List of Ocrolus Customers
Ocrolus
44 Wall St Ste 703,
New York, 10005-2445, NY,
United States
New York, 10005-2445, NY,
United States
1 646-850-9090
Professional Services
15
$2M
Since 2010, our global team of researchers has been studying Ocrolus customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ocrolus for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ocrolus for Intelligent Document Processing include: SoFi at Work, a United States based Banking and Financial Services organisation with 5000 employees and revenues of $2.68 billion, Enova International, a United States based Banking and Financial Services organisation with 1804 employees and revenues of $2.02 billion, LendingClub, a United States based Banking and Financial Services organisation with 1002 employees and revenues of $787.0 million, Compeer Financial, a United States based Banking and Financial Services organisation with 1400 employees and revenues of $477.0 million, Cross River, a United States based Banking and Financial Services organisation with 500 employees and revenues of $265.0 million and many others.
Contact us if you need a completed and verified list of companies using Ocrolus, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ocrolus customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Arc Home | Banking and Financial Services | 220 | $22M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2019 | n/a |
In 2019, Arc Home implemented Ocrolus as its Intelligent Document Processing solution to support borrower income analysis and underwriting for mortgage products. The deployment supported meticulous income assessments on over 700 prospective and active loan clients, and was applied specifically to Arc Home Non-QM product lines including 12 & 24 month Personal and Business Bank Statement Programs, 1099 self-employed borrowers, asset utilization, no-ratio loan program, foreign national loans, DSCR loans, and the Clean-Slate program.
Ocrolus was configured to automate document ingestion, structured data extraction, and business data analytics workflows consistent with Intelligent Document Processing capabilities, and Ocrolus Business Data Analytics software was used to surface transactional patterns for income calculations. The solution’s processing approach was tuned for Non-QM 12 & 24 month bank statement calculations and asset utilization logic, enabling case-level validation of usual deposit patterns and the removal of outlying transactions as part of income determination.
Operational use occurred alongside Meridian Link mortgage origination and operations programs, reflecting working knowledge of both platforms in day-to-day underwriting and loan processing. The implementation covered underwriting teams, account executives, sales assistants, mortgage brokers, and loan officers, with Ocrolus outputs feeding into underwriting workflow and mortgage origination review processes.
Governance and workflow changes included structured case-by-case review protocols, training, and guideline alignment. Arc Home personnel trained three new hires on Non-QM bank statement calculations and asset utilization programs, and team members regularly discussed Arc Home, Fannie Mae, and Non-QM guideline interpretations to ensure consistent application of underwriting rules.
The operational posture emphasized accuracy and speed, with individual case reviews to capture all relevant business revenue and to identify usual deposit behaviors, and with established turnaround windows from same-day to 48 hours to meet production goals. Ocrolus was used as the Intelligent Document Processing engine to support rapid, rules-aligned income analysis while embedding business data analytics into underwriting workflows.
|
 |
Berkman Financial | Banking and Financial Services | 50 | $6M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
In 2017, Berkman Financial implemented Ocrolus, deploying Intelligent Document Processing to operationalize document-driven underwriting and client onboarding workflows. Ocrolus was used to submit and review client bank statements and to file sensitive client and employee personally identifiable information, supporting credit review and partner agreement processing.
The implementation focused on document ingestion, automated data extraction and structured parsing of bank statements, and verification workflows consistent with Intelligent Document Processing. Configuration emphasized automated classification of submitted documents, extraction of transactional line items for soft credit pulls, and templated review queues to streamline analyst review within credit and underwriting processes.
Ocrolus was integrated with Salesforce to submit and review client bank statements, enabling a handoff between document processing and CRM-driven application review. Operational coverage included credit review and underwriting functions, finance activities that accessed business bank accounts for corporate purchases, and legal administration of ISO agreements with future business partners.
Governance centered on operational controls for handling sensitive PII and procedural rules for document submission and review, with staff assisting in desktop hardware and software support to maintain continuity. The narrative links Berkman Financial, Ocrolus, and Intelligent Document Processing to core business functions of client onboarding, credit evaluation, and partner agreement management.
|
 |
Compeer Financial | Banking and Financial Services | 1400 | $477M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2021 | n/a |
In 2021, Compeer Financial implemented Ocrolus as an Intelligent Document Processing solution to address a paperwork surge in its Rural Living Solutions business unit. Rural Living Solutions generates roughly two billion dollars in annual loan volume with about 100 employees, and the 2021 nationwide refinancing boom left loan officers with limited time for client relationship work, prompting selection of Ocrolus after evaluating nine vendors.
Ocrolus Intelligent Document Processing was configured to automate mortgage and consumer loan document intake, classification, optical character recognition, data extraction, automated validation, and exception routing. The implementation focused on standard Intelligent Document Processing capabilities to convert paper and digital submissions into structured data, enforce document completeness checks, and surface exceptions for human review, while preserving manual oversight for complex underwriting judgments.
The deployment was scoped to Rural Living Solutions mortgage origination and underwriting intake workflows, integrating Ocrolus outputs into loan officer and underwriting review processes to streamline decision support and document assembly. Operational coverage emphasized the cooperative's footprint across Illinois, Minnesota, and Wisconsin, serving 144 counties, with teams of loan officers and underwriters using Ocrolus-processed data as the primary input for application processing.
Governance centered on configuring validation rules, exception handling procedures, and reviewer escalation paths to ensure data quality and preserve relationship-focused lending practices. Ocrolus was selected to liberate loan officers from paperwork drudgery so staff could spend more time on client engagement, and rollout prioritized automation of repetitive document tasks while retaining human review for exceptions and final credit decisions.
|
 |
|
Banking and Financial Services | 500 | $265M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
|
|
|
|
Banking and Financial Services | 200 | $50M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
|
|
|
|
Banking and Financial Services | 1804 | $2.0B | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2018 | n/a |
|
|
|
|
Banking and Financial Services | 145 | $17M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2018 | n/a |
|
|
|
|
Banking and Financial Services | 100 | $12M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2019 | n/a |
|
|
|
|
Banking and Financial Services | 50 | $6M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
|
|
|
|
Banking and Financial Services | 200 | $20M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
|
Showing 1 to 10 of 17 entries
Buyer Intent: Companies Evaluating Ocrolus
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Ocrolus. Gain ongoing access to real-time prospects and uncover hidden opportunities.
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD Ocrolus Coverage
Ocrolus is a Intelligent Document Processing solution from Ocrolus.
Companies worldwide use Ocrolus, from small firms to large enterprises across 21+ industries.
Organizations such as SoFi at Work, Enova International, LendingClub, Compeer Financial and Cross River are recorded users of
Ocrolus for Intelligent Document Processing.
Companies using Ocrolus are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Ocrolus are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Ocrolus across Americas, EMEA, and APAC.
Companies using Ocrolus range from small businesses with 0-100 employees - 29.41%, to mid-sized firms with 101-1,000 employees - 47.06%, large organizations with 1,001-10,000 employees - 23.53%, and global enterprises with 10,000+ employees - 0%.
Customers of Ocrolus include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Ocrolus customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Intelligent Document Processing.