Forging connections and lending innovations: Ocrolus March event recap

Team Ocrolus had a full month of events in March, with Fintech Meetup, ICE Experience and the Funders Forum + Brokers Expo. Each conference offered a unique opportunity – whether to reconnect with longtime partners, forge new relationships or pick up some key industry insights.

Across all three events, a consistent theme emerged: lenders are focused on streamlining underwriting processes to stay competitive. Forward-thinking lenders recognize that automating manual, error-prone underwriting tasks is no longer a nice-to-have luxury, but rather is a necessity for organizations to keep their operating with a competitive edge in an evolving lending ecosystem.

Bringing mortgage innovation to the forefront at ICE Experience

Team Ocrolus was thrilled to return to ICE Experience, the premier event for mortgage industry leaders, lenders and solution providers.

ICE Experience truly captures the pulse of the lending ecosystem and year after year demonstrates the power of personal connections. Once again, this year’s event offered plenty of opportunities to get a first-hand look at cutting-edge technology, make new connections and glean valuable insights from across the mortgage landscape.

From underwriting to compliance, mortgage lenders continue to search for ways to eliminate manual tasks and accelerate loan processing. Many who stopped by the Ocrolus booth shared ideas via our product feedback board, highlighting the need for faster verification workflows, a smoother borrower experience and better risk mitigation tools. We’re excited to incorporate this feedback as we further enhance our AI-powered mortgage automation capabilities.

In addition to impactful discussions, ICE Experience featured numerous networking opportunities—from hallway conversations to coffee meetups and evening events, including the 4th Annual Supercar Experience hosted by LenderToolkit, which Ocrolus proudly sponsored. As it turns out, a racetrack is a pretty great setting to talk about the future of mortgage tech!

We came away from ICE Experience 2025 more energized than ever—ready to drive the mortgage industry forward in the coming year.

Continuous innovation and active collaboration at Fintech Meetup

At Fintech Meetup, the role of AI in modern lending took center stage. The event gathered financial technology providers, lenders and fintech innovators to explore the future of the industry.

Ocrolus focused on strengthening partnerships and uncovering new opportunities to collaborate. Conversations centered around evolving business needs and how AI-powered data and analytics can help funders scale smarter and faster.

We also had a blast hosting the first annual Dink n Deal Pickleball Tournament, which brought together friends and partners for some healthy competition and fun outside of the expo floor. Events like these help deepen connections and build trust beyond the typical business setting.

As the fintech landscape broadens and more financial services tools come to market, we will continue to focus on delivering the best-in-class document automation and data verification solutions that funders need. Fintech Meetup reinforced the importance of continuous innovation and active collaboration to drive more efficient underwriting and fuel inclusive lending across the industry.

Powering growth with automation at Funders Forum + Brokers Expo

Ocrolus attended the Funders Forum + Brokers Expo, where our CEO Sam Bobley joined a panel discussion titled, Scaling faster with automation: How top funders are innovating to close more deals.

Sam was joined by a strong lineup of industry leaders: Dragin President and CEO Mark Ross, United First COO and CISO Boris Shakhmuro, Vox Funding President Louis Calderone, FinTap Director of Business Development Avraham Sharaby and AI Swift Broker CEO and Founder Jack Diamond.

The panel dove into how automation is helping funders close deals more quickly, optimize resources and reduce operational costs. Sam shared how Ocrolus enables lenders to harness AI-powered data and analytics to power smarter decisions and drive sustainable, profitable growth.

If you missed us at any of these events and want to learn how Ocrolus can support your automation journey, book a demo today!

Key takeaways

• ICE Experience spotlighted the power of personal connections and underscored the mortgage industry’s demand for tech-enabled efficiency.
• Fintech Meetup reinforced the importance of AI and collaborative innovation in modern lending workflows.
• The Funders Forum + Brokers Expo showcased how automation is enabling faster deal closures and smarter resource allocation.
• Across all events, lenders expressed the need for faster verification, fewer manual tasks and better borrower experiences.
• Ocrolus continues to lead the way with AI-powered solutions that support smarter, more scalable lending.