One Platform. 100+ Loan Products. Unlimited Scenarios.

From basic mortgages to complex commercial and asset-based lending, Uptiq gives you full-spectrum coverage — intelligently matched to your client’s profile.

Book a Demo Match a Client to a Product

Popular Lending Categories

Residential Loans

Jumbo Mortgages
High-value primary and secondary homes
Bridge Loans
Quick financing between home sales
Reverse Mortgages

Equity access for retired clients
Construction Loans

Ground-up builds or renovations
Conventional Mortgages
FNMA/FHLMC-backed

Commercial Loans

CRE Purchase & Refinance

Multi-unit, office, retail, industrial
Bridge & Short-Term
Transitional or time-sensitive financing
Working Capital Loans

Equipment, operations, inventory
Entity-Backed Lending
LLCs, corporations, or trusts

Personal & Specialty

HELOCs
Liquidity from home equity
Tuition Loans
For children or grandchildren
401(k)/IRA-Backed

Without disrupting retirement planning
Tax Loans

Short-term solutions for obligations
Rental Income Loans
For investors or landlords

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Complex Profiles Welcome

Uptiq handles:

No W-2 or stated income clients

Multi-entity ownership

Multiple guarantors or co-borrowers

Collateral-heavy profiles (e.g., art, crypto, etc.)

How Product Matching Works

Advisor completes 3-minute assessment

AI shortlists optimal loan types and lenders

Uptiq packages and submits application

Advisor and client track in real-time

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Scenario in Mind?

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