Intake Agent for Commercial Lending

Pre-screen and onboard at scale.

Designed for commercial lending, automate document collection, data extraction, and real-time identity validation. Teams receive a verified digital loan record in minutes rather than hours.

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150+

Institutions Trust Uptiq

Automate Commercial Loan Intake

Automate borrower engagement, document collection, data extraction, and identity verification so every commercial loan application arrives complete, organized, and ready for review.

Document Classification & Extraction

Turn incoming documents into clean, review-ready loan records without manual sorting or indexing.

Ingests files from email, PDFs, web applications, and borrower portals

Applies layered quality controls and data extraction workflows

Allows teams to trace extracted information directly back to the original document

KYC/KYB and Pre-screening

Streamline onboarding by automating identity verification and business due diligence.

Integrates with Trulioo for KYC and Middesk for KYB workflows

Screens ownership structures and compliance watchlists

Advances only eligible applications through the lending workflow

Portal

Create a seamless experience for borrowers and brokers while reducing administrative effort.

Captures signatures and prepares complete application packages

Validates required information before submission

Delivers complete files directly to underwriting teams

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What Commercial Lenders See in Practice

Application throughput

Your lending teams can process three times the application volume without needing to add front-office headcount

~40%

Bad deals screened out earlier

Policy-aware pre-screening automatically filters out unqualified applications before they consume valuable underwriting resources

Weeks → Days

Deal cycle time

By eliminating manual document chasing and data entry at the top of the funnel, the total time from initial application to final decision is drastically compressed