Tap Into Pre-Qualified Demand From HNW Borrowers

Uptiq gives lenders direct access to ready-to-borrow clients introduced through their trusted wealth advisors. No cold leads. No unnecessary friction.

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A Better Channel for Lending Origination

Pain Point Framing

Today’s retail channels are noisy

Borrowers often don’t fit cookie-cutter requirements

Acquisition costs keep rising

Solution Framing

Trusted distribution via RIAs

Application-ready submissions

High-intent borrowers

Complex borrower support (401(k), rental income, no W-2, etc.

Trusted distribution via RIAs

Application-ready submissions

High-intent borrowers

Complex borrower support (401(k), rental income, no W-2, etc.

How the Platform Works for Lenders

Receive only prequalified

Receive only prequalified, advisor-backed requests

Review deal-ready

Review deal-ready packages

Communicate

Communicate via portal or API

Track and close

Track and close — with significantly lower cycle time

Performance Snapshot

60%

Avg. time-to-close

faster than retail origination

30%

Approval rates

vs traditional wealth channels

85+

Borrower NPS

due to streamlined, trusted process

Lender Use Cases

Let’s Build a Smart Lending Pipeline

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