Jun 25, 2025
4 Min read

Casw Study: Marshall Capital Group’s AI-Accelerated Equipment Finance

How Marshall Capital Group leveraged Uptiq’s AI-Powered Agentic LOS to scale rapidly and standardize origination

70%
Reduction in Manual Workloads
40%
Faster Decisioning
3x
Deal Volume with No Headcount Increase
“Uptiq’s AI-powered LOS didn’t just automate our processes—it unlocked newcapacity overnight. We can onboard vendors, process deals, and manage riskfaster than ever.”
Bradon Marshall
Founder & CEO, Marshall Capital Group

Client Background

Marshall Capital Group (MCG), founded by Bradon Marshall, is renowned for a customer-first approach in equipment finance. As MCG added new team members, it needed to standardize its origination processes to maintain consistency and quality while scaling .

Business Challenge

Bradon Marshall recognized that building an internal LOS would divert focus from core strengths. MCG needed to:

  • Streamline customer onboarding with a digital application rather than paper or email forms
  • Automate repetitive tasks—credit scoring, document generation, compliance checks—to free up staff for relationship building
  • Embed finance capabilities for vendor partners, tracking referrals automatically
  • Gain real-time visibility into pipeline bottlenecks and risk flags.

Solution & AI Implementation

  • AI-Driven Digital Application Deployment
    • Pre-trained NLP models parsed vendor websites and generated a customizable digital form in under 1 week, mapping inputs directly into the LOS.
  • Automated AI Credit Scoring & Document Understanding
    • A supervised machine-learning credit model evaluated borrower risk in seconds, replacing manual scorecards.
    • RAG-powered document ingestion extracted collateral, lease terms, and guarantor details with 95% accuracy, routing exceptions for human review only when needed.
  • Intelligent Rule Engine & Anomaly Detection
    • Dynamic rule templates adapted review checklists based on deal size and industry segment.
    • Unsupervised outlier detection flagged non-standard terms or missing collateral clauses for immediate attention.
  • Embedded AI Referral & Vendor Management
    • An AI agent automatically linked every application to the correct vendor partner and sales rep, ensuring accurate commission tracking and seamless deal flow.

Results & Impact

By embedding AI across the LOS, MCG achieved:

  • Week-One Digital Launch: From contract signing to live digital application in just 7 days.
  • 70% Reduction in Manual Workloads: AI credit scoring and document extraction eliminated repetitive tasks.
  • 40% Faster Decisioning: Underwriting turnaround dropped from days to hours.
  • 3× Deal Volume with No Headcount Increase: AI agents scaled operations while preserving margins.
  • Real-Time Risk Control: Predictive dashboards enabled pre-emptive staffing adjustments and instant compliance audits.

Key Takeaways

  • AI as the Growth Engine: Smart automation drives throughput without adding people.
  • Data-Driven Control: Predictive insights turn reactive management into proactive strategy.
  • Seamless Partner Integration: Embedded AI referral tracking ensures every deal isaccurately credited.

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