Instant insights in asset review: surfacing the signals that matter

Interest-rate pressure and tighter margins are exposing inefficiencies in asset review. In this 30-minute fireside chat, Ocrolus experts Rebecca Seward (Director of Product, Mortgage) and Anthony Macko (Senior Account Manager) show how lenders surface the few asset signals that actually move DTI and ATR so teams can cut review time, lower rework and speed clear-to-close.

Watch the replay for practical workflows, real-world examples and a blueprint for shifting underwriters from searching to decisioning with surfaced insights and human judgment working together.

Key takeaways

• Flag BNPL and recurring payments early to uncover undisclosed debt that impacts DTI and ATR.
• Identify wage garnishments that affect income stability and document them with clarity.
• Handle large deposits with clear documentation expectations to reduce conditions and back-and-forth.
• Separate high-impact signals from nice-to-know noise to lower buyback and compliance risk.
• Reprioritize underwriting workflows to reduce LOEs and clear conditions faster.

Ready to modernize asset review?

Request a demo to see where surfaced asset insights can save time and reduce risk.

Speaker

Anthony Macko

Senior Account Manager, Ocrolus

Co-speaker

Rebecca Seward

Director of Product, Mortgage, Ocrolus

Moderator

Rana Akkaya-Meier

Director of Brand and Content Marketing, Ocrolus