Agentic Loan Origination

The System Records. Agents Do the Work.

Stack agentic solutions on your existing LOS, ERP or CRM to automate intake, underwriting, and portfolio monitoring end to end.

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150+

Institutions Trust Uptiq

Agents That Stack on Your Existing System. Not Replace It

Uptiq agents operate in the space between application submission and your system of record. They handle the work. Your system records the outcome. Deploy one agent to fix one bottleneck, or stack the full suite for end-to-end origination intelligence.

Intake & Origination

Pre-screens, collects, and assembles before a human opens the file

Intake agents apply your credit policy the moment an application arrives on any channel, any time

Missing documents are identified and requested automatically.

A clean, indexed credit package lands in your system before an underwriter ever touches it.

Underwriting & Decisioning

Spreading, memo drafting, and source-cited output ready for credit review

Financial spreading agents extract from 60+ document types at 95%+ accuracy.

Credit memo agents draft narratives in your format, with every figure source-traced to the original page.

Your underwriter evaluates risk, not rekey data.

Monitoring & Compliance

Continuous covenant tracking, ticklers, and early-warning alerts post-funding

Monitoring agents track obligor financials, covenant compliance, payment behavior, and vendor concentration not annually, continuously.

Alerts fire before problems become losses.

COI renewals and UCC filings are handled automatically.

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What Lenders See When Intelligence Meets Their Existing System

Results from non-bank lenders and lessors deploying Uptiq agents alongside their existing origination stack.

80%

Fewer manual pre-underwriting tasks

Document collection, extraction, eligibility screening, and borrower follow-up handled by agents, not your ops team.

3–5×

Analyst throughput

Credit analysts receive fully assembled, validated files and evaluate significantly more deals without added headcount.

6–8 wks

Live in weeks, not months

Deploy alongside your existing system. No platform replacement, no lengthy IT project, no org-wide change management.

Built for the Lenders Competing on Speed, Not Just Rate

Equipment finance shops & lessors

Vendor and dealer intake, financial spreading, and continuous vendor performance monitoring built for EF deal structures, document types, and booking discipline.