UPM Increased Loan Volume by 300% with Uptiq

UPM specializes in high-net-worth mortgage solutions, delivering seamless lendingexperiences for borrowers and financial advisors. As demand surged, traditional mortgageprocessing methods revealed operational inefficiencies, limiting growth and affectingcustomer experience.

The Challenge

UPM faced operational bottlenecks that slowed downmortgage processing resulting in Capped Productivity

• Loan processors could only handle 7-10 loans permonth due to manual document review andcondition clearing.
• High processing times led to delayed approvals,impacting borrower experience.
• Manual data entry and compliance checksintroduced human errors, increasing rework and compliance risks.

With a growing pipeline and a need for scale, UPM soughtan innovative solution that could automate criticalprocesses while maintaining precision and compliance.

SOLUTION

AI-Powered Mortgage Processing Agent

UPM deployed the AI Mortgage Processing Agent, whichrevolutionized workflows by automating manualintensive tasks:

• Automated Document Processing – AI extracts andverifies data from borrower documents in seconds,eliminating hours of manual work.
• Instant Compliance Checks – Ensures regulatoryadherence without human intervention.
• Scalability Without Overhead – Loan processors nowhandle up to 30 loans per month—3X the previouscapacity.
• Cost Reduction – Automation saves 25 basis pointsper loan, reducing operational expenses.

Conclusion

UPM’s success underscores the transformative impact of AI in mortgageprocessing. As the industry shifts towards automation, AI-powered solutions arenot just an advantage—they are a necessity for firms looking to scale efficientlywhile delivering a superior borrower experience.