EXPAND YOUR SERVICES OFFERING TO YOUR PARTNER FIRMS

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.

UPTIQ compares your client's credit and financial information to our lender network's minimum credit requirements and ideal borrower characteristics to identify lenders with the high 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.

UPTIQ develops a comprehensive risk profile of each client and credit request, with minimal data entry required by financial advisors or their clients, by connecting to dozens of third party data sources and extracting bank account and portfolio data, personal and business credit, income and financials and economic data -- everything we need to prequalify your clients and confidently match them to lenders who can fund their liquidity needs.

Through integration with network lenders, UPTIQ enables instant loan application submission to selected lenders. UPTIQ seamlessly transmits loan application data, documentation, third-party data and pre-qualification analysis to the lender, eliminating the need to rekey information and reducing loan fulfillment time by 60%.