Close More Deals Without Hiring More Ops

Fast-growing brokerages are drowning in repetitive submissions, fragmented portals, and manual follow-ups. The result? Burned bandwidth and missed funding windows.

Submissions Shouldn't Be This Manual

Growth-stage brokers can’t scale with Google Sheets, manual checklists, and doc-chasing emails. Every extra step slows your pipeline and stresses your team.

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So Uptiq Makes It Easy

Uptiq’s AI agents automate submission workflows—gathering borrower docs, structuring files for each lender, and keeping everyone in sync with live deal updates.

No overhaul. No disruption. Just real results, fast.

Deal Flow Without the Backlog

Built for scale-up and tech-forward brokers, Uptiq automates the busywork behind every deal.

Intake Agent

Single smart form auto-fills for every lender
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60%

Faster submissions

30%

Faster first-look turnaround

Less

Back-and-forth with applicants

Submission Orchestrator

Flags gaps, packages docs per lender spec
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2x

Faster file turnaround

20%

More consistent decisions

35%

less manual audit prep

Live Deal Tracker

Real-time status view across lenders
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35%

Fewer update emails and calls

30%

Less time on covenant checks

100%

Stronger borrower/member relationships

Works with Your CRM, LOS & File Stack

Plug Uptiq into Salesforce, HubSpot, Box, Dropbox, or your LOS. Minimal integration. Instant productivity.

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Built for Growth-Minded Brokerages

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Eliminate repetitive entry across multiple systems
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Submit to more lenders without hiring more ops
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Speed up approvals and funding cycles
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Give borrowers the white-glove experience they expect
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Increase processor productivity 2–3x
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What Our Clients Are Saying

“Uptiq gave our brokers a single place to manage every deal. We cut application prep time in half—and our lenders noticed.”

Head of Ops
NCB

350+

Clients

4500+

AI Builders

100+

Integration Partners

Don’t Wait to Future-proof Your Growth.

Experience the value of Uptiq today.