Leverage AI purpose-built for finance to accelerate underwriting, ensure accuracy, and generate comprehensive credit memos in minutes. Our agent comes with native financial skills and an intuitive UI, ready to integrate.
More than automation—Uptiq’s Underwriting Agent acts like a financial analyst, with native financial intelligence built in to streamline and strengthen your credit process.
Instantly analyze balance sheets, income statements, and cash flow.
Understands and pulls critical information from any financial document.
Drafts detailed, compliant memos with a click.
The Underwriting Agent combines cutting-edge AI with a deep understanding of financial operations:
The Underwriting Agent seamlessly integrates into your process, leveraging its built-in capabilities to deliver results.
Securely upload financial statements and supporting documents (e.g., tax returns, bank statements). Our intelligent document reader instantly processes and extracts data.
The agent's native financial skills automatically spread the data, performing complex calculations and identifying key financial metrics.
Based on the analysis and your institution's policies (understood by the agent's policy extraction skill), a comprehensive credit memo is drafted automatically.
Utilize the intuitive UI to quickly review the generated spread and memo, make any necessary adjustments, and approve for finalization. Focus your expertise on strategic insights, not data entry.
By adopting the Underwriting Agent, your institution can realize:
The Underwriting Agent is ideal for a range of applications, including:
The Uptiq Underwriting Agent is designed for easy integration. Leverage our robust APIs to connect with your existing Loan Origination Systems (LOS), accounting software, and document management systems, ensuring a smooth workflow without disruption.
Experience the power of AI with built-in financial intelligence. Request a personalized demo of the Uptiq Underwriting Agent today and see the difference.
From idea to working agent in just a few days.
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