptional, personalized service…

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customer stories how kapitus accelerates
customer story
14 Sep 2021

How Kapitus accelerates loan decisioning

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Female Business Owner in Kiva Program
customer story
14 Sep 2021

Ocrolus Kiva Lending Program

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

How to become the best small…

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

Benefits of intelligent document automation for…

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

How to harness your technology to…

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Spot Fraud on W2s
ebook
18 May 2023

How to Spot Fraud on Bank…

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ebook
14 Jun 2022

Building a Trusted and Efficient Automated…

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

5 ways AI is changing financial…

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social small business lending 5 step guide for simplifying ISO application intake
whitepaper
24 Apr 2024

Simplifying ISO application intake in small…

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

6 steps to streamline mortgage underwriting…

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

5 ways cash flow data helps…

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

5 tips to get the most…

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

Adopting AI in lending: 6 questions…

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

How to become an AI-empowered underwriter

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

8 benefits of a strong fintech…

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

4 considerations for calculating non-traditional income

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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…

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

Bridging the digital gap in the…

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

How to address the 6 most…

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BlogPost for White paper
whitepaper
24 May 2023

5 steps to bring your lending…

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Bridging the gap Post
whitepaper
25 Apr 2023

Bridging the AI gap in lending

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featured ocrolus webinar the future of ai in risk management
video
4 Jun 2024

What’s Next for AI in Risk…

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featured make confident small business lending decisions with cash flow analysis
video
30 May 2024

Make confident small business lending decisions…

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featured how to get the most out of your mortgage technology stack
video
8 Apr 2024

How to get the most out…

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featured how to become an ai empowered underwriter
video
30 Jan 2024

How to become an AI-empowered underwriter

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featured how ocrolus enhances lender risk assessment and boosts efficiency
video
22 Jan 2024

How Ocrolus enhances lender risk assessment…

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featured live demo ocrolus for small business lending
video
18 Jan 2024

Live Demo – Ocrolus for Small…

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featured image mortgage demo thumbnail
video
22 Dec 2023

Live Demo – Ocrolus for Mortgage…

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featured image finovate fall 2023
video
28 Sep 2023

Finovate Fall 2023: AI and automation…

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featured image cash flow analytics
video
7 Aug 2023

Cash Flow Analytics from Ocrolus

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video
31 Jul 2023

Ocrolus x Flinks Webinar: Filling the…

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How Ocrolus adds value to the traditional lending tech stack
video
15 Jun 2023

How Ocrolus adds value to the…

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Why lenders should invest in tech during market downturn
video
15 Jun 2023

Why lenders should invest in tech…

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