Faster decisions start with better data : Uncovering friction in small business funding

Hidden friction in small business funding slows decisions, creates rework and leaves qualified deals unfunded. Inconsistent files, repeated requests and fragile trust cost time for lenders, brokers and borrowers alike.

In this on-demand Live Session, David Snitkof and Anneika “Nike” Patterson explore where friction most often enters small business funding workflows and how digitized intake and standardized cash flow analytics help teams move faster. By producing verified, underwriting-ready data from the start, modern workflows reduce back-and-forth, protect deal integrity and help funders say yes to more qualified deals without adding headcount.

Key takeaways

• Hidden friction slows funding, weakens trust and costs qualified deals
• Digitized intake and standardized cash flow data reduce rework and speed decisions
• Verified, underwriting-ready data helps funders say yes faster without adding headcount

Ready to modernize asset review?

Learn how Ocrolus helps streamline small business funding.

Speaker

David Snitkof

General Manager, SMB, Ocrolus

Co-speaker

Anneika “Nike” Patterson

Director of Product, SMB, Ocrolus

Moderator

Rana Akkaya-Meier

Director of Brand and Content Marketing, Ocrolus