Ocrolus Reshapes Its Strategy with Dedicated Units for Mortgage and SMB Lending

AI-powered data platform Ocrolus is sharpening its focus on two of its most critical markets—Mortgage lending and Small Business (SMB) funding—by launching specialized business units for each. The move aims to accelerate innovation, execution, and customer impact across its fastest-growing and most lucrative verticals.

To lead the charge, the company has appointed mortgage tech veteran Nadia Aziz as General Manager of Mortgage and promoted longtime Ocrolus leader David Snitkof to General Manager of SMB. These vertical-specific units reflect Ocrolus’ maturing growth strategy: using AI to build tailored solutions that improve accuracy, speed, and decision-making across credit underwriting workflows.

Mortgage Lending Goes Modular with AI at the Core

Mortgage is Ocrolus’ fastest-growing segment—no surprise given the firm has been onboarding over one new mortgage customer per week for 18 months, now serving more than 130 lenders, including CrossCountry Mortgage, NewRez, Better, and Veterans United.

Now under the leadership of Nadia Aziz, formerly of Roostify and Opendoor, the new Mortgage Business Unit aims to make Ocrolus the “intelligence layer” of the mortgage process—automating data verification, income calculation, and loan evaluation with AI. Aziz is no stranger to scale: at Optimal Blue, she oversaw 25% revenue CAGR and helped engineer a landmark M&A deal in the mortgage tech space.

“The future of mortgage lending is now,” said Aziz. “Ocrolus has laid a strong foundation, and we’re ready to empower lenders, elevate the borrower experience, and redefine modern lending.”

SMB Lending Still Leads, Powered by Proprietary Data and Fintech Muscle

While mortgage is heating up, SMB remains Ocrolus’ largest business, processing nearly 500,000 applications per month for clients like PayPal, Enova, Square, and Kapitus.

With David Snitkof stepping in as GM, the newly formalized SMB unit will focus on deepening analytics capabilities, leveraging the company’s massive proprietary dataset to fuel smarter underwriting and cash flow-based lending. Snitkof, a fintech veteran and former co-founder of Orchard Platform, helped shape Ocrolus’ current SMB strategy and is now doubling down on data-informed decisioning.

“The precision of our cash flow analytics is our biggest differentiator,” said Snitkof. “Creating a standalone SMB unit lets us sharpen our focus and unlock new ways to serve lenders who fund America’s backbone: small businesses.”

Why This Move Matters

Ocrolus isn’t just shuffling titles. It’s carving out dedicated lanes to deliver verticalized AI solutions in an increasingly competitive lending tech market. With ongoing economic uncertainty, automation, risk assessment, and workflow optimization are top priorities for lenders. Ocrolus’ new structure positions it to serve those needs more efficiently, especially in two sectors where speed, compliance, and data integrity are mission-critical.

This reorg also puts Ocrolus on a more aggressive footing against rivals in the mortgage and SMB analytics space—especially as more incumbents move to modernize legacy infrastructure with AI and automation.

“This isn’t just about internal org charts,” said CEO and Co-founder Sam Bobley. “We’re doubling down on solving vertical-specific problems at scale—with Nadia and David leading the way.”

With AI-native solutions increasingly defining fintech’s next chapter, Ocrolus' vertical strategy offers a template for how data-driven firms can evolve beyond generalist platforms to purpose-built intelligence engines for core industries.

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