--- title: 'Mortgage Forward Deployed Engineer at Ocrolus Inc.' canonical: 'https://feeny.ai/job/mortgage-forward-deployed-engineer-ocrolus-inc-united-states-b4s4ffp0rs50' type: 'job' last_seen: '2026-10-29' --- # Mortgage Forward Deployed Engineer at Ocrolus Inc. - **Company:** Ocrolus Inc. - **Location:** United States - **Work type:** remote - **Posted:** 2026-10-16 - **Last confirmed live:** 2026-10-29 - **Apply:** https://job-boards.greenhouse.io/ocrolusinc/jobs/6226422004 ## Job description Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We’re looking for a Mortgage Forward-Deployed Engineer (Encompass) to join our team and be the bridge between our product and our customers. This is not your standard engineering role, you’ll be out in the field, working directly with clients, writing production code, and helping them reimagine how they run their business with our platform.  You will be working directly with our Account Management team, implementation team and onboarding team.  This role reports to the VP of Account Management. As an FDE, you’ll wear different hats: engineer, architect, and trusted advisor. One day you might be prototyping a custom integration; the next, you’re running a proof-of-value with a C-suite exec; the next, you’re feeding back product insights that shape the roadmap. If you like variety, ownership, and making real-world impact, you’ll love this role. This role will report to our Lead Forward-Deployed Engineer and be a part of the Account Management team. What you'll do: - Act as a technical expert and trusted advisor during the post-sales process, embed with customer teams to understand their workflows and demonstrate how Ocrolus’ technology improves efficiency in mortgage origination. - Review and consult on technical solutions, APIs, microservices, data pipelines, and integrations that solve real business problems. - Build and support technical solutions and integrations for mortgage clients using Ocrolus, Encompass, and other POS/LOS mortgage platforms. - Run proof-of-concepts and proof-of-value engagements that demonstrate ROI fast. - Troubleshoot gnarly technical issues in live environments and get things back on track. - Partner with the Account Management and Product teams to deliver value, and influence the roadmap. - Travel occasionally (~30–50%) to customer sites and industry events Who we're looking for: (Skill Sets and Qualifications) - 3+ years of experience in software engineering, solutions engineering, or technical consulting. - 3+ years of a background in mortgage, or lending workflows. - Strong understanding and experience with Encompass - Strong consultative sales/account management approach—able to map technology to business challenges and drive change management conversations. - Excellent communication and presentation skills, with experience engaging senior mortgage executives. - Backend: Python; APIs; Encompass Developer Connect; SQL. - Frontend: React/TypeScript; JavaScript with ICE Secure Scripting Framework (SSF) for Encompass custom form and workflow logic. - Supporting: Familiarity with mortgage LOS/POS platforms (Encompass, Blend, SimpleNexus, Floify); Git; cloud basics (AWS/Azure). - Thrive in fast-paced, ambiguous environments where you figure it out and get it done. Nice to Have: - Experience with SaaS integrations or loan origination systems. - Additional mortgage LOS/POS experience - Exposure to AI/ML or generative AI. ## Why You’ll Love It Here - You’ll have ownership from day one, our FDEs lead projects end-to-end. - You’ll work directly with customers and see the immediate impact of what you build. - You’ll shape the product by bringing the voice of the customer straight to engineering. - You’ll work directly with a team focused on creating an excellent client experience - You’ll have fun working with a highly proactive, collaborative team Note: The full-time salary range for this role is between $150,000 - $170,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together. ## About Ocrolus Inc. ## Company Overview - **One-liner**: Ocrolus is an AI-powered workflow and analytics platform that automates financial document analysis and underwriting for lenders. - **Entity Type**: Private (Series C / Unattributed VC; last round $10.5M in February 2023) - **Headquarters**: New York, New York, United States (101 Greenwich Street, Floor 11A) - **Founded**: 2014 - **Founders**: Peter Bobley (Co-founder) – other co-founders not publicly named ## Core Business - **Primary Industry**: Financial Services – AI-powered lending automation (mortgage, SMB, consumer lending, auto finance, legal, tax, tenant screening) - **Target Customers**: B2B – banks, credit unions, fintech lenders, mortgage originators (enterprise and mid-market) - **Mission/Purpose**: Transform financial decision-making through intelligent automation, expanding access to credit by making underwriting faster and more accurate. ## Products & Services - **Ocrolus Platform (API & Dashboard)**: A SaaS platform that classifies documents, extracts key data, detects fraud, and delivers cash flow and income analysis. Supports regulatory-grade data capture with reported >99% accuracy. - **Classify**: A machine learning tool for sorting and categorizing financial documents. - **Vertical Solutions**: Tailored workflows for mortgage, SMB funding, consumer lending, auto finance, legal, Medicaid, tax, and tenant screening. