Fund with confidence. Monitor what matters. | Ocrolus Product Pulse - YouTube

Tap to unmute

[Fund with confidence. Monitor what matters. | Ocrolus Product Pulse](https://www.youtube.com/watch?v=kQiF4ny70Ng) [Ocrolus](https://www.youtube.com/channel/UCdRFBNMFqqWqXv_ZOm1Q70g)

Ocrolus751 subscribers

Most SMB lenders have a clear picture of a borrower at origination and a much blurrier one six months later. This Product Pulse closes that gap.

In 20 minutes, the Ocrolus team walks through two products that cover the full loan lifecycle — from verifying documents before you fund to monitoring portfolio health after every deal closes.

### Key takeaways

- **Docs-to-Digital** automatically reconciles PDF bank statements against digital transaction data, surfacing document tampering, altered transactions and undisclosed activity before funding.
- **Severity scoring** (High, Medium, Low) separates the mismatches that require action from the noise — so your team reviews what matters, not everything.
- **Post-Funding Analytics** tracks borrower cash flow health after funding, combining pre-funding baseline data with ongoing transactions for a continuous portfolio view.
- **Early warning signals** surface weeks before a payment is missed — giving your team time to act on renewals, risk management and collections decisions.

[Watch the replay](/content/product-pulse-portfolio-management/index.html) to see how Docs-to-Digital and Post-Funding Analytics give SMB lenders a continuous data advantage from origination through portfolio management.