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

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featured how ocrolus streamlines top of funnel smb lending workflows
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29 Feb 2024

How mortgage lenders can save valuable…

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

5 ways cash flow data helps…

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featured Q1 small business cash flow trends
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22 Feb 2024

Q1 Small business cash flow trends:…

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featured how ocrolus streamlines top of funnel smb lending workflows
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15 Feb 2024

Unlocking efficiency: How Ocrolus streamlines top-of-funnel…

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featured why flexibility matters in document automation technology
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8 Feb 2024

Why flexibility matters in document automation…

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featured revolutionizing data integrity ocrolus’ approach to redefining document analysis
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1 Feb 2024

Revolutionizing data integrity: Ocrolus’ approach to…

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

Become an AI-Empowered Underwriter with Ocrolus’s…

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featured understanding and applying the detect authenticity score
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25 Jan 2024

Understanding and applying the Detect Authenticity…

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

How Ocrolus boosts efficiency with automated…

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featured live demo ocrolus for small business lending
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18 Jan 2024

Live Demo – Ocrolus for Small…

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featured why up to the minute data is crucial for cash flow analysis
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18 Jan 2024

Why up-to-the-minute data is crucial for…

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featured how ai helps property managers adopt an automation first approach
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11 Jan 2024

How AI helps property managers adopt…

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featured why consistency and integration are must haves across mortgage lending technologies
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4 Jan 2024

Why consistency and integration are must-haves…

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featured year in review looking ahead
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28 Dec 2023

Year in review and looking ahead:…

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featured how ocrolus streamlines top of funnel smb lending workflows
post
29 Feb 2024

How mortgage lenders can save valuable…

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featured Q1 small business cash flow trends
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22 Feb 2024

Q1 Small business cash flow trends:…

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featured how ocrolus streamlines top of funnel smb lending workflows
post
15 Feb 2024

Unlocking efficiency: How Ocrolus streamlines top-of-funnel…

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featured why flexibility matters in document automation technology
post
8 Feb 2024

Why flexibility matters in document automation…

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featured revolutionizing data integrity ocrolus’ approach to redefining document analysis
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1 Feb 2024

Revolutionizing data integrity: Ocrolus’ approach to…

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featured understanding and applying the detect authenticity score
post
25 Jan 2024

Understanding and applying the Detect Authenticity…

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featured why up to the minute data is crucial for cash flow analysis
post
18 Jan 2024

Why up-to-the-minute data is crucial for…

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featured how ai helps property managers adopt an automation first approach
post
11 Jan 2024

How AI helps property managers adopt…

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featured why consistency and integration are must haves across mortgage lending technologies
post
4 Jan 2024

Why consistency and integration are must-haves…

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featured year in review looking ahead
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28 Dec 2023

Year in review and looking ahead:…

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featured how cash flow data can help lenders increase approvals and reduce costs
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21 Dec 2023

How cash flow data can help…

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featured detecting fraud in auto lending with automation copy
post
14 Dec 2023

Detecting fraud in auto lending with…

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featured How ocrolus’ detect uncovers fraud and mitigates losses
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7 Dec 2023

How Ocrolus’ Detect uncovers fraud and…

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featured 6 characteristics of advanced small business lenders
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30 Nov 2023

6 characteristics of advanced small business…

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featured how property managers can detect application fraud earlier
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23 Nov 2023

How property managers can detect application…

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customer story
19 Dec 2023

Ziprent achieves an automated tenant placement…

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customer story
7 Jul 2023

Rocky Mountain Advisory saves time and…

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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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customer story
24 Aug 2021

ForwardLine Financial is on a mission…

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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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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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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
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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
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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 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
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21 Dec 2023

Adopting AI in lending: 6 questions…

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

How to become an AI-empowered underwriter

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31 Oct 2023

8 benefits of a strong fintech…

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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
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28 Aug 2023

5 tips for leveraging mortgage lending…

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

How to address the 6 most…

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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 how to become an ai empowered underwriter
video
30 Jan 2024

Become an AI-Empowered Underwriter with Ocrolus’s…

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

How Ocrolus boosts efficiency with automated…

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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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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
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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
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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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How Ocrolus bridges the gap in AI technology April
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15 Jun 2023

How Ocrolus bridges the gap in…

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What to look for in lending AI technology April
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15 Jun 2023

What to look for in lending…

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2020 new scaled
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21 Dec 2022

Money 20/20 2022: David Snitkof, VP…

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Detect fraud with ocrolus
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6 Oct 2022

Detect Fraud with Ocrolus: Identify File…

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industry insights the magic of automation
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17 Sep 2021

Investor Insights: Nigel Morris, Co-founder of…

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investor insights how automation helps
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17 Sep 2021

Industry Insights: How Automation Helps Humans…

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