# Document & process intelligence tools used by Banking & Mortgages companies

usedby lists 29 Banking & Mortgages companies using 6 Document & process intelligence tools. The most used is Ocrolus: 17 of the 29 Banking & Mortgages companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-23.

## Ranking

Tools ranked by the companies of the 29 Banking & Mortgages companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Ocrolus](https://www.usedby.ai/tools/ocrolus.md) | 17 | 13 | 0 | 4 | 0 | 2026-10-18 |
| 2 | [Instabase](https://www.usedby.ai/tools/instabase.md) | 4 | 0 | 0 | 4 | 0 | 2026-10-23 |
| 3 | [Celonis](https://www.usedby.ai/tools/celonis.md) | 3 | 3 | 0 | 0 | 0 | 2026-10-19 |
| 4 | [Unstructured](https://www.usedby.ai/tools/unstructured.md) | 3 | 0 | 0 | 3 | 0 | 2026-10-06 |
| 5 | [Rossum](https://www.usedby.ai/tools/rossum.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-18 |
| 6 | [Hyperscience](https://www.usedby.ai/tools/hyperscience.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-21 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Ocrolus | [American Federal Mortgage](https://www.usedby.ai/companies/american-federal-mortgage.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/american-federal-mortgage-surfaces-insights-streamlines-conditions-ocrolus-inspect/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Banclease Acceptance](https://www.usedby.ai/companies/banclease-acceptance.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/banclease-cuts-bank-statement-review-time-by-90-percent-with-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Beacon Funding](https://www.usedby.ai/companies/beacon-funding.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/beacon-funding-blocks-monthly-fraud-with-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Eagle Community Credit Union](https://www.usedby.ai/companies/eagle-community-credit-union.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/eagle-community-credit-union-saves-time-per-mortgage-application-ai/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [GenWay Home Mortgage](https://www.usedby.ai/companies/genway-home-mortgage.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/genway-home-mortgage-catches-document-fraud-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Haventree Bank](https://www.usedby.ai/companies/haventree-bank.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/haventree-bank-cuts-bank-statement-review-time-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [JMAC Lending](https://www.usedby.ai/companies/jmac-lending.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/jmac-lending-stops-2-million-in-fraud-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Key Mortgage Services](https://www.usedby.ai/companies/key-mortgage-services.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/key-mortgage-services-reduces-document-indexing-time-with-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Legacy Mutual Mortgage](https://www.usedby.ai/companies/legacy-mutual-mortgage.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/legacy-mutual-mortgage-standardizes-income-analysis-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Marine Credit Union](https://www.usedby.ai/companies/marine-credit-union.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/marine-credit-union-modernizes-mortgage-workflows-with-ocrolus-ai/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Providence Capital Funding](https://www.usedby.ai/companies/providence-capital-funding.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/providence-capital-funding-strengthens-fraud-detection-with-ocrolus-detect/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [TAB Bank](https://www.usedby.ai/companies/tab-bank.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/tab-bank-reduces-bank-statement-review-from-30-minutes-to-seconds-with-ocrolus/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [Volo Loans](https://www.usedby.ai/companies/volo-loans.md) | Confirmed | [ocrolus.com](https://www.ocrolus.com/customer-stories/volo-loans-cuts-income-document-review-time-with-ocrolus-ai/), captured 2026-10-07 | 2026-10-18 |
