INTRODUCING UPTIQ ADVISOR LENDING

You don't need to be a former lender or underwriter to provide intelligent credit solutions to your clients -- you just need the right platform. With UPTIQ's Advisor Lending platform, financial advisors provide liquidity without disrupting their client's investment strategies.
SEE IT IN ACTION
Advisor Lending
Advisor Lending

PRODUCT MATCHING

Automatically match the right loan products that best suit your client's liquidity objectives.
Learn More
Advisor Lending

PREQUALIFICATION

Ensure your client meets the minimum credit parameters required by potential lenders.
Learn More
Advisor Lending

LENDER CURATION

Match your clients to lenders who will fund your client's liquidity objectives with the highest degree of probability.
Learn More
Advisor Lending

APPLICATION SUBMISSION

Submit loan applications electronically to selected lenders for instant approval and funding.
Learn More
Needs Assessment

DETERMINE YOUR CLIENT'S FINANCING NEEDS USING A SIMPLE 5-MINUTE NEEDS ASSESSMENT

The UPTIQ Needs Assessment is designed to prompt financial advisors to ask their clients the right questions so that we can automatically determine the right loan products that best suit their clients' liquidity needs and curate a shortlist of lenders who can fund their clients' liquidity objectives -- in less than 5 minutes.
LEARN MORE
Advisor Lending
Pre-Qualification

INSTANTLY CONFIRM YOUR CLIENT'S PROBABILITY OF APPROVAL

UPTIQ compares your client's credit and financial information to lenders' unique credit requirements and ideal borrower characteristics to identify lenders with the highest probability of approval. Our AI-based pre-qualification and curation algorithms predict financing outcomes with remarkable accuracy, ensuring a successful transaction for your clients every time.
LEARN MORE
Advisor Lending
Lender Curation

MATCH YOUR CLIENT TO LENDERS WHO WILL FUND YOUR CLIENT'S LIQUIDITY NEEDS

UPTIQ generates a shortlist of lenders who will fund your client's liquidity needs. Regardless of your client's risk profile, employment situation, credit history or financial complexity, UPTIQ matches your client to multiple lenders and competitive pricing options.
LEARN MORE
Advisor Lending
Application Submission

SUBMIT LOAN REQUESTS ELECTRONICALLY TO SELECTED LENDERS

UPTIQ instantly submits loan applications to your client's preferred lenders. UPTIQ seamlessly transmits loan application data, documentation, third-party data and pre-qualification analysis to the lender, eliminating friction from the underwriting process and reducing overall loan fulfillment time by 60%.
LEARN MORE
Advisor Lending
Loan Documents

HELP YOUR CLIENTS LOCATE AND UPLOAD REQUIRED LOAN DOCUMENTS

Anyone who has taken out a mortgage knows how painful the loan documentation process can be. Lenders often require dozens of documents and it is not always clear what they are asking for -- or why? UPTIQ dynamically generates document checklist which outlines the documents lenders will require for your client's loan request, enabling advisors to help their clients navigate the loan documentation process with confidence.
LEARN MORE
Advisor Lending
100+ Loan Products

FUND ANY LIQUIDITY NEED OR RISK PROFILE WITH CONFIDENCE

UPTIQ supports over 100 unique loan products, giving financial advisors comprehensive coverage of any liquidity scenario that walks through your door. Whether your client is looking to buy a new home, fund college tuition, start a new business or fund working capital, UPTIQ can fund any liquidity need or risk profile.
LEARN MORE
Advisor Lending

Are you ready to learn more?
Sign up for a demo.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.