The use case: how Pinnacle Bank deploys Ocrolus
Pinnacle Bank uses Ocrolus inside Encompass to automatically classify and label borrower documents in the eFolder and to calculate qualifying income once at pre-approval, so loan officers, processors and underwriters work from the same figure. It is also starting to roll out Inspect to compare borrower documents against the 1003 and flag discrepancies.
More reported results
Figures published in Ocrolus’s case study. They are not independently measured by usedby.
30 minutes saved per file: less document cleanup for processors and underwriters
In the customer’s words
At every opportunity that I dealt with somebody from Ocrolus, they’ve exceeded expectations right from the beginning throughout the process. Each person that we’ve come in contact with is an expert in the field and knows what they’re talking about.Other companies using Ocrolus
Customers across industries, with public evidence.
American Federal MortgageConfirmed
ArgyleConfirmed
Banclease AcceptanceConfirmed
Beacon FundingConfirmed
Eagle Community Credit UnionConfirmed
Expansion Capital GroupConfirmedGo straight to the source
Based on Ocrolus’s published case study. We check the public evidence; the results are reported by the vendor.
ocrolus.com- Source published
- Oct 29, 2026
- Last checked
- Oct 30, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 30 minutesChecked
Printed word for word on the page, near the name of Pinnacle Bank.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Pinnacle Bank.
- The numbers in our summaryChecked
Each one is printed on the page.
- The publication dateChecked
Read from the page’s own metadata, never guessed.
- Pinnacle Bank uses OcrolusChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Self-employed borrowers with net cash flow from rentals, those are significant time lifts for us in those files; we’re spending hours and hours to calculate. Now we’re able to cut that down to 30 minutes at the most,” Ostdiek said.