The AI Platform for Banks and Credit Unions

If you're facing mounting pressure to increase output and improve client experiences, without adding complexity or cost, Uptiq is purpose-built for you. Shift from reactive to proactive with AI that works with your existing systems and teams.

Lending Shouldn’t
Be This Hard

Drowning in spreadsheets and scattered systems? Manual credit processes slow growth, hurt competitiveness, and weaken borrower experiences.

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So Uptiq Makes It Easy

Built by lending experts, Uptiq uses agentic AI to automate painful workflows—from intake to underwriting to monitoring

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

Stress-Free Lending Workflows Start Here

Intake App

Smart borrower intake with automated document collection, data extraction, and validation.
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50%

Fewer data-entry errors

30%

Faster first-look turnaround

Less

Back-and-forth with applicants

Credit Processing App

Automated spreading and credit memo generation to speed underwriting and reduce errors.
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60%

Faster underwriting

20%

More consistent decisions

35%

less manual audit prep

Credit Servicing and Monitoring App

Proactive risk management and covenant tracking—without the manual work.
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40%

Fewer defaults

30%

Less time on covenant checks

100%

Stronger borrower/member relationships

AI That Fits Right In and Levels You Up

Uptiq does more than plug into your tech stack. It transforms your systems into more powerful, more efficient tools. With 100+ integrations and a powerful Digital Gateway, Uptiq turns legacy friction into fluid automation. Our Agentic Apps work with your LOS, CRM, and file systems to deliver smarter workflows seamlessly connected with the tools your team already relies on.

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How We Help Banks Like Yours

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Make your headcount, count, with faster, more efficient loan processing
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Unify credit decisions and documentation across teams and branches
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Simplify compliance and stay audit-ready
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Deliver faster, smoother borrower and member experiences
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Gain real-time visibility into portfolio risk and identify issues before they’re a problem
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What Our Clients Are Saying

"We streamlined our entire commercial credit process—Uptiq helped us become more efficient, structured, and gain control where we needed it most."

Jonathan Richardson
Head of Lending Operations, Regional Bank

350+

Clients

4500+

AI Builders

100+

Integration Partners

Ready to Agentify Your Lending Workflows?

See how Uptiq can help your bank move faster, reduce risk, and scale smarter.