| Ocrolus | [CrossCountry Mortgage](https://www.usedby.ai/companies/crosscountry-mortgage.md) | Observed | [ocrolus.com](https://www.ocrolus.com/customer-stories/), captured 2026-10-07 | 2026-10-07 |
| Ocrolus | [Happen Bank](https://www.usedby.ai/companies/happen-bank.md) | Observed | [ocrolus.com](https://www.ocrolus.com/), captured 2026-10-18 | 2026-10-18 |
| Ocrolus | [UnionHome](https://www.usedby.ai/companies/unionhome.md) | Observed | [ocrolus.com](https://www.ocrolus.com/customer-stories/), captured 2026-10-18 | 2026-10-18 |
| Ocrolus | [Better](https://www.usedby.ai/companies/better.md) | Observed | [ocrolus.com](https://www.ocrolus.com/customer-stories/), captured 2026-10-18 | 2026-10-18 |
| Instabase | [İşbank](https://www.usedby.ai/companies/isbank.md) | Observed | [instabase.com](https://www.instabase.com/customer), captured 2026-10-23 | 2026-10-23 |
| Instabase | [NatWest](https://www.usedby.ai/companies/natwest.md) | Observed | [instabase.com](https://www.instabase.com/customer), captured 2026-10-23 | 2026-10-23 |
| Instabase | [Rocket Mortgage](https://www.usedby.ai/companies/rocket-mortgage.md) | Observed | [instabase.com](https://www.instabase.com/customer), captured 2026-10-23 | 2026-10-23 |
| Instabase | [VR Smart Finanz](https://www.usedby.ai/companies/vr-smart-finanz.md) | Observed | [instabase.com](https://www.instabase.com/), captured 2026-10-23 | 2026-10-23 |
| Celonis | [Deutsche Bank](https://www.usedby.ai/companies/deutsche-bank.md) | Confirmed | [celonis.com](https://www.celonis.com/solutions/stories/deutsche-bank-customer-onboarding), captured 2026-10-08 | 2026-10-08 |
| Celonis | [Standard Bank](https://www.usedby.ai/companies/standard-bank.md) | Confirmed | [celonis.com](https://www.celonis.com/solutions/stories/standard-bank), captured 2026-10-08 | 2026-10-08 |
| Celonis | [Wells Fargo](https://www.usedby.ai/companies/wells-fargo.md) | Confirmed | [celonis.com](https://www.celonis.com/solutions/stories/wells-fargo-customer-service-process-mining), captured 2026-10-19 | 2026-10-19 |
| Unstructured | [JPMorgan Chase](https://www.usedby.ai/companies/jpmorgan-chase.md) | Observed | [unstructured.io](https://unstructured.io/), captured 2026-10-06 | 2026-10-06 |
| Unstructured | [Bank of America](https://www.usedby.ai/companies/bank-of-america.md) | Observed | [unstructured.io](https://unstructured.io/), captured 2026-10-06 | 2026-10-06 |
| Unstructured | [Citi](https://www.usedby.ai/companies/citi.md) | Observed | [unstructured.io](https://unstructured.io/), captured 2026-10-06 | 2026-10-06 |
| Rossum | [Master Trust](https://www.usedby.ai/companies/master-trust.md) | Confirmed | [rossum.ai](https://rossum.ai/customer-stories/master-trust-bank-of-japan/), captured 2026-10-08 | 2026-10-18 |
| Hyperscience | [Cornèr Banca](https://www.usedby.ai/companies/corner-banca.md) | Observed | [hyperscience.ai](https://www.hyperscience.ai/customer-stories/), captured 2026-10-21 | 2026-10-21 |

## Method

Public customer lines of active Document & process intelligence tools at companies classified in Banking & Mortgages. No software vendor had to be left out. Company mix by strongest proof: 17 confirmed, 0 declared, 12 observed and 0 signals.

## Questions

### Which Document & process intelligence tools do Banking & Mortgages companies use most?

Ocrolus leads: 17 of the 29 Banking & Mortgages companies on usedby that use Document & process intelligence tools use it. Next: Instabase (4), Celonis (3), Unstructured (3), and Rossum (1).

### How many Banking & Mortgages companies use Document & process intelligence tools?

29 Banking & Mortgages companies on usedby use at least one of 6 Document & process intelligence tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 29 companies, each counted at its strongest proof: 17 confirmed, 0 declared, 12 observed and 0 known from a job post.

### How does usedby build this ranking?

usedby counts each Banking & Mortgages company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.

Industry page: https://www.usedby.ai/companies/industry/banking-mortgages.md · Category page: https://www.usedby.ai/tools/category/document-process-intelligence.md

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Source: https://www.usedby.ai/companies/industry/banking-mortgages/document-process-intelligence · How we check: https://www.usedby.ai/methodology