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.

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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
Book a Discovery Call

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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