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed; Forbes named Ocrolus a “Next Billion-Dollar Startup” (source: company page). - **Key Metric – Total Funding**: Conflicting reports – $137.91M (CB Insights) vs. $140.7M (LinkedIn). Both cite rounds including Series C ($80M in September 2021), $10.5M venture round (February 2023), and earlier seed/convertible notes. - **Annual Revenue**: $8.5M (LinkedIn estimate, likely as of 2025). - **Notable Customers**: PayPal, Brex, SoFi, Blend, Plaid (source: Greenhouse careers page). - **Notable Investors**: Bullpen Capital, QED Investors, Fin Capital, Laconia Capital Group, RiverPark Ventures (and 40+ others; CB Insights lists 44+ investors). - **Growth Signals**: Analyzing 750k credit applications per month; 3,700+ active user accounts; employee count of 468 (LinkedIn) with monthly headcount growth of +2.3%; operates in 5 countries (US, India, Canada, UK, Ireland). ## Competitive Advantages - **Regulatory-grade accuracy**: Human-in-the-loop document automation delivers >99% accuracy, replacing legacy OCR (75-80% accuracy). - **Unique data advantage**: AI models trained on millions of financial documents for cash flow and income-based underwriting. - **Deep integrations**: Works with major Loan Origination Systems (LOS) and fintech infrastructure providers. - **Fraud detection and compliance**: Built-in fraud detection and data manipulation identification. ## Strategic Focus - **Expand vertical solutions**: Continued push into mortgage, SMB lending, and adjacent verticals (legal, tax, tenant screening). - **AI-driven automation** Deepen vertical AI capabilities to replace manual underwriting and legacy OCR. - **Global scale**: Growing engineering and operations in India (Gurugram, Noida) while maintaining US headquarters. - **Product expansion**: Enhancing API and dashboard capabilities to handle more document types and analytics. ## Why Work Here - **Culture**: Recognized as one of NYC’s Best Places to Work; values include ECHO (Excellence, Curiosity, Humility, Ownership/Optimism/Objectivity/Urgency/Appreciation – the company lists both “ECHO” and a separate set of values; see career page). - **Remote/Hybrid**: Many roles listed as “Remote - US” or “Remote - IND”; some positions in New York, Atlanta, Austin, Chicago, etc. Strong remote-first posture for engineering. - **Growth & Impact**: High-growth startup with over $100M raised, working with top fintech names. Employees can expect ownership, autonomy, and opportunities to shape product. - **Diversity & Inclusion**: Explicit commitment to equal opportunity regardless of race, gender, age, disability, etc. - **Perks**: Competitive benefits and development opportunities; noted in Greenhouse careers page. - **Engineering Culture**: Emphasis on Python, Golang, AI/ML; Principal Engineer role for AI Transformation; large engineering base in India and US. ## Sources 1. [Ocrolus Website](https://www.ocrolus.com) 2. [Ocrolus Company Page](https://www.ocrolus.com/company/) 3. [Greenhouse Careers – Ocrolus](https://boards.greenhouse.io/ocrolusinc) 4. [CB Insights – Ocrolus Profile](https://www.cbinsights.com/company/ocrolus) 5. [LinkedIn – Ocrolus](https://www.linkedin.com/company/ocrolus) ## Other roles at Ocrolus Inc. - [Mortgage Support Analyst](https://feeny.ai/job/mortgage-support-analyst-ocrolus-inc-india-qsrqvb1eawkg) — India - [Senior Business Analyst](https://feeny.ai/job/senior-business-analyst-ocrolus-inc-india-t77hmz6nt1ys) — India - [Lead Credit & Risk Data Science / Analytics](https://feeny.ai/job/lead-credit-risk-data-science-analytics-ocrolus-inc-new-york-q2xggth6rbfe) — New York, NY - [Senior People Operations Associate - Payroll & Compliance](https://feeny.ai/job/senior-people-operations-associate-payroll-compliance-ocrolus-inc-gurugram-z0aw0xnfj15k) — Gurugram Haryana, India - [GTM Engineer, Growth Marketing](https://feeny.ai/job/gtm-engineer-growth-marketing-ocrolus-inc-india-ccf0qt0akcw7) — India - [Mortgage Technical Enablement Manager](https://feeny.ai/job/mortgage-technical-enablement-manager-ocrolus-inc-new-york-tpy0qhnb0hma) — New York, NY