Automate credit intake, financial spreading, underwriting, and portfolio monitoring across your equipment finance book.
Across your equipment finance operation, every deal starts the same way — a PDF application, a stack of financials, a tax return, and an equipment schedule sitting in someone's inbox. Your credit team re-keys the data. Spreading takes hours. The credit memo gets written from scratch. And by the time you're ready to approve, the borrower has heard back from someone else.
Deploy agents across origination, underwriting, and portfolio management to automate the manual, document-heavy work in your equipment finance operation.
Engages the borrower or vendor, collects all required documents, and routes the completed file to underwriting - without a credit analyst lifting a finger.
Spreads financials, applies your credit policy, scores the deal, and produces the risk narrative. Every output is source-cited and policy-documented.
Produces a committee-ready credit memo from the underwriting output - formatted to your template, ready for approval in minutes, not days.
Watch your active portfolio for covenant breaches, financial deterioration, and renewal triggers automatically, across every deal in your book.
Measurable impact from equipment finance lenders running Uptiq across origination and portfolio operations.
Your team spent years configuring your core and your LOS. Uptiq connects to them, pushing structured data and decisions directly into your systems of record, with no manual re-entry and no IT project.
100+ pre-built connectors across core banking systems, loan origination platforms, document management tools, CRMs, credit bureaus, and accounting systems. Live in days, not months.
Start with one agent or deploy the full suite. Either way, our team handles scoping, configuration, and go-live. Most lenders running a single agent are live in five business days. Most multi-agent deployments are in production within 30 days.
