Agent

Client Lending Agent

Deliver Lending Solutions Without Operational Drag

Identify borrowing opportunities, collect borrower documents, support lending workflows, and track loan progress. Help clients access liquidity while keeping lending connected to the advisor relationship.

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Intake Agent

Running

150+

Institutions Trust Uptiq

Bring Lending Directly Into the Wealth Workflow

Replace manual borrower coordination, document collection, lender communication, and status tracking with a unified workflow that helps advisors support lending needs without becoming lending specialists.

Lending Opportunity Detection

Identify borrowing opportunities across your client base.

Surfaces liquidity and borrowing needs automatically

Identifies SBLOC, mortgage, and refinancing opportunities

Helps advisors engage clients at the right time

Borrower Intake & Loan Packaging

Streamline document collection and underwriting preparation.

Collects borrower financial documents automatically

Validates file completeness and missing requirements

Organizes loan packages for lender review

Lending Workflow Management

Provide visibility across the entire lending process.

Tracks application and loan status updates

Coordinates advisor, client, and lender activities

Maintains visibility from application through funding

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What Wealth Management Firms See in Practice

Preserve More Assets Under Management

Help clients access liquidity without unnecessarily disrupting long-term investment strategies or forcing portfolio liquidations.

Expand Wallet Share Opportunities

Strengthen advisor relationships by supporting borrowing needs alongside investment, planning, and wealth management services.

Reduce Operational Friction

Automate document collection, validation, workflow tracking, and coordination to simplify lending-related activities.

Works Seamlessly with the Rest of Your Stack

Client Engagement Agent

Helps advisors identify relationship opportunities and engagement moments that can lead to lending conversations.

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M&A / Advisor Transition Agent

Supports advisor transitions with structured workflows that preserve client relationships and service continuity.

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Integration

Designed to fit into your technology stack, not replace it.

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Documents Supported

Handles borrower financial statements, lending applications, supporting documentation, and workflow records required for lending and liquidity solutions.

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Frequently Asked Questions

Ready to Turn Lending Into an Integrated Wealth Experience?

Help advisors identify borrowing opportunities, preserve wallet share, and support client liquidity needs without adding operational complexity to the advisory relationship.

Book a Discovery Call

Watch the 4-minute product tour

Download the technical brief

Read the deployment guide

Deliver Lending Solutions Without Operational Drag

Bring Lending Directly Into the Wealth Workflow

Lending Opportunity Detection

Borrower Intake & Loan Packaging

Lending Workflow Management