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

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featured live session recap a cash flow first approach to smb underwriting
post
19 Dec 2024

Live session recap: A cash flow-first…

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featured pp borrower income summary and analysis
video
18 Dec 2024

Streamline mortgage income calculations with Ocrolus

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featured ls flipping the funnel
video
12 Dec 2024

Flipping the funnel: Cash flow-first SMB…

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featured ensuring mortgage teams are on board with ai
post
12 Dec 2024

Managing change management: Ensuring mortgage teams…

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featured small business Q3 cash flow reports
post
5 Dec 2024

SMB insights: Exploring trends in cash…

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featured executive insights what’s in store for financial ai in 2025
post
28 Nov 2024

Executive insights: What’s in store for…

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featured how forensic analytics helps smb funders better manage risk
post
21 Nov 2024

Insights under the surface: How forensic…

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featured pp uncover signals for forensic analysis
video
21 Nov 2024

Watch: Simplify the lending process with…

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featured october event recap
post
14 Nov 2024

Preparing for growth in 2025: Ocrolus…

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featured how the best smb funders identify signals of fraud
post
7 Nov 2024

How the best SMB funders identify…

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featured taking mortgage automation to the next level with inspect
post
31 Oct 2024

Taking mortgage automation to the next…

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featured live session recap managing the change to ai driven mortgage underwriting
post
25 Oct 2024

Live session recap: Managing the change…

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featured live session recap a cash flow first approach to smb underwriting
post
19 Dec 2024

Live session recap: A cash flow-first…

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featured ensuring mortgage teams are on board with ai
post
12 Dec 2024

Managing change management: Ensuring mortgage teams…

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featured small business Q3 cash flow reports
post
5 Dec 2024

SMB insights: Exploring trends in cash…

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featured executive insights what’s in store for financial ai in 2025
post
28 Nov 2024

Executive insights: What’s in store for…

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featured how forensic analytics helps smb funders better manage risk
post
21 Nov 2024

Insights under the surface: How forensic…

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featured october event recap
post
14 Nov 2024

Preparing for growth in 2025: Ocrolus…

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featured how the best smb funders identify signals of fraud
post
7 Nov 2024

How the best SMB funders identify…

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featured taking mortgage automation to the next level with inspect
post
31 Oct 2024

Taking mortgage automation to the next…

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featured live session recap managing the change to ai driven mortgage underwriting
post
25 Oct 2024

Live session recap: Managing the change…

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featured executive insights rethinking the underwriting funnel with cash flow data
post
17 Oct 2024

Executive insights: Rethinking the underwriting funnel…

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featured september event recap
post
10 Oct 2024

Preparing for growth with AI and…

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featured a smarter approach to risk and growth
post
8 Oct 2024

Data-driven insights for small business lending:…

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home trust logo
customer story
3 Jul 2024

HomeTrust Bank transforms mortgage loan processing…

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

Building a Trusted and Efficient Automated…

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

5 steps to becoming the ultimate…

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

5 signs of file tampering that…

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

5 ways to ensure accuracy in…

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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 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 pp borrower income summary and analysis
video
18 Dec 2024

Streamline mortgage income calculations with Ocrolus

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featured ls flipping the funnel
video
12 Dec 2024

Flipping the funnel: Cash flow-first SMB…

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featured pp uncover signals for forensic analysis
video
21 Nov 2024

Watch: Simplify the lending process with…

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

The future of mortgage underwriting: How…

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featured pp detect deep dive
video
18 Oct 2024

Fraud detection in lending: Learn how…

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featured pp cash flow analytics deep dive
video
19 Sep 2024

Cash Flow Analytics deep-dive: 3 features…

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

Driving change in financial services with…

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

Ocrolus ISO application workflow for small…

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

Efficiently scale your mortgage lending business…

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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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