Ocrolus B2B Case Studies & Customer Successes

Ocrolus is a fintech infrastructure company that transforms documents into actionable data with over 99% accuracy. Powered by Artificial Intelligence and a unique, human-in-the-loop data validation process, Ocrolus plugs directly into customer workflows via API, eliminating the need for manual data work. The solution includes built-in fraud detection and analytics, enabling customers to make smarter and faster business decisions with unprecedented precision.

Case Studies

Showing 32 Ocrolus Customer Success Stories

Altbanq leverages Ocrolus’ AI-powered analytics to increase underwriter productivity and reduce fraud risk

altbanq

Steve Hauptman

Chief Revenue Officer

How Ocrolus helped American Federal cut underwriting time by 29% with AI-powered automation

American Federal Mortgage Corporation

Andrew R. McElroy

Senior Vice President

How Argyle and Ocrolus are boosting income verification coverage from 60% to 80% of borrowers

Argyle

Shmulik Fishman

Chief Executive Officer

Beacon Funding achieves 4-minute bank-statement verification and reduced fraud risk with Ocrolus

Beacon Funding

Michael Arida

Credit and Syndications Manager

BlueVine achieves $4.5B in PPP loans and funds 155,000+ small businesses with Ocrolus

BlueVine

Herman Man

Chief Product Officer

Brex achieves streamlined operations and eliminates manual data review with Ocrolus

Brex

Clare McClintock

Head of Operations

CAN Capital cuts funding time by over an hour with Ocrolus’ AI-powered data and analytics

CAN Capital

Mark Cisco

Vice President of Business Development

Capital One automates data extraction and streamlines operations with Ocrolus

Capital One

Nigel Morris

Co-Founder

Compeer Financial achieves faster mortgage processing and smoother demand management with Ocrolus

Compeer Financial

Tim Tjosaas

VP of Rural Living Solutions

Compeer Financial boosts processing capacity by 50% with Ocrolus’ AI-powered automation

Compeer Financial

Chelsea Hamilton

Manager of Consumer Credit

Cross River Bank achieves rapid PPP scale — 198K+ loans and $6.5B+ in relief with Ocrolus

Cross River

Jesse Honigberg

Technology Chief of Staff

Deephaven Mortgage achieves Day 1 Certainty and saves 2+ underwriter hours per application with Ocrolus

Deephaven Mortgage

Matt Lehnen

Chief Technology Officer

Eagle Community Credit Union cuts underwriting time by more than 65% with Ocrolus

Eagle Community Credit Union

Bob Thompson

Chief Lending Officer

Excelerate Capital cuts underwriter document review to under 30 minutes and accelerates mortgage underwriting with Ocrolus

Excelerate Capital

Patrick Sheedy

AVP & Credit Officer

Fora Financial achieves 4-hour loan decisions and 50% fewer bank verifications with Ocrolus AI-driven document automation

Fora Financial

Jesse Goldman

Vice President of Strategic Operations

ForwardLine Financial achieves 75% faster loan approvals and improved online customer experience with Ocrolus

ForwardLine Financial

Sri Kaza

Chief Executive Officer

Fresh Funding achieves rapid, fraud‑proof approvals and same‑day funding with Ocrolus

Fresh Funding

Erez Stamler

Managing Director

HomeTrust Bank achieves 8,500-hour annual savings and $90K in document-processing efficiencies with Ocrolus

HomeTrust Bank

Jessica Fitchie

Consumer Credit Manager

How Kapitus streamlines lending with Ocrolus’ AI-powered data and analytics

Kapitus

Mike Borak

Senior Vice President

Kapitus achieves automated funding and 90% of applications processed within 30 minutes with Ocrolus

Kapitus

Andy Reiser

CEO & Founder

Kiva Lending achieves expanded financial inclusion—funds 331 entrepreneurs across 31 countries with Ocrolus

Kiva Lending

Lendflow achieves faster, more accurate loan processing with Ocrolus

Lendflow

Jon Fry

Chief Executive Officer

Lendio and 75+ lender partners streamline underwriting with Ocrolus’ Cash Flow Analytics

Lendio

Philip Taliaferro

Chief Growth Officer

Lendr achieves faster access to capital and cuts bank-statement processing from hours to 12 minutes with Ocrolus' AI-driven document automation

Lendr

Nick Mates

VP of Operations & Technology

Lendsmart achieves 30% faster loan underwriting with Ocrolus

Lendsmart

AK Patel

Founder and CEO

Neighborhood Loans reaches record loan volume while maintaining turn times using Ocrolus Inspect

Neighborhood Loans

Paola Patino

Regional Processing Manager

Neighborhood Loans reduces processing time by 90% with Ocrolus AI

Neighborhood Loans

Esperanza Timothee-Lorda

Regional Processing Manager

Reliant Funding achieves faster, more accurate underwriting and fraud prevention with Ocrolus

Reliant Funding

Adam Stettner

Chief Executive Officer

Rocky Mountain Advisory achieves 80% cost savings and faster case turnaround with Ocrolus

Rocky Mountain Advisory

John Curtis

Managing Member

STYL Residential boosts fraud detection and scales operations with Ocrolus

STYL Residential

Amber Flores

Screening Manager

Yardline achieves same-day underwriting and faster funding decisions with Ocrolus

Yardline

Dennis Chin

Head of Strategic Initiatives

Ziprent achieves 80% automated tenant placement with Ocrolus AI-driven document automation

Ziprent

Arvand Sabetian

Chief Executive Officer

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