AI Driven Client Lending Solutions for RIAs & Financial Institutions

Smart Lending Starts Here.

Uptiq turns advisors into lending experts—powered by automation, AI, and a lender network built for scale.

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Advisors' Biggest Pain Points — Solved

Pain Point

Endless follow-ups with multiple lenders
Long pre-approval timelines
Loss of AUM due to retail bank requirements
Complex commercial loans often dropped
Lack of product knowledge

How Uptiq Solves It

Centralized updates, push notifications & automated lender status
Self-serve prequalification in minutes
Liquidity without needing a depository relationship
Streamlined workflows with expert guidance
Ongoing education, evergreen videos, and sales tools

Everything You Need to Deliver Lending at Scale

Needs Discovery

AI-based needs assessment helps advisors recommend the right loan products

Prequalification Engine

Get instant credit likelihood without calling underwriters

Lender Matchmaking

Access our curated network of top residential and commercial lenders

Automated Submissions

Eliminate paperwork. One-click application flow

Advisor Portal

Mobile-first platform with loan tracking, alerts, and client presentation tools

Lending Education & Tools

Explain products better with videos, decks, and templates

The Products You Need

Residential

HELOC
Conventional
Jumbo
Bridge
Reverse
Construction

Commercial

Working Capital
Equipment Financing
CRE

Custom Scenarios

No income
Rental income
Complex assets

View All Loan Types

Built for RIAs, Broker-Dealers & Family Offices

No matter your firm type or structure, Uptiq helps you deliver lending services that preserve AUM, impress clients, and drive engagement.

“With Uptiq, our advisors were finally able to navigate lending for clients without endless manual effort. It changed our conversations.”

— Partner, $2.4B RIA Firm

200

Goal: active advisors (10%)

60

Target: loan requests/month (3%)

+25%

Advisor satisfaction rate increase

Don’t Wait to Future-proof Your Growth.

Experience the value of Uptiq today.

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Download Lending Deck for RIAs